JHCP
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Jackson Hole Capital Partners’s Duke Energy DUK Stock Holding History

Jackson Hole Capital Partners’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 		$5.7M Sell
43,527
-39
-0.1% -$4.88K 0.94% 30
2025
Q4 		$5.11M Sell
43,566
-2,007
-4% -$245K 0.87% 30
2025
Q3 		$5.64M Sell
45,573
-479
-1% -$58.1K 0.96% 28
2025
Q2 		$5.43M Buy
46,052
+1,535
+3% +$181K 1% 26
2025
Q1 		$5.43M Sell
44,517
-836
-2% -$95.3K 1.08% 24
2024
Q4 		$4.89M Buy
45,353
+829
+2% +$93.9K 0.99% 26
2024
Q3 		$5.13M Buy
44,524
+2,089
+5% +$233K 1.07% 27
2024
Q2 		$4.25M Buy
42,435
+7,503
+21% +$750K 0.92% 30
2024
Q1 		$3.38M Buy
34,932
+1,670
+5% +$158K 0.76% 35
2023
Q4 		$3.23M Buy
33,262
+1,623
+5% +$148K 0.82% 31
2023
Q3 		$2.79M Sell
31,639
-1,017
-3% -$93.2K 0.82% 29
2023
Q2 		$2.93M Sell
32,656
-1,617
-5% -$153K 0.8% 32
2023
Q1 		$3.32M Buy
34,273
+1,224
+4% +$121K 0.87% 30
2022
Q4 		$3.4M Buy
33,049
+1,013
+3% +$97.2K 1.02% 27
2022
Q3 		$2.98M Buy
32,036
+1,994
+7% +$214K 0.92% 31
2022
Q2 		$3.22M Sell
30,042
-115
-0.4% -$12.6K 1.01% 30
2022
Q1 		$3.37M Buy
30,157
+3,594
+14% +$373K 0.97% 32
2021
Q4 		$2.79M Buy
26,563
+4,035
+18% +$409K 0.87% 34
2021
Q3 		$2.2M Buy
22,528
+583
+3% +$60.4K 0.71% 45
2021
Q2 		$2.17M Buy
21,945
+321
+1% +$32.2K 0.75% 42
2021
Q1 		$2.09M Buy
21,624
+1,453
+7% +$133K 0.86% 37
2020
Q4 		$1.85M Buy
20,171
+461
+2% +$42.6K 0.84% 41
2020
Q3 		$1.75M Buy
19,710
+1,865
+10% +$154K 0.92% 32
2020
Q2 		$1.43M Buy
17,845
+987
+6% +$83.4K 0.87% 39
2020
Q1 		$1.36M Buy
16,858
+1,398
+9% +$128K 1.02% 28
2019
Q4 		$1.41M Buy
15,460
+2,971
+24% +$272K 0.77% 37
2019
Q3 		$1.2M Buy
12,489
+1,746
+16% +$159K 0.68% 39
2019
Q2 		$948K Buy
10,743
+717
+7% +$63.4K 0.59% 50
2019
Q1 		$902K Buy
10,026
+56
+0.6% +$4.94K 0.8% 46
2018
Q4 		$860K Buy
+9,970
New +$849K 0.91% 38

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

Jackson Hole Capital Partners's DUK Position: Q1 2026 in Review

Jackson Hole Capital Partners reduced its Duke Energy (DUK) stake by 0.09% in Q1 2026, selling an estimated $4.88K and leaving 43,527 shares worth $5.7M. The position accounts for 0.94% of the portfolio, ranked #30.

Jackson Hole Capital Partners first reported a position in DUK in Q4 2018 and has held it in 30 quarters since. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Jackson Hole Capital Partners held 43,527 shares of Duke Energy worth $5.7M as of Q1 2026.
  • Jackson Hole Capital Partners sold 39 Duke Energy shares in Q1 2026, an estimated $4.88K.
  • Duke Energy made up 0.94% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #30 holding.
  • Jackson Hole Capital Partners first reported a position in Duke Energy in Q4 2018 and has held it in 30 quarters since.
  • 2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.