Northwestern Mutual Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.7M | Buy |
143,033
+9,050
| +7% | +$1.13M | 0.01% | 452 |
|
|
2025
Q4 | $15.7M | Buy |
133,983
+4,241
| +3% | +$518K | 0.01% | 467 |
|
|
2025
Q3 | $16.1M | Buy |
129,742
+6,380
| +5% | +$774K | 0.01% | 450 |
|
|
2025
Q2 | $14.6M | Sell |
123,362
-8,552
| -6% | -$1.01M | 0.01% | 441 |
|
|
2025
Q1 | $16.1M | Buy |
131,914
+11,340
| +9% | +$1.29M | 0.01% | 387 |
|
|
2024
Q4 | $13M | Sell |
120,574
-5,068
| -4% | -$574K | 0.01% | 408 |
|
|
2024
Q3 | $14.5M | Sell |
125,642
-9,995
| -7% | -$1.11M | 0.01% | 373 |
|
|
2024
Q2 | $13.6M | Buy |
135,637
+3,115
| +2% | +$312K | 0.01% | 360 |
|
|
2024
Q1 | $12.8M | Buy |
132,522
+2,932
| +2% | +$278K | 0.01% | 368 |
|
|
2023
Q4 | $12.6M | Sell |
129,590
-6,123
| -5% | -$557K | 0.01% | 352 |
|
|
2023
Q3 | $12M | Sell |
135,713
-4,238
| -3% | -$389K | 0.02% | 341 |
|
|
2023
Q2 | $12.6M | Sell |
139,951
-2,606
| -2% | -$246K | 0.02% | 329 |
|
|
2023
Q1 | $13.8M | Buy |
142,557
+7,915
| +6% | +$782K | 0.02% | 305 |
|
|
2022
Q4 | $13.9M | Buy |
134,642
+10,500
| +8% | +$1.01M | 0.02% | 283 |
|
|
2022
Q3 | $11.5M | Buy |
124,142
+1,000
| +0.8% | +$107K | 0.02% | 280 |
|
|
2022
Q2 | $13.2M | Buy |
123,142
+12,634
| +11% | +$1.39M | 0.02% | 261 |
|
|
2022
Q1 | $12.3M | Buy |
110,508
+11,697
| +12% | +$1.21M | 0.02% | 276 |
|
|
2021
Q4 | $10.4M | Buy |
98,811
+5,885
| +6% | +$597K | 0.02% | 287 |
|
|
2021
Q3 | $9.07M | Buy |
92,926
+5,998
| +7% | +$621K | 0.02% | 284 |
|
|
2021
Q2 | $8.58M | Buy |
86,928
+8,925
| +11% | +$897K | 0.02% | 279 |
|
|
2021
Q1 | $7.53M | Sell |
78,003
-208
| -0.3% | -$19K | 0.02% | 269 |
|
|
2020
Q4 | $7.16M | Buy |
78,211
+5,496
| +8% | +$508K | 0.02% | 271 |
|
|
2020
Q3 | $6.44M | Buy |
72,715
+5,165
| +8% | +$426K | 0.02% | 261 |
|
|
2020
Q2 | $5.4M | Sell |
67,550
-822
| -1% | -$69.5K | 0.02% | 265 |
|
|
2020
Q1 | $5.53M | Sell |
68,372
-6,991
| -9% | -$642K | 0.02% | 240 |
|
|
2019
Q4 | $6.87M | Buy |
75,363
+1,835
| +2% | +$168K | 0.02% | 236 |
|
|
2019
Q3 | $7.05M | Buy |
73,528
+1,547
| +2% | +$141K | 0.03% | 222 |
|
|
2019
Q2 | $6.35M | Buy |
71,981
+3,173
| +5% | +$280K | 0.03% | 228 |
|
|
2019
Q1 | $6.19M | Sell |
68,808
-7,934
| -10% | -$700K | 0.03% | 228 |
|
|
2018
Q4 | $6.62M | Buy |
76,742
+15,175
| +25% | +$1.29M | 0.03% | 205 |
|
|
2018
Q3 | $4.93M | Sell |
61,567
-1,547
| -2% | -$125K | 0.02% | 224 |
|
|
2018
Q2 | $4.99M | Buy |
