JP Morgan Chase’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-1,400
| Closed | -$165K | – | 7464 |
|
|
2025
Q2 | $165K | Buy |
+1,400
| New | +$165K | ﹤0.01% | 5340 |
|
|
2024
Q3 | – | Sell |
-20,100
| Closed | -$2.01M | – | 7472 |
|
|
2024
Q2 | $2.01M | Buy |
+20,100
| New | +$2.01M | ﹤0.01% | 3787 |
|
|
2024
Q1 | – | Sell |
-107,500
| Closed | -$10.4M | – | 7500 |
|
|
2023
Q4 | $10.4M | Hold |
107,500
| – | – | ﹤0.01% | 2432 |
|
|
2023
Q3 | $9.49M | Sell |
107,500
-13,400
| -11% | -$1.23M | ﹤0.01% | 2295 |
|
|
2023
Q2 | $10.8M | Buy |
120,900
+11,800
| +11% | +$1.11M | ﹤0.01% | 2228 |
|
|
2023
Q1 | $10.5M | Buy |
109,100
+5,900
| +6% | +$583K | ﹤0.01% | 2236 |
|
|
2022
Q4 | $10.6M | Hold |
103,200
| – | – | ﹤0.01% | 2196 |
|
|
2022
Q3 | $9.6M | Sell |
103,200
-30,500
| -23% | -$3.28M | ﹤0.01% | 2177 |
|
|
2022
Q2 | $14.3M | Sell |
133,700
-196,200
| -59% | -$21.6M | ﹤0.01% | 1885 |
|
|
2022
Q1 | $36.8M | Sell |
329,900
-42,100
| -11% | -$4.37M | ﹤0.01% | 1341 |
|
|
2021
Q4 | $39M | Buy |
372,000
+76,800
| +26% | +$7.79M | ﹤0.01% | 1344 |
|
|
2021
Q3 | $28.8M | Buy |
295,200
+7,200
| +3% | +$745K | ﹤0.01% | 1497 |
|
|
2021
Q2 | $28.4M | Buy |
288,000
+239,400
| +493% | +$24.1M | ﹤0.01% | 1554 |
|
|
2021
Q1 | $4.69M | Buy |
48,600
+9,300
| +24% | +$849K | ﹤0.01% | 3030 |
|
|
2020
Q4 | $3.6M | Buy |
39,300
+23,000
| +141% | +$2.13M | ﹤0.01% | 3068 |
|
|
2020
Q3 | $1.34M | Hold |
16,300
| – | – | ﹤0.01% | 3478 |
|
|
2020
Q2 | $1.3M | Buy |
16,300
+5,300
| +48% | +$448K | ﹤0.01% | 3363 |
|
|
2020
Q1 | $890K | Sell |
11,000
-368,500
| -97% | -$33.8M | ﹤0.01% | 3471 |
|
|
2019
Q4 | $34.6M | Buy |
379,500
+21,600
| +6% | +$1.98M | 0.01% | 1176 |
|
|
2019
Q3 | $34.3M | Sell |
357,900
-20,300
| -5% | -$1.85M | 0.01% | 1179 |
|
|
2019
Q2 | $33.5M | Buy |
378,200
+38,100
| +11% | +$3.37M | 0.01% | 1210 |
|
|
2019
Q1 | $30.6M | Buy |
340,100
+205,900
| +153% | +$18.2M | 0.01% | 1238 |
|
|
2018
Q4 | $11.6M | Sell |
134,200
-4,900
| -4% | -$417K | ﹤0.01% | 1891 |
|
|
2018
Q3 | $11.1M | Buy |
139,100
+50,000
| +56% | +$4.04M | ﹤0.01% | 2112 |
|
|
2018
Q2 | $7.05M | Buy |
89,100
+9,100
| +11% | +$700K | ﹤0.01% | 2420 |
|
|
2018
Q1 | $6.2M | Sell |
80,000
-100,000
| -56% | -$7.73M | ﹤0.01% | 2395 |
|
|
2017
Q4 | $15.1M | Buy |
180,000
+30,000
| +20% | +$2.62M | ﹤0.01% | 1792 |
|
|
2017
Q3 | $12.6M | Hold |
150,000
| – | – | ﹤0.01% | 1815 |
|
|
2017
Q2 | $12.5M | Buy |
150,000
+100,000
| +200% | +$8.41M | ﹤0.01% | 1805 |
|
|
2017
Q1 | $4.1M | Buy |
+50,000
| New | +$3.97M | ﹤0.01% | 2569 |
|
|
2016
Q3 | – | Sell |
-1,100
| Closed | -$94K | – | 4598 |
|
|
2016
Q2 | $94K | Buy |
+1,100
| New | +$87.9K | ﹤0.01% | 3888 |
|
|
2016
Q1 | – | Sell |
-300
| Closed | -$21K | – | 4719 |
|
|
2015
Q4 | $21K | Hold |
300
| – | – | ﹤0.01% | 4072 |
|
|
2015
Q3 | $22K | Sell |
300
-1,085,200
| -100% | -$78.6M | ﹤0.01% | 3830 |
|
|
2015
Q2 | $76.7M | Buy |
1,085,500
+1,080,400
| +21,184% | +$81.6M | 0.02% | 705 |
|
|
2015
Q1 | $392K | Sell |
5,100
-4,000
| -44% | -$325K | ﹤0.01% | 3626 |
|
|
2014
Q4 | $760K | Sell |
9,100
-42,400
| -82% | -$3.42M | ﹤0.01% | 3488 |
|
|
2014
Q3 | $3.85M | Buy |
+51,500
| New | +$3.76M | ﹤0.01% | 2529 |
|
Other funds holding DUK
VCM
VPM
JP Morgan Chase's DUK Position: Q1 2026 in Review
JP Morgan Chase increased its Duke Energy (DUK) stake by 17% in Q1 2026, buying an estimated $74.5M and bringing the position to 4,036,727 shares worth $532M. The position accounts for 0.03% of the portfolio, ranked #392.
JP Morgan Chase first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- JP Morgan Chase held 4,036,727 shares of Duke Energy worth $532M as of Q1 2026.
- JP Morgan Chase bought 595,828 Duke Energy shares in Q1 2026, an estimated $74.5M.
- Duke Energy made up 0.03% of JP Morgan Chase's portfolio in Q1 2026, its #392 holding.
- JP Morgan Chase first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
- 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.