Johnson Financial Group Inc (Wisconsin)’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $219K | Sell |
1,676
-92
| -5% | -$11.5K | 0.01% | 307 |
|
|
2025
Q4 | $207K | Sell |
1,768
-77
| -4% | -$9.4K | 0.01% | 321 |
|
|
2025
Q3 | $228K | Sell |
1,845
-164
| -8% | -$19.9K | 0.01% | 335 |
|
|
2025
Q2 | $237K | Sell |
2,009
-6,178
| -75% | -$729K | 0.01% | 277 |
|
|
2025
Q1 | $999K | Buy |
8,187
+662
| +9% | +$75.5K | 0.05% | 150 |
|
|
2024
Q4 | $843K | Sell |
7,525
-1,343
| -15% | -$152K | 0.04% | 160 |
|
|
2024
Q3 | $1.02M | Buy |
8,868
+282
| +3% | +$31.4K | 0.05% | 155 |
|
|
2024
Q2 | $861K | Buy |
8,586
+6,946
| +424% | +$695K | 0.04% | 156 |
|
|
2024
Q1 | $159K | Buy |
1,640
+184
| +13% | +$17.5K | 0.01% | 318 |
|
|
2023
Q4 | $141K | Sell |
1,456
-204
| -12% | -$18.6K | 0.01% | 333 |
|
|
2023
Q3 | $147K | Sell |
1,660
-479
| -22% | -$43.9K | 0.01% | 273 |
|
|
2023
Q2 | $192K | Buy |
2,139
+504
| +31% | +$47.6K | 0.01% | 270 |
|
|
2023
Q1 | $158K | Buy |
1,635
+18
| +1% | +$1.78K | 0.01% | 291 |
|
|
2022
Q4 | $167K | Sell |
1,617
-362
| -18% | -$34.7K | 0.01% | 261 |
|
|
2022
Q3 | $184K | Sell |
1,979
-190
| -9% | -$20.4K | 0.02% | 250 |
|
|
2022
Q2 | $233K | Sell |
2,169
-542
| -20% | -$59.6K | 0.02% | 230 |
|
|
2022
Q1 | $302K | Sell |
2,711
-417
| -13% | -$43.3K | 0.02% | 227 |
|
|
2021
Q4 | $328K | Sell |
3,128
-126
| -4% | -$12.8K | 0.02% | 226 |
|
|
2021
Q3 | $318K | Sell |
3,254
-313
| -9% | -$32.4K | 0.02% | 219 |
|
|
2021
Q2 | $352K | Sell |
3,567
-3,201
| -47% | -$322K | 0.02% | 216 |
|
|
2021
Q1 | $653K | Sell |
6,768
-797
| -11% | -$72.7K | 0.04% | 161 |
|
|
2020
Q4 | $693K | Sell |
7,565
-679
| -8% | -$62.8K | 0.06% | 135 |
|
|
2020
Q3 | $730K | Buy |
8,244
+329
| +4% | +$27.1K | 0.07% | 112 |
|
|
2020
Q2 | $633K | Sell |
7,915
-4,315
| -35% | -$365K | 0.07% | 112 |
|
|
2020
Q1 | $989K | Buy |
12,230
+6,409
| +110% | +$589K | 0.12% | 88 |
|
|
2019
Q4 | $531K | Buy |
5,821
+340
| +6% | +$31.2K | 0.05% | 135 |
|
|
2019
Q3 | $526K | Sell |
5,481
-556
| -9% | -$50.6K | 0.05% | 164 |
|
|
2019
Q2 | $532K | Sell |
6,037
-2,419
| -29% | -$214K | 0.05% | 165 |
|
|
2019
Q1 | $761K | Sell |
8,456
-462
| -5% | -$40.7K | 0.07% | 137 |
|
|
2018
Q4 | $769K | Sell |
8,918
-7,672
| -46% | -$653K | 0.08% | 136 |
|
|
2018
Q3 | $1.33M | Sell |
16,590
-13,536
| -45% | -$1.09M | 0.14% | 107 |
|
|
2018
Q2 | $2.38M | Buy |
30,126
+4,642
| +18% | +$357K | 0.26% | 67 |
|
|
2018
Q1 | $1.98M | Buy |
25,484
