Linscomb Wealth’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 | $9.89M | Sell |
75,532
-16,575
| -18% | -$2.07M | 0.44% | 48 |
|
|
2025
Q4 | $10.8M | Buy |
92,107
+680
| +0.7% | +$83K | 0.45% | 50 |
|
|
2025
Q3 | $11.3M | Buy |
91,427
+1,399
| +2% | +$170K | 0.49% | 47 |
|
|
2025
Q2 | $10.6M | Buy |
90,028
+97
| +0.1% | +$11.4K | 0.49% | 46 |
|
|
2025
Q1 | $11M | Buy |
89,931
+1,020
| +1% | +$116K | 0.55% | 39 |
|
|
2024
Q4 | $9.58M | Buy |
88,911
+2,390
| +3% | +$271K | 0.48% | 46 |
|
|
2024
Q3 | $9.98M | Sell |
86,521
-506
| -0.6% | -$56.3K | 0.49% | 42 |
|
|
2024
Q2 | $8.72M | Buy |
87,027
+880
| +1% | +$88K | 0.45% | 51 |
|
|
2024
Q1 | $8.33M | Sell |
86,147
-1,845
| -2% | -$175K | 0.43% | 55 |
|
|
2023
Q4 | $8.54M | Sell |
87,992
-1,409
| -2% | -$128K | 0.47% | 50 |
|
|
2023
Q3 | $7.89M | Sell |
89,401
-4,982
| -5% | -$457K | 0.46% | 51 |
|
|
2023
Q2 | $8.47M | Sell |
94,383
-3,453
| -4% | -$326K | 0.46% | 54 |
|
|
2023
Q1 | $9.44M | Sell |
97,836
-3,417
| -3% | -$338K | 0.5% | 48 |
|
|
2022
Q4 | $10.4M | Buy |
101,253
+6,318
| +7% | +$606K | 0.53% | 44 |
|
|
2022
Q3 | $8.83M | Buy |
94,935
+934
| +1% | +$100K | 0.54% | 48 |
|
|
2022
Q2 | $10.1M | Sell |
94,001
-4,849
| -5% | -$533K | 0.58% | 40 |
|
|
2022
Q1 | $11M | Buy |
98,850
+4,240
| +4% | +$440K | 0.53% | 43 |
|
|
2021
Q4 | $9.93M | Buy |
94,610
+1,548
| +2% | +$157K | 0.47% | 51 |
|
|
2021
Q3 | $9.08M | Buy |
93,062
+3,234
| +4% | +$335K | 0.47% | 53 |
|
|
2021
Q2 | $8.87M | Buy |
89,828
+2,988
| +3% | +$300K | 0.45% | 59 |
|
|
2021
Q1 | $8.38M | Buy |
86,840
+2,956
| +4% | +$270K | 0.46% | 58 |
|
|
2020
Q4 | $7.68M | Sell |
83,884
-2,044
| -2% | -$189K | 0.46% | 54 |
|
|
2020
Q3 | $7.61M | Buy |
85,928
+2,590
| +3% | +$213K | 0.52% | 47 |
|
|
2020
Q2 | $6.66M | Buy |
83,338
+11,800
| +16% | +$997K | 0.49% | 51 |
|
|
2020
Q1 | $5.79M | Buy |
71,538
+4,072
| +6% | +$374K | 0.51% | 37 |
|
|
2019
Q4 | $6.15M | Buy |
67,466
+1,198
| +2% | +$110K | 0.4% | 43 |
|
|
2019
Q3 | $6.35M | Buy |
66,268
+7,800
| +13% | +$710K | 0.51% | 34 |
|
|
2019
Q2 | $5.16M | Sell |
58,468
-1
| -0% | -$88 | 0.42% | 40 |
|
|
2019
Q1 | $5.26M | Buy |
58,469
+540
| +0.9% | +$47.6K | 0.44% | 37 |
|
|
2018
Q4 | $5M | Buy |
57,929
+382
| +0.7% | +$32.5K | 0.47% | 36 |
|
|
2018
Q3 | $4.61M | Buy |
57,547
+259
| +0.5% | +$20.9K | 0.38% | 48 |
|
|
2018
Q2 | $4.53M | Buy |
57,288
+10,880
