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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-27,000
| Closed | -$2.62M | – | 7501 |
|
|
2023
Q4 | $2.62M | Hold |
27,000
| – | – | ﹤0.01% | 3621 |
|
|
2023
Q3 | $2.38M | Hold |
27,000
| – | – | ﹤0.01% | 3426 |
|
|
2023
Q2 | $2.42M | Sell |
27,000
-302,500
| -92% | -$28.5M | ﹤0.01% | 3396 |
|
|
2023
Q1 | $31.8M | Sell |
329,500
-360,100
| -52% | -$35.6M | ﹤0.01% | 1340 |
|
|
2022
Q4 | $71M | Buy |
689,600
+231,100
| +50% | +$22.2M | 0.01% | 931 |
|
|
2022
Q3 | $42.6M | Buy |
458,500
+75,300
| +20% | +$8.09M | 0.01% | 1125 |
|
|
2022
Q2 | $41.1M | Buy |
383,200
+107,500
| +39% | +$11.8M | 0.01% | 1156 |
|
|
2022
Q1 | $30.8M | Buy |
275,700
+70,700
| +34% | +$7.34M | ﹤0.01% | 1447 |
|
|
2021
Q4 | $21.5M | Buy |
205,000
+5,900
| +3% | +$598K | ﹤0.01% | 1768 |
|
|
2021
Q3 | $19.4M | Buy |
199,100
+69,800
| +54% | +$7.23M | ﹤0.01% | 1791 |
|
|
2021
Q2 | $12.8M | Buy |
129,300
+87,900
| +212% | +$8.83M | ﹤0.01% | 2215 |
|
|
2021
Q1 | $4M | Sell |
41,400
-5,400
| -12% | -$493K | ﹤0.01% | 3165 |
|
|
2020
Q4 | $4.29M | Buy |
46,800
+14,400
| +44% | +$1.33M | ﹤0.01% | 2945 |
|
|
2020
Q3 | $2.67M | Hold |
32,400
| – | – | ﹤0.01% | 3026 |
|
|
2020
Q2 | $2.59M | Sell |
32,400
-17,300
| -35% | -$1.46M | ﹤0.01% | 2927 |
|
|
2020
Q1 | $4.02M | Sell |
49,700
-403,100
| -89% | -$37M | ﹤0.01% | 2449 |
|
|
2019
Q4 | $41.3M | Sell |
452,800
-16,500
| -4% | -$1.51M | 0.01% | 1067 |
|
|
2019
Q3 | $45M | Sell |
469,300
-9,200
| -2% | -$837K | 0.01% | 1008 |
|
|
2019
Q2 | $42.4M | Buy |
478,500
+17,800
| +4% | +$1.57M | 0.01% | 1061 |
|
|
2019
Q1 | $41.5M | Buy |
460,700
+55,300
| +14% | +$4.88M | 0.01% | 1050 |
|
|
2018
Q4 | $35M | Buy |
405,400
+273,000
| +206% | +$23.2M | 0.01% | 1091 |
|
|
2018
Q3 | $10.6M | Buy |
132,400
+50,000
| +61% | +$4.04M | ﹤0.01% | 2157 |
|
|
2018
Q2 | $6.52M | Buy |
82,400
+36,900
| +81% | +$2.84M | ﹤0.01% | 2475 |
|
|
2018
Q1 | $3.52M | Hold |
45,500
| – | – | ﹤0.01% | 2861 |
|
|
2017
Q4 | $3.83M | Buy |
45,500
+30,000
| +194% | +$2.62M | ﹤0.01% | 2895 |
|
|
2017
Q3 | $1.31M | Buy |
15,500
+6,400
| +70% | +$548K | ﹤0.01% | 3378 |
|
|
2017
Q2 | $761K | Sell |
9,100
-6,400
| -41% | -$538K | ﹤0.01% | 3550 |
|
|
2017
Q1 | $1.27M | Buy |
+15,500
| New | +$1.23M | ﹤0.01% | 3289 |
|
|
2016
Q1 | – | Sell |
-56,400
| Closed | -$4.03M | – | 4720 |
|
|
2015
Q4 | $4.03M | Hold |
56,400
| – | – | ﹤0.01% | 2354 |
|
|
2015
Q3 | $4.06M | Sell |
56,400
-787,600
| -93% | -$57M | ﹤0.01% | 2352 |
|
|
2015
Q2 | $59.6M | Buy |
844,000
+843,700
| +281,233% | +$63.8M | 0.01% | 810 |
|
|
2015
Q1 | $23K | Sell |
300
-7,600
| -96% | -$617K | ﹤0.01% | 3980 |
|
|
2014
Q4 | $660K | Sell |
7,900
-12,700
| -62% | -$1.02M | ﹤0.01% | 3553 |
|
|
2014
Q3 | $1.54M | Buy |
+20,600
| New | +$1.5M | ﹤0.01% | 3087 |
|
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.