MIC
DUK icon

Means Investment Company’s Duke Energy DUK Stock Holding History

Means Investment Company’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 		$391K Sell
2,985
-102
-3% -$12.8K 0.03% 143
2025
Q4 		$362K Buy
3,087
+8
+0.3% +$977 0.03% 142
2025
Q3 		$381K Sell
3,079
-64
-2% -$7.77K 0.03% 147
2025
Q2 		$371K Buy
3,143
+47
+2% +$5.55K 0.04% 145
2025
Q1 		$378K Sell
3,096
-385
-11% -$43.9K 0.04% 136
2024
Q4 		$375K Buy
3,481
+18
+0.5% +$2.04K 0.04% 150
2024
Q3 		$399K Sell
3,463
-8
-0.2% -$890 0.04% 144
2024
Q2 		$348K Sell
3,471
-321
-8% -$32.1K 0.04% 148
2024
Q1 		$367K Sell
3,792
-684
-15% -$64.9K 0.05% 142
2023
Q4 		$434K Sell
4,476
-88
-2% -$8K 0.06% 129
2023
Q3 		$403K Sell
4,564
-285
-6% -$26.1K 0.07% 135
2023
Q2 		$435K Sell
4,849
-43
-0.9% -$4.06K 0.07% 129
2023
Q1 		$472K Sell
4,892
-91
-2% -$8.99K 0.08% 123
2022
Q4 		$513K Buy
4,983
+339
+7% +$32.5K 0.1% 115
2022
Q3 		$432K Buy
4,644
+16
+0.3% +$1.72K 0.09% 124
2022
Q2 		$496K Buy
4,628
+17
+0.4% +$1.87K 0.11% 111
2022
Q1 		$515K Buy
4,611
+349
+8% +$36.2K 0.09% 117
2021
Q4 		$447K Buy
4,262
+116
+3% +$11.8K 0.08% 128
2021
Q3 		$405K Sell
4,146
-84
-2% -$8.7K 0.08% 129
2021
Q2 		$418K Buy
4,230
+106
+3% +$10.6K 0.08% 128
2021
Q1 		$398K Buy
4,124
+32
+0.8% +$2.92K 0.09% 119
2020
Q4 		$370K Sell
4,092
-38
-0.9% -$3.52K 0.08% 126
2020
Q3 		$386K Buy
4,130
+20
+0.5% +$1.65K 0.11% 103
2020
Q2 		$344K Buy
4,110
+17
+0.4% +$1.44K 0.11% 101
2020
Q1 		$357K Buy
4,093
+19
+0.5% +$1.75K 0.14% 88
2019
Q4 		$382K Buy
4,074
+17
+0.4% +$1.56K 0.13% 102
2019
Q3 		$380K Buy
4,057
+309
+8% +$28.1K 0.14% 97
2019
Q2 		$335K Buy
3,748
+14
+0.4% +$1.24K 0.14% 106
2019
Q1 		$336K Buy
3,734
+13
+0.3% +$1.15K 0.15% 107
2018
Q4 		$321K Buy
+3,721
New +$317K 0.18% 99

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

Means Investment Company's DUK Position: Q1 2026 in Review

Means Investment Company reduced its Duke Energy (DUK) stake by 3.3% in Q1 2026, selling an estimated $12.8K and leaving 2,985 shares worth $391K. The position accounts for 0.03% of the portfolio, ranked #143.

Means Investment Company first reported a position in DUK in Q4 2018 and has held it in 30 quarters since. The position peaked at $515K in Q1 2022. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Means Investment Company held 2,985 shares of Duke Energy worth $391K as of Q1 2026.
  • Means Investment Company sold 102 Duke Energy shares in Q1 2026, an estimated $12.8K.
  • Duke Energy made up 0.03% of Means Investment Company's portfolio in Q1 2026, its #143 holding.
  • Means Investment Company first reported a position in Duke Energy in Q4 2018 and has held it in 30 quarters since.
  • Means Investment Company's Duke Energy position peaked at $515K in Q1 2022.
  • 2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.