Mechanics Financial Corp’s Duke Energy DUK Stock Holding History

Mechanics Financial Corp’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	$865K	Buy	6,604 +70	+1%	+$8.75K	0.36%	63
2025 Q4	$766K	Sell	6,534 -180	-3%	-$22K	0.28%	67
2025 Q3	$831K	Buy	6,714 +232	+4%	+$28.2K	0.31%	65
2025 Q2	$765K	Buy	6,482 +4,425	+215%	+$522K	0.33%	67
2025 Q1	$251K	Hold	2,057	–	–	0.11%	102
2024 Q4	$222K	Hold	2,057	–	–	0.1%	106
2024 Q3	$237K	Buy	2,057 +1,057	+106%	+$118K	0.1%	105
2024 Q2	$100K	Hold	1,000	–	–	0.05%	139
2024 Q1	$96.7K	Hold	1,000	–	–	0.05%	137
2023 Q4	$97K	Hold	1,000	–	–	0.05%	134
2023 Q3	$88.3K	Hold	1,000	–	–	0.05%	134
2023 Q2	$89.7K	Hold	1,000	–	–	0.05%	137
2023 Q1	$96.5K	Hold	1,000	–	–	0.06%	137
2022 Q4	$103K	Hold	1,000	–	–	0.06%	135
2022 Q3	$93K	Hold	1,000	–	–	0.06%	138
2022 Q2	$107K	Hold	1,000	–	–	0.06%	133
2022 Q1	$112K	Hold	1,000	–	–	0.06%	133
2021 Q4	$105K	Buy	+1,000	New	+$101K	0.05%	135

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

Mechanics Financial Corp's DUK Position: Q1 2026 in Review

Mechanics Financial Corp increased its Duke Energy (DUK) stake by 1.1% in Q1 2026, buying an estimated $8.75K and bringing the position to 6,604 shares worth $865K. The position accounts for 0.36% of the portfolio, ranked #63.

Mechanics Financial Corp first reported a position in DUK in Q4 2021 and has held it in 18 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Mechanics Financial Corp held 6,604 shares of Duke Energy worth $865K as of Q1 2026.
Mechanics Financial Corp bought 70 Duke Energy shares in Q1 2026, an estimated $8.75K.
Duke Energy made up 0.36% of Mechanics Financial Corp's portfolio in Q1 2026, its #63 holding.
Mechanics Financial Corp first reported a position in Duke Energy in Q4 2021 and has held it in 18 quarters since.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Mechanics Financial Corp's 13F filing for Q1 2026, filed 6 May 2026.