PIP
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Peachtree Investment Partners’s Duke Energy DUK Stock Holding History

Peachtree Investment Partners’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 		$380K Buy
2,899
+112
+4% +$14K 0.14% 62
2025
Q4 		$327K Sell
2,787
-11
-0.4% -$1.34K 0.11% 63
2025
Q3 		$346K Buy
2,798
+2
+0.1% +$243 0.12% 66
2025
Q2 		$330K Sell
2,796
-372
-12% -$43.9K 0.13% 68
2025
Q1 		$386K Buy
3,168
+491
+18% +$56K 0.15% 60
2024
Q4 		$288K Sell
2,677
-10
-0.4% -$1.13K 0.11% 68
2024
Q3 		$310K Buy
2,687
+56
+2% +$6.23K 0.12% 63
2024
Q2 		$264K Buy
2,631
+22
+0.8% +$2.2K 0.1% 64
2024
Q1 		$252K Sell
2,609
-188
-7% -$17.8K 0.1% 69
2023
Q4 		$271K Sell
2,797
-367
-12% -$33.4K 0.11% 74
2023
Q3 		$279K Buy
3,164
+34
+1% +$3.12K 0.14% 66
2023
Q2 		$281K Sell
3,130
-14
-0.4% -$1.32K 0.13% 72
2023
Q1 		$303K Sell
3,144
-99
-3% -$9.78K 0.19% 59
2022
Q4 		$334K Sell
3,243
-164
-5% -$15.7K 0.2% 61
2022
Q3 		$317K Buy
3,407
+98
+3% +$10.5K 0.21% 51
2022
Q2 		$355K Sell
3,309
-43
-1% -$4.73K 0.22% 57
2022
Q1 		$374K Buy
3,352
+324
+11% +$33.7K 0.17% 70
2021
Q4 		$318K Sell
3,028
-255
-8% -$25.9K 0.13% 68
2021
Q3 		$320K Buy
3,283
+53
+2% +$5.49K 0.16% 61
2021
Q2 		$319K Buy
3,230
+273
+9% +$27.4K 0.16% 60
2021
Q1 		$285K Sell
2,957
-308
-9% -$28.1K 0.16% 63
2020
Q4 		$299K Buy
3,265
+21
+0.6% +$1.94K 0.17% 58
2020
Q3 		$287K Sell
3,244
-78
-2% -$6.43K 0.2% 53
2020
Q2 		$265K Buy
3,322
+22
+0.7% +$1.86K 0.22% 52
2020
Q1 		$266K Buy
3,300
+627
+23% +$57.6K 0.27% 43
2019
Q4 		$244K Buy
2,673
+215
+9% +$19.7K 0.17% 58
2019
Q3 		$236K Sell
2,458
-51
-2% -$4.64K 0.19% 58
2019
Q2 		$221K Sell
2,509
-151
-6% -$13.3K 0.17% 64
2019
Q1 		$239K Buy
2,660
+15
+0.6% +$1.32K 0.2% 59
2018
Q4 		$228K Buy
+2,645
New +$225K 0.26% 50

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 $315B AUM 27.84% 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

Peachtree Investment Partners's DUK Position: Q1 2026 in Review

Peachtree Investment Partners increased its Duke Energy (DUK) stake by 4% in Q1 2026, buying an estimated $14K and bringing the position to 2,899 shares worth $380K. The position accounts for 0.14% of the portfolio, ranked #62.

Peachtree Investment Partners first reported a position in DUK in Q4 2018 and has held it in 30 quarters since. The position peaked at $386K in Q1 2025. 2,469 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Peachtree Investment Partners held 2,899 shares of Duke Energy worth $380K as of Q1 2026.
  • Peachtree Investment Partners bought 112 Duke Energy shares in Q1 2026, an estimated $14K.
  • Duke Energy made up 0.14% of Peachtree Investment Partners's portfolio in Q1 2026, its #62 holding.
  • Peachtree Investment Partners first reported a position in Duke Energy in Q4 2018 and has held it in 30 quarters since.
  • Peachtree Investment Partners's Duke Energy position peaked at $386K in Q1 2025.
  • 2,469 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Peachtree Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.