Meyer Handelman Company’s Duke Energy DUK Stock Holding History

Meyer Handelman 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	$7.31M	Sell	55,830 -7,510	-12%	-$939K	0.23%	84
2025 Q4	$7.42M	Sell	63,340 -1,560	-2%	-$190K	0.23%	85
2025 Q3	$8.03M	Sell	64,900 -4,830	-7%	-$586K	0.25%	83
2025 Q2	$8.23M	Sell	69,730 -842	-1%	-$99.4K	0.27%	82
2025 Q1	$8.61M	Sell	70,572 -5,005	-7%	-$571K	0.3%	77
2024 Q4	$8.14M	Sell	75,577 -1,693	-2%	-$192K	0.28%	82
2024 Q3	$8.91M	Sell	77,270 -1,880	-2%	-$209K	0.3%	79
2024 Q2	$7.93M	Sell	79,150 -18,057	-19%	-$1.81M	0.28%	84
2024 Q1	$9.4M	Sell	97,207 -20,493	-17%	-$1.94M	0.33%	78
2023 Q4	$11.4M	Sell	117,700 -4,000	-3%	-$364K	0.44%	68
2023 Q3	$10.7M	Hold	121,700	–	–	0.43%	68
2023 Q2	$10.9M	Sell	121,700 -833	-0.7%	-$78.6K	0.44%	67
2023 Q1	$11.8M	Sell	122,533 -654	-0.5%	-$64.6K	0.49%	60
2022 Q4	$12.7M	Hold	123,187	–	–	0.53%	58
2022 Q3	$11.5M	Sell	123,187 -150	-0.1%	-$16.1K	0.53%	58
2022 Q2	$13.2M	Sell	123,337 -100	-0.1%	-$11K	0.57%	56
2022 Q1	$13.8M	Sell	123,437 -100	-0.1%	-$10.4K	0.53%	58
2021 Q4	$13M	Hold	123,537	–	–	0.48%	64
2021 Q3	$12.1M	Hold	123,537	–	–	0.49%	66
2021 Q2	$12.2M	Hold	123,537	–	–	0.48%	66
2021 Q1	$11.9M	Buy	123,537 +2,375	+2%	+$217K	0.49%	64
2020 Q4	$11.1M	Sell	121,162 -1,132	-0.9%	-$105K	0.5%	61
2020 Q3	$10.8M	Sell	122,294 -1,733	-1%	-$143K	0.55%	55
2020 Q2	$9.91M	Hold	124,027	–	–	0.53%	57
2020 Q1	$10M	Sell	124,027 -2,668	-2%	-$245K	0.62%	51
2019 Q4	$11.6M	Hold	126,695	–	–	0.55%	56
2019 Q3	$12.1M	Hold	126,695	–	–	0.61%	53
2019 Q2	$11.2M	Sell	126,695 -1,116	-0.9%	-$98.6K	0.57%	56
2019 Q1	$11.5M	Hold	127,811	–	–	0.6%	53
2018 Q4	$11M	Sell	127,811 -28,791	-18%	-$2.45M	0.62%	51
2018 Q3	$12.5M	Hold	156,602	–	–	0.61%	52
2018 Q2	$12.4M	Buy	156,602 +1,100	+0.7%	+$84.6K	0.63%	50
2018 Q1	$12M	Hold	155,502	–	–	0.61%	50
2017 Q4	$13.1M	Sell	155,502 -50,016	-24%	-$4.37M	0.63%	50
2017 Q3	$17.2M	Buy	205,518 +1,582	+0.8%	+$135K	0.79%	43
2017 Q2	$17M	Hold	203,936	–	–	0.72%	50
2017 Q1	$16.7M	Sell	203,936 -1,000	-0.5%	-$79.5K	0.71%	51
2016 Q4	$15.9M	Sell	204,936 -100	-0%	-$7.66K	0.7%	50
2016 Q3	$16.4M	Hold	205,036	–	–	0.74%	49
2016 Q2	$17.6M	Hold	205,036	–	–	0.79%	46
2016 Q1	$16.5M	Sell	205,036 -500	-0.2%	-$37.8K	0.76%	46
2015 Q4	$14.7M	Buy	205,536 +700	+0.3%	+$49.2K	0.69%	50
2015 Q3	$14.7M	Hold	204,836	–	–	0.75%	47
2015 Q2	$14.5M	Buy	204,836 +2,700	+1%	+$204K	0.66%	53
2015 Q1	$15.5M	Hold	202,136	–	–	0.7%	52
2014 Q4	$16.9M	Hold	202,136	–	–	0.76%	49
2014 Q3	$15.1M	Hold	202,136	–	–	0.7%	51
2014 Q2	$15M	Buy	202,136 +967	+0.5%	+$69.6K	0.69%	53
2014 Q1	$14.3M	Buy	201,169 +7,202	+4%	+$502K	0.69%	50
2013 Q4	$13.4M	Sell	193,967 -500	-0.3%	-$35K	0.65%	53
2013 Q3	$13M	Buy	194,467 +10,971	+6%	+$749K	0.69%	49
2013 Q2	$12.4M	Buy	+183,496	New	+$13M	0.68%	49

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

Meyer Handelman Company's DUK Position: Q1 2026 in Review

Meyer Handelman Company reduced its Duke Energy (DUK) stake by 12% in Q1 2026, selling an estimated $939K and leaving 55,830 shares worth $7.31M. The position accounts for 0.23% of the portfolio, ranked #84.

Meyer Handelman Company first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.6M in Q2 2016. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Meyer Handelman Company held 55,830 shares of Duke Energy worth $7.31M as of Q1 2026.
Meyer Handelman Company sold 7,510 Duke Energy shares in Q1 2026, an estimated $939K.
Duke Energy made up 0.23% of Meyer Handelman Company's portfolio in Q1 2026, its #84 holding.
Meyer Handelman Company first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
Meyer Handelman Company's Duke Energy position peaked at $17.6M in Q2 2016.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Meyer Handelman Company's 13F filing for Q1 2026, filed 20 Apr 2026.