Massachusetts Financial Services
DUK icon

Massachusetts Financial Services’s Duke Energy DUK Stock Holding History

Massachusetts Financial Services’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 		$1.9B Sell
14,391,296
-1,653,176
-10% -$207M 0.64% 39
2025
Q4 		$1.88B Sell
16,044,472
-825,100
-5% -$101M 0.61% 41
2025
Q3 		$2.09B Sell
16,869,572
-305,238
-2% -$37M 0.65% 32
2025
Q2 		$2.03B Sell
17,174,810
-932,815
-5% -$110M 0.64% 33
2025
Q1 		$2.21B Buy
18,107,625
+9,829
+0.1% +$1.12M 0.73% 25
2024
Q4 		$1.95B Buy
18,097,796
+124,863
+0.7% +$14.1M 0.62% 37
2024
Q3 		$2.07B Sell
17,972,933
-301,658
-2% -$33.6M 0.62% 38
2024
Q2 		$1.83B Sell
18,274,591
-331,983
-2% -$33.2M 0.56% 45
2024
Q1 		$1.8B Sell
18,606,574
-92,910
-0.5% -$8.81M 0.54% 48
2023
Q4 		$1.81B Sell
18,699,484
-584,412
-3% -$53.2M 0.59% 45
2023
Q3 		$1.7B Buy
19,283,896
+14,762
+0.1% +$1.35M 0.6% 42
2023
Q2 		$1.73B Buy
19,269,134
+54,872
+0.3% +$5.18M 0.57% 48
2023
Q1 		$1.85B Sell
19,214,262
-142,034
-0.7% -$14M 0.63% 42
2022
Q4 		$1.99B Sell
19,356,296
-739,984
-4% -$71M 0.7% 37
2022
Q3 		$1.87B Sell
20,096,280
-443,779
-2% -$47.7M 0.7% 37
2022
Q2 		$2.2B Sell
20,540,059
-1,392,235
-6% -$153M 0.76% 34
2022
Q1 		$2.45B Sell
21,932,294
-1,686,036
-7% -$175M 0.73% 34
2021
Q4 		$2.48B Sell
23,618,330
-906,132
-4% -$91.9M 0.68% 34
2021
Q3 		$2.39B Sell
24,524,462
-782,813
-3% -$81M 0.7% 33
2021
Q2 		$2.5B Sell
25,307,275
-572,207
-2% -$57.5M 0.73% 32
2021
Q1 		$2.5B Sell
25,879,482
-135,067
-0.5% -$12.3M 0.77% 30
2020
Q4 		$2.38B Buy
26,014,549
+300,327
+1% +$27.8M 0.76% 29
2020
Q3 		$2.28B Buy
25,714,222
+355,234
+1% +$29.3M 0.83% 27
2020
Q2 		$2.03B Buy
25,358,988
+674,836
+3% +$57M 0.8% 27
2020
Q1 		$2B Buy
24,684,152
+403,703
+2% +$37.1M 0.95% 24
2019
Q4 		$2.21B Buy
24,280,449
+2,961,767
+14% +$272M 0.83% 28
2019
Q3 		$2.04B Buy
21,318,682
+990,017
+5% +$90.1M 0.82% 29
2019
Q2 		$1.79B Buy
20,328,665
+1,947,264
+11% +$172M 0.73% 38
2019
Q1 		$1.65B Sell
18,381,401
-996,276
-5% -$87.8M 0.7% 41
2018
Q4 		$1.67B Sell
19,377,677
-484,351
-2% -$41.2M 0.8% 33
2018
Q3 		$1.59B Buy
19,862,028
+121,046
+0.6% +$9.79M 0.65% 47
2018
Q2 		$1.56B Buy
19,740,982
+317,835
+2% +$24.4M 0.67% 47
2018
Q1 		$1.5B Buy
19,423,147
+3,718,916
+24% +$287M 0.64% 49
2017
Q4 		$1.32B Buy
15,704,231
+1,592,971
+11% +$139M 0.55% 49
2017
Q3 		$1.18B Buy
14,111,260
+1,445,492
+11% +$124M 0.51% 58
2017
Q2 		$1.06B Buy
12,665,768
+3,243,705
+34% +$273M 0.47% 61
2017
Q1 		$773M Buy
9,422,063
+2,345,114
+33% +$186M 0.36% 79
2016
Q4 		$549M Buy
7,076,949
+295,836
+4% +$22.7M 0.27% 107
2016
Q3 		$543M Buy
6,781,113
+522,840
+8% +$43.3M 0.26% 104
2016
Q2 		$537M Sell
6,258,273
-229,416
-4% -$18.3M 0.27% 106
2016
Q1 		$523M Buy
6,487,689
+362,417
+6% +$27.4M 0.27% 102
2015
Q4 		$437M Sell
6,125,272
-280,318
-4% -$19.7M 0.23% 117
2015
Q3 		$461M Buy
6,405,590
+64,689
+1% +$4.68M 0.26% 105
2015
Q2 		$448M Buy
6,340,901
+839,711
+15% +$63.5M 0.23% 106
2015
Q1 		$422M Buy
5,501,190
+3,288,756
+149% +$267M 0.21% 109
2014
Q4 		$185M Sell
2,212,434
-1,507,496
-41% -$122M 0.09% 191
2014
Q3 		$278M Sell
3,719,930
-274,206
-7% -$20M 0.15% 149
2014
Q2 		$296M Sell
3,994,136
-921,798
-19% -$66.3M 0.15% 144
2014
Q1 		$350M Buy
4,915,934
+18,887
+0.4% +$1.32M 0.19% 115
2013
Q4 		$338M Buy
4,897,047
+724,271
+17% +$50.7M 0.19% 106
2013
Q3 		$279M Buy
4,172,776
+1,922,679
+85% +$131M 0.17% 122
2013
Q2 		$152M Buy
+2,250,097
New +$159M 0.1% 180

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Massachusetts Financial Services's DUK Position: Q1 2026 in Review

Massachusetts Financial Services reduced its Duke Energy (DUK) stake by 10% in Q1 2026, selling an estimated $207M and leaving 14,391,296 shares worth $1.9B. The position accounts for 0.64% of the portfolio, ranked #39.

Massachusetts Financial Services first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.5B in Q2 2021. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Massachusetts Financial Services held 14,391,296 shares of Duke Energy worth $1.9B as of Q1 2026.
  • Massachusetts Financial Services sold 1,653,176 Duke Energy shares in Q1 2026, an estimated $207M.
  • Duke Energy made up 0.64% of Massachusetts Financial Services's portfolio in Q1 2026, its #39 holding.
  • Massachusetts Financial Services first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
  • Massachusetts Financial Services's Duke Energy position peaked at $2.5B in Q2 2021.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.