Jackson Wealth Management’s Duke Energy DUK Stock Holding History

Jackson 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	$398K	Hold	3,043	–	–	0.04%	109
2025 Q4	$357K	Sell	3,043 -171	-5%	-$20.9K	0.03%	111
2025 Q3	$398K	Buy	3,214 +171	+6%	+$20.8K	0.04%	126
2025 Q2	$359K	Hold	3,043	–	–	0.04%	131
2025 Q1	$371K	Hold	3,043	–	–	0.05%	131
2024 Q4	$328K	Hold	3,043	–	–	0.04%	129
2024 Q3	$351K	Hold	3,043	–	–	0.04%	111
2024 Q2	$305K	Hold	3,043	–	–	0.07%	100
2024 Q1	$294K	Hold	3,043	–	–	0.04%	115
2023 Q4	$295K	Hold	3,043	–	–	0.04%	119
2023 Q3	$269K	Hold	3,043	–	–	0.04%	123
2023 Q2	$273K	Sell	3,043 -471	-13%	-$44.5K	0.04%	108
2023 Q1	$339K	Sell	3,514 -54,826	-94%	-$5.42M	0.26%	99
2022 Q4	$6.01M	Sell	58,340 -19,856	-25%	-$1.91M	2.21%	9
2022 Q3	$7.27M	Buy	78,196 +47,699	+156%	+$5.12M	1.43%	20
2022 Q2	$3.27M	Sell	30,497 -52,625	-63%	-$5.79M	1.52%	17
2022 Q1	$9.28M	Buy	83,122 +48,782	+142%	+$5.07M	1.29%	20
2021 Q4	$3.6M	Buy	34,340 +294	+0.9%	+$29.8K	0.46%	64
2021 Q3	$24K	Buy	34,046 +376	+1%	+$38.9K	0.29%	53
2021 Q2	$3.32M	Buy	33,670 +210	+0.6%	+$21.1K	0.42%	62
2021 Q1	$3.23M	Buy	33,460 +244	+0.7%	+$22.3K	0.48%	59
2020 Q4	$3.04M	Sell	33,216 -66	-0.2%	-$6.11K	0.41%	60
2020 Q3	$2.95M	Buy	33,282 +2,267	+7%	+$187K	0.44%	57
2020 Q2	$2.48M	Buy	31,015 +1,805	+6%	+$153K	0.44%	55
2020 Q1	$2.39M	Sell	29,210 -10,701	-27%	-$983K	0.5%	45
2019 Q4	$3.84M	Sell	39,911 -5,286	-12%	-$485K	0.64%	47
2019 Q3	$4.35M	Buy	45,197 +8,146	+22%	+$741K	0.91%	29
2019 Q2	$3.32M	Buy	37,051 +1,347	+4%	+$119K	0.72%	33
2019 Q1	$3.21M	Buy	35,704 +799	+2%	+$70.5K	0.79%	36
2018 Q4	$2.96M	Buy	34,905 +532	+2%	+$45.3K	0.88%	31
2018 Q3	$2.75M	Buy	34,373 +1,757	+5%	+$142K	0.58%	39
2018 Q2	$2.62M	Buy	32,616 +4,277	+15%	+$329K	0.61%	39
2018 Q1	$2.2M	Sell	28,339 -7,174	-20%	-$555K	0.62%	44
2017 Q4	$2.88M	Buy	35,513 +210	+0.6%	+$18.3K	0.73%	35
2017 Q3	$3.03M	Buy	+35,303	New	+$3.02M	0.82%	27
2015 Q4	–	Sell	-2,025	Closed	-$146K	–	79
2015 Q3	$146K	Buy	+2,025	New	+$147K	0.05%	101
2015 Q2	–	Sell	-3,549	Closed	-$272K	–	106
2015 Q1	$272K	Sell	3,549 -369	-9%	-$29.9K	0.09%	99
2014 Q4	$327K	Buy	+3,918	New	+$316K	0.11%	97

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Jackson Wealth Management held its Duke Energy (DUK) position steady in Q1 2026 at 3,043 shares worth $398K. The position accounts for 0.04% of the portfolio, ranked #109.

Jackson Wealth Management first reported a position in DUK in Q4 2014 and has held it in 38 quarters since. The position peaked at $9.28M in Q1 2022. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Jackson Wealth Management held 3,043 shares of Duke Energy worth $398K as of Q1 2026.
Jackson Wealth Management left its Duke Energy share count unchanged in Q1 2026.
Duke Energy made up 0.04% of Jackson Wealth Management's portfolio in Q1 2026, its #109 holding.
Jackson Wealth Management first reported a position in Duke Energy in Q4 2014 and has held it in 38 quarters since.
Jackson Wealth Management's Duke Energy position peaked at $9.28M in Q1 2022.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Jackson Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.