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Ontario Teachers' Pension Plan Board’s Duke Energy DUK Stock Holding History

Ontario Teachers' Pension Plan Board’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 		$3.05M Buy
+23,303
New +$2.91M 0.09% 68
2025
Q4 		– Sell
-4,085
Closed -$506K – 176
2025
Q3 		$506K Sell
4,085
-9,688
-70% -$1.18M 0.01% 166
2025
Q2 		$1.63M Buy
+13,773
New +$1.63M 0.03% 165
2022
Q4 		– Sell
-36,351
Closed -$3.38M – 520
2022
Q3 		$3.38M Buy
36,351
+10,470
+40% +$1.12M 0.05% 89
2022
Q2 		$2.77M Sell
25,881
-15,208
-37% -$1.67M 0.04% 75
2022
Q1 		$4.59M Buy
41,089
+1,265
+3% +$131K 0.06% 33
2021
Q4 		$4.18M Buy
39,824
+5,175
+15% +$525K 0.05% 32
2021
Q3 		$3.38M Buy
34,649
+11,770
+51% +$1.22M 0.01% 54
2021
Q2 		$2.26M Buy
22,879
+18,248
+394% +$1.83M 0.03% 52
2021
Q1 		$447K Sell
4,631
-9,510
-67% -$868K 0.01% 317
2020
Q4 		$1.29M Buy
14,141
+11,166
+375% +$1.03M 0.02% 142
2020
Q3 		$263K Hold
2,975
– – ﹤0.01% 350
2020
Q2 		$238K Sell
2,975
-3,926
-57% -$332K ﹤0.01% 356
2020
Q1 		$558K Sell
6,901
-16,859
-71% -$1.55M 0.02% 351
2019
Q4 		$2.17M Sell
23,760
-33,014
-58% -$3.03M 0.04% 287
2019
Q3 		$5.44M Sell
56,774
-382
-0.7% -$34.8K 0.1% 187
2019
Q2 		$5.04M Buy
57,156
+40,297
+239% +$3.56M 0.09% 201
2019
Q1 		$1.52M Sell
16,859
-1,523
-8% -$134K 0.03% 331
2018
Q4 		$1.59M Sell
18,382
-25,743
-58% -$2.19M 0.04% 296
2018
Q3 		$3.53M Buy
44,125
+8,382
+23% +$678K 0.05% 233
2018
Q2 		$2.83M Sell
35,743
-12,446
-26% -$957K 0.04% 270
2018
Q1 		$3.73M Sell
48,189
-82,355
-63% -$6.37M 0.06% 250
2017
Q4 		$11M Buy
130,544
+1,319
+1% +$115K 0.14% 122
2017
Q3 		$10.8M Sell
129,225
-26,302
-17% -$2.25M 0.14% 115
2017
Q2 		$13M Buy
155,527
+27,333
+21% +$2.3M 0.15% 97
2017
Q1 		$10.5M Buy
128,194
+10,495
+9% +$834K 0.12% 105
2016
Q4 		$9.14M Sell
117,699
-2,779
-2% -$213K 0.1% 119
2016
Q3 		$9.64M Buy
120,478
+7,817
+7% +$647K 0.09% 114
2016
Q2 		$9.66M Buy
112,661
+2,899
+3% +$232K 0.11% 110
2016
Q1 		$8.86M Buy
109,762
+2,005
+2% +$152K 0.09% 126
2015
Q4 		$7.69M Buy
107,757
+3,245
+3% +$228K 0.07% 138
2015
Q3 		$7.52M Sell
104,512
-81,795
-44% -$5.92M 0.07% 170
2015
Q2 		$13.2M Sell
186,307
-13,677
-7% -$1.03M 0.09% 157
2015
Q1 		$15.4M Buy
199,984
+87,066
+77% +$7.07M 0.11% 132
2014
Q4 		$9.43M Sell
112,918
-11,173
-9% -$901K 0.07% 168
2014
Q3 		$9.28M Buy
124,091
+6,320
+5% +$461K 0.07% 171
2014
Q2 		$8.74M Buy
117,771
+943
+0.8% +$67.8K 0.07% 165
2014
Q1 		$8.32M Sell
116,828
-25,859
-18% -$1.8M 0.07% 173
2013
Q4 		$9.85M Sell
142,687
-27,815
-16% -$1.95M 0.08% 172
2013
Q3 		$11.4M Buy
170,502
+324
+0.2% +$22.1K 0.08% 177
2013
Q2 		$11.5M Buy
+170,178
New +$12M 0.08% 171

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

Ontario Teachers' Pension Plan Board's DUK Position: Q1 2026 in Review

Ontario Teachers' Pension Plan Board opened a new position in Duke Energy (DUK) in Q1 2026: 23,303 shares worth $3.05M. The stake represents 0.09% of the portfolio and ranks #68 among its holdings. This is a return to the name: Ontario Teachers' Pension Plan Board previously reported a position in DUK as recently as Q3 2025.

Ontario Teachers' Pension Plan Board first reported a position in DUK in Q2 2013 and has held it in 41 quarters since. The position peaked at $15.4M in Q1 2015. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Ontario Teachers' Pension Plan Board held 23,303 shares of Duke Energy worth $3.05M as of Q1 2026.
  • Duke Energy was a new Ontario Teachers' Pension Plan Board position in Q1 2026.
  • Duke Energy made up 0.09% of Ontario Teachers' Pension Plan Board's portfolio in Q1 2026, its #68 holding.
  • Ontario Teachers' Pension Plan Board first reported a position in Duke Energy in Q2 2013 and has held it in 41 quarters since.
  • Ontario Teachers' Pension Plan Board's Duke Energy position peaked at $15.4M in Q1 2015.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Ontario Teachers' Pension Plan Board's 13F filing for Q1 2026, filed 11 May 2026.