MML Investors Services
DUK icon

MML Investors Services’s Duke Energy DUK Stock Holding History

MML Investors 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 		$50.2M Sell
383,697
-49,020
-11% -$6.13M 0.14% 149
2025
Q4 		$50.7M Buy
432,717
+30,912
+8% +$3.77M 0.12% 170
2025
Q3 		$49.7M Buy
401,805
+37,459
+10% +$4.55M 0.13% 153
2025
Q2 		$43M Buy
364,346
+21,817
+6% +$2.57M 0.12% 169
2025
Q1 		$41.8M Buy
342,529
+23,069
+7% +$2.63M 0.14% 161
2024
Q4 		$34.4M Buy
319,460
+63,618
+25% +$7.21M 0.12% 182
2024
Q3 		$29.5M Sell
255,842
-8,211
-3% -$914K 0.11% 199
2024
Q2 		$26.5M Sell
264,053
-24,804
-9% -$2.48M 0.11% 201
2024
Q1 		$27.9M Sell
288,857
-1,532
-0.5% -$145K 0.12% 195
2023
Q4 		$28.2M Buy
290,389
+38,795
+15% +$3.53M 0.13% 178
2023
Q3 		$22.2M Sell
251,594
-1,526
-0.6% -$140K 0.12% 180
2023
Q2 		$22.7M Buy
253,120
+40,734
+19% +$3.84M 0.13% 186
2023
Q1 		$20.5M Sell
212,386
-8,692
-4% -$859K 0.14% 158
2022
Q4 		$22.8M Buy
221,078
+20,974
+10% +$2.01M 0.15% 151
2022
Q3 		$18.6M Buy
200,104
+12,631
+7% +$1.36M 0.14% 165
2022
Q2 		$20.1M Buy
187,473
+52,222
+39% +$5.74M 0.15% 152
2022
Q1 		$15.1M Buy
135,251
+4,499
+3% +$467K 0.11% 204
2021
Q4 		$13.7M Buy
130,752
+4,180
+3% +$424K 0.1% 220
2021
Q3 		$12.4M Buy
126,572
+8,462
+7% +$876K 0.1% 224
2021
Q2 		$11.7M Buy
118,110
+6,454
+6% +$648K 0.1% 226
2021
Q1 		$10.8M Buy
111,656
+8,005
+8% +$731K 0.1% 218
2020
Q4 		$9.49M Buy
103,651
+5,644
+6% +$522K 0.1% 202
2020
Q3 		$8.68M Sell
98,007
-1,297
-1% -$107K 0.11% 194
2020
Q2 		$7.93M Buy
99,304
+8,911
+10% +$753K 0.11% 200
2020
Q1 		$7.31M Buy
90,393
+8,200
+10% +$753K 0.13% 186
2019
Q4 		$7.5M Buy
82,193
+4,377
+6% +$401K 0.11% 210
2019
Q3 		$7.46M Sell
77,816
-36,167
-32% -$3.29M 0.12% 187
2019
Q2 		$10.1M Buy
113,983
+3,230
+3% +$285K 0.14% 170
2019
Q1 		$9.97M Buy
110,753
+14,030
+15% +$1.24M 0.15% 159
2018
Q4 		$8.35M Buy
96,723
+15,299
+19% +$1.3M 0.15% 172
2018
Q3 		$6.52M Buy
81,424
+28,358
+53% +$2.29M 0.11% 204
2018
Q2 		$4.2M Buy
53,066
+6,738
+15% +$518K 0.09% 221
2018
Q1 		$3.59M Sell
46,328
-4,588
-9% -$355K 0.08% 236
2017
Q4 		$4.28M Buy
50,916
+6,969
+16% +$609K 0.08% 206
2017
Q3 		$3.69M Sell
43,947
-3,524
-7% -$302K 0.08% 218
2017
Q2 		$3.97M Buy
47,471
+2,691
+6% +$226K 0.08% 204
2017
Q1 		$3.67M Buy
44,780
+41,710
+1,359% +$3.32M 0.07% 97
2016
Q4 		$238K Buy
+3,070
New +$235K 0.27% 43

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

MML Investors Services's DUK Position: Q1 2026 in Review

MML Investors Services reduced its Duke Energy (DUK) stake by 11% in Q1 2026, selling an estimated $6.13M and leaving 383,697 shares worth $50.2M. The position accounts for 0.14% of the portfolio, ranked #149.

MML Investors Services first reported a position in DUK in Q4 2016 and has held it in 38 quarters since. The position peaked at $50.7M in Q4 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • MML Investors Services held 383,697 shares of Duke Energy worth $50.2M as of Q1 2026.
  • MML Investors Services sold 49,020 Duke Energy shares in Q1 2026, an estimated $6.13M.
  • Duke Energy made up 0.14% of MML Investors Services's portfolio in Q1 2026, its #149 holding.
  • MML Investors Services first reported a position in Duke Energy in Q4 2016 and has held it in 38 quarters since.
  • MML Investors Services's Duke Energy position peaked at $50.7M in Q4 2025.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.