Mark Sheptoff Financial Planning’s Duke Energy DUK Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$330K	Sell	2,584 -101	-4%	-$12.6K	0.17%	72
2025 Q4	$315K	Hold	2,685	–	–	0.15%	78
2025 Q3	$332K	Sell	2,685 -26	-1%	-$3.15K	0.16%	76
2025 Q2	$320K	Buy	2,711 +26	+1%	+$3.07K	0.17%	74
2025 Q1	$327K	Hold	2,685	–	–	0.18%	71
2024 Q4	$289K	Sell	2,685 -50	-2%	-$5.66K	0.16%	74
2024 Q3	$315K	Sell	2,735 -50	-2%	-$5.57K	0.17%	71
2024 Q2	$279K	Hold	2,785	–	–	0.16%	79
2024 Q1	$269K	Hold	2,785	–	–	0.15%	80
2023 Q4	$270K	Sell	2,785 -2,000	-42%	-$182K	0.16%	76
2023 Q3	$422K	Hold	4,785	–	–	0.27%	53
2023 Q2	$429K	Sell	4,785 -233	-5%	-$22K	0.25%	57
2023 Q1	$484K	Hold	5,018	–	–	0.28%	54
2022 Q4	$517K	Hold	5,018	–	–	0.3%	54
2022 Q3	$467K	Hold	5,018	–	–	0.28%	56
2022 Q2	$538K	Hold	5,018	–	–	0.31%	57
2022 Q1	$560K	Buy	5,018 +300	+6%	+$31.2K	0.28%	63
2021 Q4	$495K	Buy	4,718 +348	+8%	+$35.3K	0.24%	66
2021 Q3	$426K	Hold	4,370	–	–	0.23%	64
2021 Q2	$431K	Sell	4,370 -35	-0.8%	-$3.52K	0.23%	67
2021 Q1	$425K	Hold	4,405	–	–	0.24%	66
2020 Q4	$403K	Sell	4,405 -70	-2%	-$6.47K	0.23%	69
2020 Q3	$396K	Buy	4,475 +2	+0%	+$165	0.24%	61
2020 Q2	$357K	Sell	4,473 -200	-4%	-$16.9K	0.23%	66
2020 Q1	$378K	Buy	4,673 +200	+4%	+$18.4K	0.29%	54
2019 Q4	$408K	Hold	4,473	–	–	0.26%	63
2019 Q3	$429K	Buy	4,473 +130	+3%	+$11.8K	0.29%	56
2019 Q2	$383K	Hold	4,343	–	–	0.26%	64
2019 Q1	$391K	Buy	4,343 +100	+2%	+$8.82K	0.28%	66
2018 Q4	$366K	Buy	4,243 +133	+3%	+$11.3K	0.3%	60
2018 Q3	$329K	Hold	4,110	–	–	0.23%	79
2018 Q2	$325K	Hold	4,110	–	–	0.24%	80
2018 Q1	$318K	Hold	4,110	–	–	0.22%	84
2017 Q4	$346K	Hold	4,110	–	–	0.23%	84
2017 Q3	$345K	Hold	4,110	–	–	0.23%	84
2017 Q2	$344K	Sell	4,110 -1	-0%	-$84	0.24%	82
2017 Q1	$337K	Buy	4,111 +2,151	+110%	+$171K	0.24%	77
2016 Q4	$152K	Hold	1,960	–	–	0.11%	118
2016 Q3	$157K	Buy	1,960 +200	+11%	+$16.6K	0.12%	110
2016 Q2	$151K	Hold	1,760	–	–	0.11%	106
2016 Q1	$142K	Sell	1,760 -333	-16%	-$25.2K	0.12%	105
2015 Q4	$149K	Hold	2,093	–	–	0.12%	108
2015 Q3	$151K	Hold	2,093	–	–	0.13%	108
2015 Q2	$148K	Buy	2,093 +200	+11%	+$15.1K	0.12%	116
2015 Q1	$145K	Hold	1,893	–	–	0.12%	116
2014 Q4	$158K	Hold	1,893	–	–	0.14%	104
2014 Q3	$142K	Hold	1,893	–	–	0.13%	117
2014 Q2	$140K	Hold	1,893	–	–	0.12%	121
2014 Q1	$135K	Buy	+1,893	New	+$132K	0.12%	122

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mark Sheptoff Financial Planning's DUK Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Duke Energy (DUK) stake by 3.8% in Q1 2026, selling an estimated $12.6K and leaving 2,584 shares worth $330K. The position accounts for 0.17% of the portfolio, ranked #72.

Mark Sheptoff Financial Planning first reported a position in DUK in Q1 2014 and has held it in 49 quarters since. The position peaked at $560K in Q1 2022. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Mark Sheptoff Financial Planning held 2,584 shares of Duke Energy worth $330K as of Q1 2026.
Mark Sheptoff Financial Planning sold 101 Duke Energy shares in Q1 2026, an estimated $12.6K.
Duke Energy made up 0.17% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #72 holding.
Mark Sheptoff Financial Planning first reported a position in Duke Energy in Q1 2014 and has held it in 49 quarters since.
Mark Sheptoff Financial Planning's Duke Energy position peaked at $560K in Q1 2022.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.