JC
DUK icon

JB Capital’s Duke Energy DUK Stock Holding History

JB Capital’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 		$403K Sell
3,081
-756
-20% -$94.5K 0.02% 189
2025
Q4 		$450K Buy
3,837
+826
+27% +$101K 0.02% 183
2025
Q3 		$373K Sell
3,011
-33
-1% -$4K 0.02% 195
2025
Q2 		$359K Buy
3,044
+41
+1% +$4.84K 0.02% 188
2025
Q1 		$366K Buy
3,003
+133
+5% +$15.2K 0.02% 172
2024
Q4 		$309K Sell
2,870
-412
-13% -$46.7K 0.02% 183
2024
Q3 		$378K Sell
3,282
-599
-15% -$66.7K 0.02% 171
2024
Q2 		$389K Buy
3,881
+181
+5% +$18.1K 0.02% 165
2024
Q1 		$358K Buy
3,700
+29
+0.8% +$2.75K 0.02% 162
2023
Q4 		$356K Buy
3,671
+477
+15% +$43.4K 0.03% 157
2023
Q3 		$282K Buy
3,194
+435
+16% +$39.9K 0.02% 151
2023
Q2 		$248K Sell
2,759
-14
-0.5% -$1.32K 0.02% 150
2023
Q1 		$267K Buy
2,773
+55
+2% +$5.43K 0.02% 141
2022
Q4 		$280K Sell
2,718
-8
-0.3% -$768 0.03% 141
2022
Q3 		$254K Sell
2,726
-7,728
-74% -$830K 0.03% 140
2022
Q2 		$1.12M Buy
10,454
+580
+6% +$63.8K 0.12% 84
2022
Q1 		$1.1M Buy
9,874
+7,217
+272% +$750K 0.11% 94
2021
Q4 		$279K Buy
2,657
+122
+5% +$12.4K 0.03% 220
2021
Q3 		$247K Buy
+2,535
New +$262K 0.03% 270

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

JB Capital's DUK Position: Q1 2026 in Review

JB Capital reduced its Duke Energy (DUK) stake by 20% in Q1 2026, selling an estimated $94.5K and leaving 3,081 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #189.

JB Capital first reported a position in DUK in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.12M in Q2 2022. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • JB Capital held 3,081 shares of Duke Energy worth $403K as of Q1 2026.
  • JB Capital sold 756 Duke Energy shares in Q1 2026, an estimated $94.5K.
  • Duke Energy made up 0.02% of JB Capital's portfolio in Q1 2026, its #189 holding.
  • JB Capital first reported a position in Duke Energy in Q3 2021 and has held it in 19 quarters since.
  • JB Capital's Duke Energy position peaked at $1.12M in Q2 2022.
  • 2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.