Mercer Global Advisors
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Mercer Global Advisors’s Duke Energy DUK Stock Holding History

Mercer Global Advisors’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 		$29.5M Buy
225,404
+8,897
+4% +$1.11M 0.04% 245
2025
Q4 		$25.4M Buy
216,507
+18,098
+9% +$2.21M 0.04% 281
2025
Q3 		$24.6M Sell
198,409
-12,832
-6% -$1.56M 0.04% 259
2025
Q2 		$24.9M Buy
211,241
+2,947
+1% +$348K 0.05% 201
2025
Q1 		$25.4M Buy
208,294
+19,811
+11% +$2.26M 0.06% 186
2024
Q4 		$20.3M Buy
188,483
+30,441
+19% +$3.45M 0.05% 213
2024
Q3 		$18.3M Buy
158,042
+2,742
+2% +$305K 0.04% 223
2024
Q2 		$12.3M Buy
155,300
+4,087
+3% +$409K 0.03% 268
2024
Q1 		$14.6M Buy
151,213
+36,458
+32% +$3.46M 0.04% 239
2023
Q4 		$11.1M Buy
114,755
+280
+0.2% +$25.5K 0.03% 286
2023
Q3 		$10.1M Sell
114,475
-1,759
-2% -$161K 0.04% 270
2023
Q2 		$10.4M Buy
116,234
+33,558
+41% +$3.17M 0.04% 278
2023
Q1 		$7.98M Sell
82,676
-8,793
-10% -$869K 0.04% 324
2022
Q4 		$9.42M Sell
91,469
-667
-0.7% -$64K 0.05% 279
2022
Q3 		$8.57M Sell
92,136
-6,553
-7% -$704K 0.05% 257
2022
Q2 		$10.6M Buy
98,689
+5,305
+6% +$583K 0.06% 217
2022
Q1 		$10.4M Buy
93,384
+11,446
+14% +$1.19M 0.06% 221
2021
Q4 		$8.6M Buy
81,938
+3,154
+4% +$320K 0.05% 258
2021
Q3 		$7.69M Buy
78,784
+9,396
+14% +$973K 0.05% 269
2021
Q2 		$6.85M Buy
69,388
+2,472
+4% +$248K 0.05% 271
2021
Q1 		$6.46M Sell
66,916
-3,584
-5% -$327K 0.06% 258
2020
Q4 		$6.46M Sell
70,500
-2,150
-3% -$199K 0.08% 187
2020
Q3 		$6.43M Buy
72,650
+899
+1% +$74.1K 0.1% 162
2020
Q2 		$5.73M Sell
71,751
-1,915
-3% -$162K 0.1% 147
2020
Q1 		$5.96M Sell
73,666
-35,391
-32% -$3.25M 0.13% 136
2019
Q4 		$9.95M Sell
109,057
-7,486
-6% -$686K 0.2% 97
2019
Q3 		$11.2M Buy
116,543
+11,021
+10% +$1M 0.26% 79
2019
Q2 		$9.31M Buy
105,522
+4,776
+5% +$422K 0.25% 84
2019
Q1 		$9.07M Buy
+100,746
New +$8.88M 0.33% 59

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

Mercer Global Advisors's DUK Position: Q1 2026 in Review

Mercer Global Advisors increased its Duke Energy (DUK) stake by 4.1% in Q1 2026, buying an estimated $1.11M and bringing the position to 225,404 shares worth $29.5M. The position accounts for 0.04% of the portfolio, ranked #245.

Mercer Global Advisors first reported a position in DUK in Q1 2019 and has held it in 29 quarters since. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Mercer Global Advisors held 225,404 shares of Duke Energy worth $29.5M as of Q1 2026.
  • Mercer Global Advisors bought 8,897 Duke Energy shares in Q1 2026, an estimated $1.11M.
  • Duke Energy made up 0.04% of Mercer Global Advisors's portfolio in Q1 2026, its #245 holding.
  • Mercer Global Advisors first reported a position in Duke Energy in Q1 2019 and has held it in 29 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.