+3,569
| +16% | +$276K | 0.24% | 77 |
|
|
2017
Q4 | $1.84M | Buy |
21,915
+166
| +0.8% | +$14.5K | 0.23% | 87 |
|
|
2017
Q3 | $1.82M | Buy |
21,749
+1,868
| +9% | +$160K | 0.24% | 80 |
|
|
2017
Q2 | $1.66M | Sell |
19,881
-12,674
| -39% | -$1.07M | 0.24% | 88 |
|
|
2017
Q1 | $2.67M | Buy |
32,555
+2,138
| +7% | +$170K | 0.34% | 67 |
|
|
2016
Q4 | $2.36M | Buy |
30,417
+1,840
| +6% | +$141K | 0.33% | 72 |
|
|
2016
Q3 | $2.29M | Buy |
28,577
+358
| +1% | +$29.6K | 0.31% | 75 |
|
|
2016
Q2 | $2.42M | Buy |
28,219
+5,808
| +26% | +$464K | 0.34% | 72 |
|
|
2016
Q1 | $1.81M | Buy |
22,411
+5,103
| +29% | +$386K | 0.36% | 69 |
|
|
2015
Q4 | $1.24M | Sell |
17,308
-1,746
| -9% | -$123K | 0.26% | 90 |
|
|
2015
Q3 | $1.37M | Buy |
19,054
+1,583
| +9% | +$115K | 0.3% | 79 |
|
|
2015
Q2 | $1.23M | Sell |
17,471
-411
| -2% | -$31.1K | 0.26% | 97 |
|
|
2015
Q1 | $1.37M | Buy |
17,882
+1,995
| +13% | +$162K | 0.29% | 80 |
|
|
2014
Q4 | $1.33M | Sell |
15,887
-2,105
| -12% | -$170K | 0.31% | 83 |
|
|
2014
Q3 | $1.34M | Sell |
17,992
-147
| -0.8% | -$10.7K | 0.35% | 71 |
|
|
2014
Q2 | $1.35M | Buy |
18,139
+3,660
| +25% | +$263K | 0.35% | 69 |
|
|
2014
Q1 | $1.03M | Sell |
14,479
-257
| -2% | -$17.9K | 0.3% | 88 |
|
|
2013
Q4 | $1.02M | Buy |
14,736
+1,280
| +10% | +$89.6K | 0.29% | 85 |
|
|
2013
Q3 | $898K | Buy |
13,456
+362
| +3% | +$24.7K | 0.27% | 83 |
|
|
2013
Q2 | $884K | Buy |
+13,094
| New | +$925K | 0.25% | 78 |
|
Other funds holding DUK
VCM
VPM
Johnson Financial Group Inc (Wisconsin)'s DUK Position: Q1 2026 in Review
Johnson Financial Group Inc (Wisconsin) reduced its Duke Energy (DUK) stake by 5.2% in Q1 2026, selling an estimated $11.5K and leaving 1,676 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #307.
Johnson Financial Group Inc (Wisconsin) first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.67M in Q1 2017. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Johnson Financial Group Inc (Wisconsin) held 1,676 shares of Duke Energy worth $219K as of Q1 2026.
- Johnson Financial Group Inc (Wisconsin) sold 92 Duke Energy shares in Q1 2026, an estimated $11.5K.
- Duke Energy made up 0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #307 holding.
- Johnson Financial Group Inc (Wisconsin) first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
- Johnson Financial Group Inc (Wisconsin)'s Duke Energy position peaked at $2.67M in Q1 2017.
- 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.