63,114
+1,167
| +2% | +$89.8K | 0.03% | 212 |
|
|
2018
Q1 | $4.8M | Buy |
61,947
+6,268
| +11% | +$485K | 0.03% | 207 |
|
|
2017
Q4 | $4.68M | Buy |
55,679
+3,500
| +7% | +$306K | 0.03% | 205 |
|
|
2017
Q3 | $4.38M | Buy |
52,179
+3,666
| +8% | +$314K | 0.03% | 204 |
|
|
2017
Q2 | $4.05M | Buy |
48,513
+406
| +0.8% | +$34.1K | 0.03% | 207 |
|
|
2017
Q1 | $3.94M | Sell |
48,107
-29,280
| -38% | -$2.33M | 0.04% | 200 |
|
|
2016
Q4 | $6.01M | Buy |
77,387
+47,002
| +155% | +$3.6M | 0.07% | 160 |
|
|
2016
Q3 | $2.43M | Sell |
30,385
-8,116
| -21% | -$672K | 0.16% | 89 |
|
|
2016
Q2 | $3.3M | Sell |
38,501
-1,243
| -3% | -$99.3K | 0.05% | 195 |
|
|
2016
Q1 | $3.21M | Buy |
39,744
+3,155
| +9% | +$239K | 0.05% | 181 |
|
|
2015
Q4 | $2.61M | Buy |
36,589
+3,339
| +10% | +$235K | 0.05% | 191 |
|
|
2015
Q3 | $2.39M | Buy |
33,250
+3,803
| +13% | +$275K | 0.06% | 192 |
|
|
2015
Q2 | $2.08M | Sell |
29,447
-639
| -2% | -$48.3K | 0.05% | 195 |
|
|
2015
Q1 | $2.31M | Sell |
30,086
-470
| -2% | -$38.1K | 0.06% | 179 |
|
|
2014
Q4 | $2.55M | Buy |
30,556
+2,434
| +9% | +$196K | 0.08% | 168 |
|
|
2014
Q3 | $2.1M | Buy |
28,122
+1,769
| +7% | +$129K | 0.07% | 172 |
|
|
2014
Q2 | $1.96M | Buy |
26,353
+443
| +2% | +$31.9K | 0.08% | 166 |
|
|
2014
Q1 | $1.84M | Buy |
25,910
+1,047
| +4% | +$73K | 0.08% | 170 |
|
|
2013
Q4 | $1.72M | Buy |
24,863
+4,844
| +24% | +$339K | 0.08% | 163 |
|
|
2013
Q3 | $1.34M | Buy |
20,019
+2,166
| +12% | +$148K | 0.07% | 172 |
|
|
2013
Q2 | $1.21M | Buy |
+17,853
| New | +$1.26M | 0.07% | 166 |
|
Other funds holding DUK
VCM
VPM
Northwestern Mutual Wealth Management's DUK Position: Q1 2026 in Review
Northwestern Mutual Wealth Management increased its Duke Energy (DUK) stake by 6.8% in Q1 2026, buying an estimated $1.13M and bringing the position to 143,033 shares worth $18.7M. The position accounts for 0.01% of the portfolio, ranked #452.
Northwestern Mutual Wealth Management first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Northwestern Mutual Wealth Management held 143,033 shares of Duke Energy worth $18.7M as of Q1 2026.
- Northwestern Mutual Wealth Management bought 9,050 Duke Energy shares in Q1 2026, an estimated $1.13M.
- Duke Energy made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #452 holding.
- Northwestern Mutual Wealth Management first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
- 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.