JT Stratford LLC’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 | $1.77M | Buy |
13,497
+902
| +7% | +$113K | 0.23% | 103 |
|
|
2025
Q4 | $1.48M | Buy |
12,595
+376
| +3% | +$45.9K | 0.19% | 115 |
|
|
2025
Q3 | $1.51M | Buy |
12,219
+428
| +4% | +$51.9K | 0.2% | 105 |
|
|
2025
Q2 | $1.39M | Buy |
11,791
+287
| +2% | +$33.9K | 0.21% | 110 |
|
|
2025
Q1 | $1.4M | Sell |
11,504
-331
| -3% | -$37.7K | 0.25% | 102 |
|
|
2024
Q4 | $1.28M | Sell |
11,835
-98
| -0.8% | -$11.1K | 0.21% | 114 |
|
|
2024
Q3 | $1.38M | Buy |
11,933
+293
| +3% | +$32.6K | 0.24% | 106 |
|
|
2024
Q2 | $1.17M | Buy |
11,640
+241
| +2% | +$24.1K | 0.22% | 115 |
|
|
2024
Q1 | $1.1M | Sell |
11,399
-2,139
| -16% | -$203K | 0.22% | 123 |
|
|
2023
Q4 | $1.31M | Buy |
13,538
+115
| +0.9% | +$10.5K | 0.3% | 85 |
|
|
2023
Q3 | $1.18M | Buy |
13,423
+1,486
| +12% | +$136K | 0.31% | 88 |
|
|
2023
Q2 | $1.07M | Buy |
11,937
+744
| +7% | +$70.2K | 0.29% | 93 |
|
|
2023
Q1 | $1.08M | Buy |
11,193
+3,002
| +37% | +$297K | 0.31% | 93 |
|
|
2022
Q4 | $844K | Buy |
8,191
+460
| +6% | +$44.2K | 0.27% | 103 |
|
|
2022
Q3 | $719K | Sell |
7,731
-561
| -7% | -$60.3K | 0.26% | 86 |
|
|
2022
Q2 | $889K | Sell |
8,292
-360
| -4% | -$39.6K | 0.28% | 83 |
|
|
2022
Q1 | $966K | Sell |
8,652
-563
| -6% | -$58.5K | 0.28% | 82 |
|
|
2021
Q4 | $967K | Sell |
9,215
-43
| -0.5% | -$4.36K | 0.26% | 86 |
|
|
2021
Q3 | $903K | Sell |
9,258
-214
| -2% | -$22.2K | 0.28% | 84 |
|
|
2021
Q2 | $935K | Sell |
9,472
-1,286
| -12% | -$129K | 0.3% | 90 |
|
|
2021
Q1 | $1.04M | Sell |
10,758
-12,394
| -54% | -$1.13M | 0.37% | 74 |
|
|
2020
Q4 | $2.12M | Sell |
23,152
-3,842
| -14% | -$355K | 0.79% | 31 |
|
|
2020
Q3 | $2.39M | Sell |
26,994
-1,845
| -6% | -$152K | 1.03% | 21 |
|
|
2020
Q2 | $2.3M | Sell |
28,839
-3,917
| -12% | -$331K | 1.19% | 22 |
|
|
2020
Q1 | $2.65M | Buy |
32,756
+3,917
| +14% | +$360K | 1.62% | 10 |
|
|
2019
Q4 | $2.63M | Buy |
28,839
+4,590
| +19% | +$421K | 1.2% | 17 |
|
|
2019
Q3 | $2.33M | Buy |
24,249
+9,888
| +69% | +$900K | 1.31% | 22 |
|
|
2019
Q2 | $1.27M | Buy |
14,361
+4,954
| +53% | +$438K | 0.7% | 46 |
|
|
2019
Q1 | $847K | Buy |
9,407
+1,218
| +15% | +$107K | 0.49% | 57 |
|
|
2018
Q4 | $707K | Buy |
8,189
+194
| +2% | +$16.5K | 0.47% | 62 |
|
|
2018
Q3 | $640K | Buy |
7,995
+1,200
| +18% | +$97K | 0.37% | 68 |
|
|
2018
Q2 | $537K | Buy |
6,795
+610
| +10% | +$46.9K | 0.33% | 68 |
|
|
2018
Q1 | $479K | Sell |
6,185
-135
| -2% | -$10.4K | 0.3% | 73 |
|
|
2017
Q4 | $532K | Sell |
6,320
-400
| -6% | -$34.9K | 0.35% | 66 |
|
|
2017
Q3 | $564K | Buy |
6,720
+1,386
| +26% | +$119K | 0.37% | 63 |
|
|
2017
Q2 | $446K | Sell |
5,334
-72
| -1% | -$6.05K | 0.31% | 69 |
|
|
2017
Q1 | $443K | Sell |
5,406
-552
| -9% | -$43.9K | 0.33% | 68 |
|
|
2016
Q4 | $462K | Buy |
+5,958
| New | +$456K | 0.39% | 69 |
|
Other funds holding DUK
VCM
VPM
JT Stratford LLC's DUK Position: Q1 2026 in Review
JT Stratford LLC increased its Duke Energy (DUK) stake by 7.2% in Q1 2026, buying an estimated $113K and bringing the position to 13,497 shares worth $1.77M. The position accounts for 0.23% of the portfolio, ranked #103.
JT Stratford LLC first reported a position in DUK in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.65M in Q1 2020. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- JT Stratford LLC held 13,497 shares of Duke Energy worth $1.77M as of Q1 2026.
- JT Stratford LLC bought 902 Duke Energy shares in Q1 2026, an estimated $113K.
- Duke Energy made up 0.23% of JT Stratford LLC's portfolio in Q1 2026, its #103 holding.
- JT Stratford LLC first reported a position in Duke Energy in Q4 2016 and has held it in 38 quarters since.
- JT Stratford LLC's Duke Energy position peaked at $2.65M in Q1 2020.
- 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.