Nuveen’s Duke Energy DUK Stock Holding History

Nuveen’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
2023 Q4	–	Sell	-2,500	Closed	-$221	–	3327
2023 Q3	$221	Buy	+2,500	New	+$229K	﹤0.01%	3203
2019 Q3	–	Sell	-6,800	Closed	-$600K	–	3225
2019 Q2	$600K	Sell	6,800 -400	-6%	-$35.4K	﹤0.01%	2949
2019 Q1	$1K	Buy	+7,200	New	+$635K	﹤0.01%	1027
2018 Q1	–	Sell	-8,700	Closed	-$731K	–	1086
2017 Q4	$731K	Buy	+8,700	New	+$760K	﹤0.01%	819
2016 Q4	–	Sell	-10,000	Closed	-$800K	–	1539
2016 Q3	$800K	Sell	10,000 -5,000	-33%	-$414K	﹤0.01%	1140
2016 Q2	$1.29M	Hold	15,000	–	–	0.01%	921
2016 Q1	$1.21K	Sell	15,000 -5,000	-25%	-$378K	0.01%	952
2015 Q4	$1.43K	Hold	20,000	–	–	0.01%	910
2015 Q3	$1.44K	Buy	20,000 +7,000	+54%	+$507K	0.01%	925
2015 Q2	$918	Sell	13,000 -28,000	-68%	-$2.12M	﹤0.01%	1194
2015 Q1	$3.15M	Buy	41,000 +16,000	+64%	+$1.3M	0.02%	656
2014 Q4	$2.09M	Buy	+25,000	New	+$2.02M	0.01%	829
2014 Q3	–	Sell	-20,000	Closed	-$1.48M	–	1607
2014 Q2	$1.48M	Hold	20,000	–	–	0.01%	947
2014 Q1	$1.42M	Sell	20,000 -11,000	-35%	-$767K	0.01%	958
2013 Q4	$2.14M	Sell	31,000 -23,000	-43%	-$1.61M	0.01%	764
2013 Q3	$9.35M	Sell	54,000 -14,000	-21%	-$955K	0.06%	384
2013 Q2	$4.59M	Buy	+68,000	New	+$4.81M	0.03%	534

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 $315B AUM 27.84% 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

Nuveen's DUK Position: Q1 2026 in Review

Nuveen increased its Duke Energy (DUK) stake by 8.2% in Q1 2026, buying an estimated $61M and bringing the position to 6,437,513 shares worth $843M. The position accounts for 0.23% of the portfolio, ranked #81.

Nuveen first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Nuveen held 6,437,513 shares of Duke Energy worth $843M as of Q1 2026.
Nuveen bought 488,206 Duke Energy shares in Q1 2026, an estimated $61M.
Duke Energy made up 0.23% of Nuveen's portfolio in Q1 2026, its #81 holding.
Nuveen first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Nuveen's 13F filing for Q1 2026, filed 30 Apr 2026.