MIM
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MTM Investment Management’s Duke Energy DUK Stock Holding History

MTM Investment Management’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 		$1.65M Buy
12,636
+11
+0.1% +$1.38K 0.52% 50
2025
Q4 		$1.48M Sell
12,625
-267
-2% -$32.6K 0.47% 55
2025
Q3 		$1.6M Buy
12,892
+19
+0.1% +$2.31K 0.51% 51
2025
Q2 		$1.52M Sell
12,873
-342
-3% -$40.4K 0.51% 49
2025
Q1 		$1.6M Buy
13,215
+19
+0.1% +$2.17K 0.62% 43
2024
Q4 		$1.42M Sell
13,196
-36
-0.3% -$4.08K 0.55% 46
2024
Q3 		$1.51M Sell
13,232
-130
-1% -$14.5K 0.59% 45
2024
Q2 		$1.34M Sell
13,362
-979
-7% -$97.9K 0.55% 49
2024
Q1 		$1.39M Buy
14,341
+23
+0.2% +$2.18K 0.57% 48
2023
Q4 		$1.39M Sell
14,318
-276
-2% -$25.1K 0.63% 45
2023
Q3 		$1.29M Sell
14,594
-310
-2% -$28.4K 0.65% 45
2023
Q2 		$1.34M Buy
14,904
+895
+6% +$84.5K 0.65% 44
2023
Q1 		$1.35M Sell
14,009
-129
-0.9% -$12.7K 0.69% 41
2022
Q4 		$1.46M Buy
14,138
+27
+0.2% +$2.59K 0.76% 35
2022
Q3 		$1.31M Sell
14,111
-491
-3% -$52.7K 0.75% 35
2022
Q2 		$1.6M Buy
14,602
+2,099
+17% +$231K 0.86% 32
2022
Q1 		$1.4M Buy
12,503
+31
+0.2% +$3.22K 0.68% 41
2021
Q4 		$1.31M Buy
12,472
+30
+0.2% +$3.04K 0.62% 45
2021
Q3 		$1.21M Buy
12,442
+316
+3% +$32.7K 0.66% 44
2021
Q2 		$1.2M Sell
12,126
-153
-1% -$15.4K 0.63% 49
2021
Q1 		$1.19M Sell
12,279
-67
-0.5% -$6.12K 0.67% 47
2020
Q4 		$1.13M Buy
+12,346
New +$1.14M 0.7% 41

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

MTM Investment Management's DUK Position: Q1 2026 in Review

MTM Investment Management increased its Duke Energy (DUK) stake by 0.09% in Q1 2026, buying an estimated $1.38K and bringing the position to 12,636 shares worth $1.65M. The position accounts for 0.52% of the portfolio, ranked #50.

MTM Investment Management first reported a position in DUK in Q4 2020 and has held it in 22 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • MTM Investment Management held 12,636 shares of Duke Energy worth $1.65M as of Q1 2026.
  • MTM Investment Management bought 11 Duke Energy shares in Q1 2026, an estimated $1.38K.
  • Duke Energy made up 0.52% of MTM Investment Management's portfolio in Q1 2026, its #50 holding.
  • MTM Investment Management first reported a position in Duke Energy in Q4 2020 and has held it in 22 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on MTM Investment Management's 13F filing for Q1 2026, filed 6 May 2026.