Ohio Public Employees Retirement System (OPERS)
DUK icon

Ohio Public Employees Retirement System (OPERS)’s Duke Energy DUK Stock Holding History

Ohio Public Employees Retirement System (OPERS)’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 		$42.7M Buy
325,823
+1,536
+0.5% +$192K 0.14% 127
2025
Q4 		$38M Buy
324,287
+11,756
+4% +$1.44M 0.12% 140
2025
Q3 		$38.7M Sell
312,531
-6,276
-2% -$762K 0.12% 139
2025
Q2 		$37.6M Sell
318,807
-1,795
-0.6% -$212K 0.13% 142
2025
Q1 		$39.1M Sell
320,602
-19,094
-6% -$2.18M 0.14% 127
2024
Q4 		$36.6M Sell
339,696
-8,923
-3% -$1.01M 0.13% 144
2024
Q3 		$40.2M Sell
348,619
-3,170
-0.9% -$353K 0.17% 119
2024
Q2 		$35.3M Sell
351,789
-15,791
-4% -$1.58M 0.14% 132
2024
Q1 		$35.5M Sell
367,580
-42,407
-10% -$4.02M 0.14% 134
2023
Q4 		$39.8M Sell
409,987
-15,403
-4% -$1.4M 0.16% 117
2023
Q3 		$37.5M Sell
425,390
-52,531
-11% -$4.82M 0.17% 115
2023
Q2 		$42.9M Sell
477,921
-30,544
-6% -$2.88M 0.17% 107
2023
Q1 		$49.1M Buy
508,465
+4,110
+0.8% +$406K 0.2% 98
2022
Q4 		$51.9M Buy
504,355
+2,224
+0.4% +$213K 0.23% 89
2022
Q3 		$46.7M Buy
502,131
+3,534
+0.7% +$380K 0.21% 92
2022
Q2 		$53.5M Sell
498,597
-216,319
-30% -$23.8M 0.23% 82
2022
Q1 		$79.8M Sell
714,916
-13,718
-2% -$1.42M 0.28% 68
2021
Q4 		$76.4M Sell
728,634
-17,507
-2% -$1.77M 0.26% 75
2021
Q3 		$72.8M Buy
746,141
+212,818
+40% +$22M 0.26% 76
2021
Q2 		$52.6M Buy
533,323
+20,792
+4% +$2.09M 0.19% 110
2021
Q1 		$49.5M Buy
512,531
+32,911
+7% +$3M 0.2% 101
2020
Q4 		$43.9M Buy
479,620
+31,093
+7% +$2.88M 0.2% 99
2020
Q3 		$39.7M Sell
448,527
-2,551
-0.6% -$210K 0.22% 88
2020
Q2 		$36M Buy
451,078
+6,757
+2% +$571K 0.21% 96
2020
Q1 		$35.9M Sell
444,321
-46,627
-9% -$4.28M 0.25% 83
2019
Q4 		$44.8M Buy
490,948
+22,346
+5% +$2.05M 0.23% 90
2019
Q3 		$44.9M Buy
468,602
+1,713
+0.4% +$156K 0.24% 88
2019
Q2 		$41.2M Sell
466,889
-3,493
-0.7% -$309K 0.22% 90
2019
Q1 		$42.3M Sell
470,382
-5,786
-1% -$510K 0.22% 94
2018
Q4 		$41.1M Buy
476,168
+3,437
+0.7% +$293K 0.24% 87
2018
Q3 		$37.8M Buy
472,731
+3,994
+0.9% +$323K 0.19% 109
2018
Q2 		$37.1M Buy
468,737
+65
+0% +$5K 0.19% 114
2018
Q1 		$36.3M Sell
468,672
-20,840
-4% -$1.61M 0.19% 116
2017
Q4 		$41.2M Buy
489,512
+2,522
+0.5% +$220K 0.2% 103
2017
Q3 		$40.9M Buy
486,990
+4,275
+0.9% +$366K 0.21% 98
2017
Q2 		$40.4M Buy
482,715
+6,986
+1% +$587K 0.22% 95
2017
Q1 		$39M Hold
475,729
– – 0.22% 95
2016
Q4 		$38M Buy
475,729
+2,057
+0.4% +$158K 0.21% 95
2016
Q3 		$37.9M Hold
473,672
– – 0.23% 90
2016
Q2 		$40.6M Buy
473,672
+1,423
+0.3% +$114K 0.26% 75
2016
Q1 		$38.1M Sell
472,249
-30,958
-6% -$2.34M 0.25% 83
2015
Q4 		$35.9M Sell
503,207
-375
-0.1% -$26.4K 0.22% 97
2015
Q3 		$36.2M Buy
503,582
+1,871
+0.4% +$135K 0.23% 91
2015
Q2 		$35.4M Sell
501,711
-13,316
-3% -$1.01M 0.2% 111
2015
Q1 		$39.5M Buy
515,027
+1,486
+0.3% +$121K 0.23% 102
2014
Q4 		$42.9M Sell
513,541
-319
-0.1% -$25.7K 0.25% 86
2014
Q3 		$38.4M Sell
513,860
-32,691
-6% -$2.39M 0.23% 92
2014
Q2 		$40.5M Sell
546,551
-8,982
-2% -$646K 0.23% 91
2014
Q1 		$39.6M Sell
555,533
-60,596
-10% -$4.22M 0.23% 89
2013
Q4 		$42.5M Sell
616,129
-3,889
-0.6% -$272K 0.23% 91
2013
Q3 		$41.4M Sell
620,018
-18,759
-3% -$1.28M 0.22% 93
2013
Q2 		$43.1M Buy
+638,777
New +$45.1M 0.24% 86

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

Ohio Public Employees Retirement System (OPERS)'s DUK Position: Q1 2026 in Review

Ohio Public Employees Retirement System (OPERS) increased its Duke Energy (DUK) stake by 0.47% in Q1 2026, buying an estimated $192K and bringing the position to 325,823 shares worth $42.7M. The position accounts for 0.14% of the portfolio, ranked #127.

Ohio Public Employees Retirement System (OPERS) first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. The position peaked at $79.8M in Q1 2022. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Ohio Public Employees Retirement System (OPERS) held 325,823 shares of Duke Energy worth $42.7M as of Q1 2026.
  • Ohio Public Employees Retirement System (OPERS) bought 1,536 Duke Energy shares in Q1 2026, an estimated $192K.
  • Duke Energy made up 0.14% of Ohio Public Employees Retirement System (OPERS)'s portfolio in Q1 2026, its #127 holding.
  • Ohio Public Employees Retirement System (OPERS) first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
  • Ohio Public Employees Retirement System (OPERS)'s Duke Energy position peaked at $79.8M in Q1 2022.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Ohio Public Employees Retirement System (OPERS)'s 13F filing for Q1 2026, filed 14 May 2026.