IWM
DUK icon

IHT Wealth Management’s Duke Energy DUK Stock Holding History

IHT Wealth Management’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.53M Buy
19,294
+1,964
+11% +$246K 0.06% 316
2025
Q4 		$2.03M Buy
17,330
+272
+2% +$33.2K 0.05% 337
2025
Q3 		$2.11M Buy
17,058
+2
+0% +$243 0.05% 320
2025
Q2 		$2.01M Sell
17,056
-545
-3% -$64.3K 0.06% 317
2025
Q1 		$2.15M Sell
17,601
-1,655
-9% -$189K 0.07% 279
2024
Q4 		$2.07M Sell
19,256
-3,036
-14% -$344K 0.07% 269
2024
Q3 		$2.57M Buy
22,292
+3,354
+18% +$373K 0.07% 262
2024
Q2 		$1.9M Buy
18,938
+779
+4% +$77.9K 0.07% 266
2024
Q1 		$1.76M Buy
18,159
+451
+3% +$42.8K 0.07% 285
2023
Q4 		$1.72M Buy
17,708
+253
+1% +$23K 0.08% 247
2023
Q3 		$1.54M Buy
17,455
+555
+3% +$50.9K 0.08% 249
2023
Q2 		$1.52M Buy
16,900
+641
+4% +$60.5K 0.08% 239
2023
Q1 		$1.57M Buy
16,259
+406
+3% +$40.1K 0.09% 224
2022
Q4 		$1.63M Buy
15,853
+416
+3% +$39.9K 0.1% 209
2022
Q3 		$1.44M Buy
15,437
+3,849
+33% +$413K 0.11% 210
2022
Q2 		$1.24M Sell
11,588
-154
-1% -$16.9K 0.11% 193
2022
Q1 		$1.31M Buy
11,742
+1,336
+13% +$139K 0.1% 207
2021
Q4 		$1.09M Buy
10,406
+532
+5% +$53.9K 0.08% 239
2021
Q3 		$964K Sell
9,874
-3,053
-24% -$316K 0.08% 256
2021
Q2 		$1.28M Sell
12,927
-284
-2% -$28.5K 0.08% 267
2021
Q1 		$1.27M Buy
13,211
+1,256
+11% +$115K 0.09% 226
2020
Q4 		$1.09M Buy
11,955
+2,890
+32% +$267K 0.09% 225
2020
Q3 		$803K Buy
9,065
+637
+8% +$52.5K 0.08% 249
2020
Q2 		$673K Sell
8,428
-714
-8% -$60.3K 0.09% 230
2020
Q1 		$739K Sell
9,142
-475
-5% -$43.6K 0.11% 203
2019
Q4 		$877K Buy
9,617
+615
+7% +$56.4K 0.1% 227
2019
Q3 		$862K Buy
9,002
+3,100
+53% +$282K 0.12% 203
2019
Q2 		$521K Buy
5,902
+412
+8% +$36.4K 0.08% 276
2019
Q1 		$494K Sell
5,490
-1,624
-23% -$143K 0.08% 266
2018
Q4 		$614K Sell
7,114
-2,745
-28% -$234K 0.12% 204
2018
Q3 		$789K Buy
9,859
+457
+5% +$37K 0.17% 151
2018
Q2 		$743K Buy
9,402
+1,410
+18% +$108K 0.19% 144
2018
Q1 		$616K Buy
7,992
+797
+11% +$61.6K 0.17% 155
2017
Q4 		$591K Buy
7,195
+2,889
+67% +$252K 0.16% 160
2017
Q3 		$365K Sell
4,306
-182
-4% -$15.6K 0.16% 156
2017
Q2 		$59 Buy
4,488
+2,546
+131% +$214K 0.03% 473
2017
Q1 		$161K Buy
1,942
+2
+0.1% +$159 0.11% 212
2016
Q4 		$151K Buy
+1,940
New +$149K 0.11% 204

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IHT Wealth Management's DUK Position: Q1 2026 in Review

IHT Wealth Management increased its Duke Energy (DUK) stake by 11% in Q1 2026, buying an estimated $246K and bringing the position to 19,294 shares worth $2.53M. The position accounts for 0.06% of the portfolio, ranked #316.

IHT Wealth Management first reported a position in DUK in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.57M in Q3 2024. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • IHT Wealth Management held 19,294 shares of Duke Energy worth $2.53M as of Q1 2026.
  • IHT Wealth Management bought 1,964 Duke Energy shares in Q1 2026, an estimated $246K.
  • Duke Energy made up 0.06% of IHT Wealth Management's portfolio in Q1 2026, its #316 holding.
  • IHT Wealth Management first reported a position in Duke Energy in Q4 2016 and has held it in 38 quarters since.
  • IHT Wealth Management's Duke Energy position peaked at $2.57M in Q3 2024.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.