Janney Montgomery Scott
DUK icon

Janney Montgomery Scott’s Duke Energy DUK Stock Holding History

Janney Montgomery Scott’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 		– Sell
-685,014
Closed -$80.3M – 2826
2025
Q4 		$80.3M Buy
685,014
+45,441
+7% +$5.55M 0.18% 114
2025
Q3 		$79.1M Buy
639,573
+1,217
+0.2% +$148K 0.19% 115
2025
Q2 		$75.3M Sell
638,356
-7,486
-1% -$883K 0.2% 108
2025
Q1 		$78.8M Buy
645,842
+4,943
+0.8% +$563K 0.22% 97
2024
Q4 		$69.1M Sell
640,899
-7,725
-1% -$875K 0.19% 103
2024
Q3 		$74.8M Sell
648,624
-10,776
-2% -$1.2M 0.21% 101
2024
Q2 		$66.1M Buy
659,400
+31,107
+5% +$3.11M 0.2% 97
2024
Q1 		$60.8M Buy
628,293
+3,835
+0.6% +$364K 0.18% 111
2023
Q4 		$60.6M Buy
624,458
+17,525
+3% +$1.59M 0.2% 109
2023
Q3 		$53.6M Buy
606,933
+4,657
+0.8% +$427K 0.2% 108
2023
Q2 		$54M Buy
602,276
+14,334
+2% +$1.35M 0.19% 108
2023
Q1 		$56.7M Buy
587,942
+12,913
+2% +$1.28M 0.23% 92
2022
Q4 		$59.2M Buy
575,029
+12,779
+2% +$1.23M 0.23% 99
2022
Q3 		$52.3M Buy
562,250
+31,994
+6% +$3.44M 0.22% 98
2022
Q2 		$56.3M Sell
530,256
-12,021
-2% -$1.32M 0.25% 87
2022
Q1 		$60.6M Buy
542,277
+40,302
+8% +$4.19M 0.26% 86
2021
Q4 		$52.7M Buy
501,975
+11,228
+2% +$1.14M 0.2% 110
2021
Q3 		$47.9M Buy
490,747
+13,895
+3% +$1.44M 0.2% 112
2021
Q2 		$47.1M Buy
476,852
+14,695
+3% +$1.48M 0.21% 109
2021
Q1 		$44.6M Buy
462,157
+13,866
+3% +$1.27M 0.22% 104
2020
Q4 		$41M Buy
448,291
+14,144
+3% +$1.31M 0.2% 111
2020
Q3 		$38.4M Buy
434,147
+44,905
+12% +$3.7M 0.22% 108
2020
Q2 		$31.1M Buy
389,242
+74,308
+24% +$6.28M 0.2% 120
2020
Q1 		$25.5M Buy
314,934
+680
+0.2% +$62.5K 0.2% 124
2019
Q4 		$28.7M Buy
314,254
+5,729
+2% +$525K 0.19% 129
2019
Q3 		$29.6M Buy
308,525
+21,475
+7% +$1.95M 0.22% 114
2019
Q2 		$25.3M Buy
287,050
+1,535
+0.5% +$136K 0.19% 119
2019
Q1 		$25.7M Buy
285,515
+32,922
+13% +$2.9M 0.21% 116
2018
Q4 		$21.8M Buy
252,593
+10,863
+4% +$925K 0.21% 113
2018
Q3 		$19.3M Buy
241,730
+211
+0.1% +$17.1K 0.17% 135
2018
Q2 		$19.1M Buy
241,519
+815
+0.3% +$62.7K 0.18% 121
2018
Q1 		$18.6M Buy
240,704
+61,394
+34% +$4.75M 0.19% 120
2017
Q4 		$15.1M Sell
179,310
-1,143
-0.6% -$99.8K 0.16% 148
2017
Q3 		$15.1M Buy
180,453
+601
+0.3% +$51.5K 0.17% 135
2017
Q2 		$15M Buy
179,852
+280
+0.2% +$23.5K 0.19% 123
2017
Q1 		$14.7M Buy
179,572
+121
+0.1% +$9.62K 0.2% 121
2016
Q4 		$13.9M Buy
179,451
+20,648
+13% +$1.58M 0.21% 108
2016
Q3 		$12.7M Buy
+158,803
New +$13.2M 0.22% 105
2016
Q2 		– Sell
-145,806
Closed -$11.8M – 796
2016
Q1 		$11.8M Buy
145,806
+7,526
+5% +$570K 0.31% 76
2015
Q4 		$9.87M Buy
138,280
+19,157
+16% +$1.35M 0.26% 94
2015
Q3 		$8.57M Buy
119,123
+73
+0.1% +$5.29K 0.24% 102
2015
Q2 		$8.41M Sell
119,050
-7,409
-6% -$560K 0.18% 130
2015
Q1 		$9.71M Buy
126,459
+2,324
+2% +$189K 0.18% 132
2014
Q4 		$10.4M Buy
124,135
+2,857
+2% +$230K 0.21% 108
2014
Q3 		$9.07M Buy
121,278
+6,927
+6% +$505K 0.19% 118
2014
Q2 		$8.48M Buy
114,351
+57
+0% +$4.1K 0.18% 120
2014
Q1 		$8.14M Buy
114,294
+1,474
+1% +$103K 0.2% 114
2013
Q4 		$7.79M Buy
112,820
+5,555
+5% +$389K 0.21% 104
2013
Q3 		$7.16M Buy
107,265
+53,901
+101% +$3.68M 0.22% 103
2013
Q2 		$3.6M Buy
+53,364
New +$3.77M 0.38% 68

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

Janney Montgomery Scott's DUK Position: Q1 2026 in Review

Janney Montgomery Scott sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 685,014 shares — an estimated $80.3M sold.

Janney Montgomery Scott first reported a position in DUK in Q2 2013 and held it in 50 quarters. The position peaked at $80.3M in Q4 2025. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Janney Montgomery Scott reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
  • Janney Montgomery Scott sold 685,014 Duke Energy shares in Q1 2026, an estimated $80.3M.
  • Janney Montgomery Scott first reported a position in Duke Energy in Q2 2013 and held it in 50 quarters.
  • Janney Montgomery Scott's Duke Energy position peaked at $80.3M in Q4 2025.
  • 2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.