NVWM LLC’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 | $1.78M | Buy |
13,596
+164
| +1% | +$20.5K | 0.4% | 76 |
|
|
2025
Q4 | $1.57M | Sell |
13,432
-91
| -0.7% | -$11.1K | 0.34% | 88 |
|
|
2025
Q3 | $1.67M | Buy |
13,523
+1,064
| +9% | +$129K | 0.38% | 77 |
|
|
2025
Q2 | $1.47M | Sell |
12,459
-133
| -1% | -$15.7K | 0.35% | 80 |
|
|
2025
Q1 | $1.54M | Sell |
12,592
-6
| -0% | -$684 | 0.41% | 75 |
|
|
2024
Q4 | $1.36M | Buy |
12,598
+266
| +2% | +$30.1K | 0.34% | 83 |
|
|
2024
Q3 | $1.42M | Sell |
12,332
-141
| -1% | -$15.7K | 0.36% | 80 |
|
|
2024
Q2 | $1.25M | Buy |
12,473
+432
| +4% | +$43.2K | 0.33% | 88 |
|
|
2024
Q1 | $1.16M | Sell |
12,041
-134
| -1% | -$12.7K | 0.32% | 96 |
|
|
2023
Q4 | $1.18M | Sell |
12,175
-75
| -0.6% | -$6.82K | 0.35% | 84 |
|
|
2023
Q3 | $1.08M | Buy |
12,250
+1,016
| +9% | +$93.1K | 0.35% | 90 |
|
|
2023
Q2 | $1.01M | Buy |
11,234
+1,281
| +13% | +$121K | 0.33% | 95 |
|
|
2023
Q1 | $960K | Sell |
9,953
-266
| -3% | -$26.3K | 0.32% | 91 |
|
|
2022
Q4 | $1.05M | Buy |
10,219
+249
| +2% | +$23.9K | 0.38% | 81 |
|
|
2022
Q3 | $927K | Buy |
9,970
+350
| +4% | +$37.6K | 0.37% | 87 |
|
|
2022
Q2 | $1.03M | Sell |
9,620
-309
| -3% | -$34K | 0.4% | 80 |
|
|
2022
Q1 | $1.11M | Buy |
9,929
+289
| +3% | +$30K | 0.35% | 93 |
|
|
2021
Q4 | $1.01M | Buy |
9,640
+156
| +2% | +$15.8K | 0.32% | 114 |
|
|
2021
Q3 | $926K | Buy |
9,484
+472
| +5% | +$48.9K | 0.33% | 116 |
|
|
2021
Q2 | $890K | Buy |
9,012
+86
| +1% | +$8.64K | 0.32% | 123 |
|
|
2021
Q1 | $862K | Buy |
8,926
+356
| +4% | +$32.5K | 0.34% | 111 |
|
|
2020
Q4 | $784K | Buy |
8,570
+260
| +3% | +$24.1K | 0.33% | 108 |
|
|
2020
Q3 | $736K | Sell |
8,310
-14,352
| -63% | -$1.18M | 0.35% | 96 |
|
|
2020
Q2 | $1.81M | Buy |
22,662
+7,488
| +49% | +$633K | 0.97% | 27 |
|
|
2020
Q1 | $1.23M | Buy |
15,174
+7,858
| +107% | +$722K | 0.85% | 32 |
|
|
2019
Q4 | $667K | Buy |
7,316
+93
| +1% | +$8.53K | 0.4% | 75 |
|
|
2019
Q3 | $692K | Buy |
7,223
+638
| +10% | +$58.1K | 0.43% | 81 |
|
|
2019
Q2 | $581K | Buy |
6,585
+1,223
| +23% | +$108K | 0.35% | 95 |
|
|
2019
Q1 | $483K | Buy |
5,362
+50
| +0.9% | +$4.41K | 0.32% | 106 |
|
|
2018
Q4 | $458K | Buy |
5,312
+51
| +1% | +$4.34K | 0.34% | 97 |
|
|
2018
Q3 | $421K | Buy |
5,261
+109
| +2% | +$8.81K | 0.27% | 114 |
|
|
2018
Q2 | $407K | Buy |
5,152
+140
| +3% | +$10.8K | 0.28% | 113 |
|
|
2018
Q1 | $387K | Sell |
5,012
-4,302
| -46% | -$333K | 0.28% | 111 |
|
|
2017
Q4 | $783K | Buy |
+9,314
| New | +$814K | 0.6% | 51 |
|
Other funds holding DUK
VCM
VPM
NVWM LLC's DUK Position: Q1 2026 in Review
NVWM LLC increased its Duke Energy (DUK) stake by 1.2% in Q1 2026, buying an estimated $20.5K and bringing the position to 13,596 shares worth $1.78M. The position accounts for 0.4% of the portfolio, ranked #76.
NVWM LLC first reported a position in DUK in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.81M in Q2 2020. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- NVWM LLC held 13,596 shares of Duke Energy worth $1.78M as of Q1 2026.
- NVWM LLC bought 164 Duke Energy shares in Q1 2026, an estimated $20.5K.
- Duke Energy made up 0.4% of NVWM LLC's portfolio in Q1 2026, its #76 holding.
- NVWM LLC first reported a position in Duke Energy in Q4 2017 and has held it in 34 quarters since.
- NVWM LLC's Duke Energy position peaked at $1.81M in Q2 2020.
- 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on NVWM LLC's 13F filing for Q1 2026, filed 27 Apr 2026.