| +23% | +$837K | 0.39% | 43 |
|
|
2018
Q1 | $3.6M | Buy |
46,408
+1,747
| +4% | +$135K | 0.31% | 57 |
|
|
2017
Q4 | $3.76M | Buy |
44,661
+2,355
| +6% | +$206K | 0.31% | 56 |
|
|
2017
Q3 | $3.55M | Buy |
42,306
+932
| +2% | +$79.8K | 0.3% | 58 |
|
|
2017
Q2 | $3.46M | Sell |
41,374
-1,682
| -4% | -$141K | 0.31% | 58 |
|
|
2017
Q1 | $3.53M | Buy |
43,056
+4,278
| +11% | +$340K | 0.32% | 56 |
|
|
2016
Q4 | $3.01M | Buy |
38,778
+2,036
| +6% | +$156K | 0.28% | 61 |
|
|
2016
Q3 | $2.94M | Buy |
36,742
+3,924
| +12% | +$325K | 0.29% | 56 |
|
|
2016
Q2 | $2.81M | Sell |
32,818
-1,660
| -5% | -$133K | 0.28% | 53 |
|
|
2016
Q1 | $2.78M | Buy |
34,478
+3,047
| +10% | +$231K | 0.3% | 54 |
|
|
2015
Q4 | $2.24M | Buy |
31,431
+1,279
| +4% | +$89.9K | 0.25% | 65 |
|
|
2015
Q3 | $2.17M | Buy |
30,152
+2,504
| +9% | +$181K | 0.26% | 62 |
|
|
2015
Q2 | $1.95M | Buy |
27,648
+251
| +0.9% | +$19K | 0.21% | 73 |
|
|
2015
Q1 | $2.1M | Buy |
27,397
+1,650
| +6% | +$134K | 0.23% | 76 |
|
|
2014
Q4 | $2.15M | Buy |
25,747
+552
| +2% | +$44.5K | 0.24% | 75 |
|
|
2014
Q3 | $1.88M | Buy |
25,195
+876
| +4% | +$63.9K | 0.21% | 80 |
|
|
2014
Q2 | $1.8M | Buy |
24,319
+2,506
| +11% | +$180K | 0.19% | 83 |
|
|
2014
Q1 | $1.55M | Buy |
21,813
+3,596
| +20% | +$251K | 0.17% | 85 |
|
|
2013
Q4 | $1.26M | Buy |
18,217
+6,194
| +52% | +$434K | 0.15% | 87 |
|
|
2013
Q3 | $803K | Buy |
12,023
+79
| +0.7% | +$5.39K | 0.11% | 107 |
|
|
2013
Q2 | $806K | Buy |
+11,944
| New | +$844K | 0.11% | 104 |
|
Other funds holding DUK
VCM
VPM
Linscomb Wealth's DUK Position: Q1 2026 in Review
Linscomb Wealth reduced its Duke Energy (DUK) stake by 18% in Q1 2026, selling an estimated $2.07M and leaving 75,532 shares worth $9.89M. The position accounts for 0.44% of the portfolio, ranked #48.
Linscomb Wealth first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.3M in Q3 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Linscomb Wealth held 75,532 shares of Duke Energy worth $9.89M as of Q1 2026.
- Linscomb Wealth sold 16,575 Duke Energy shares in Q1 2026, an estimated $2.07M.
- Duke Energy made up 0.44% of Linscomb Wealth's portfolio in Q1 2026, its #48 holding.
- Linscomb Wealth first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
- Linscomb Wealth's Duke Energy position peaked at $11.3M in Q3 2025.
- 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.