PWM
DUK icon

Perigon Wealth Management’s Duke Energy DUK Stock Holding History

Perigon Wealth Management’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 		$2.44M Buy
18,612
+3,279
+21% +$410K 0.04% 337
2025
Q4 		$1.8M Buy
15,333
+44
+0.3% +$5.37K 0.03% 393
2025
Q3 		$1.89M Buy
15,289
+1,277
+9% +$155K 0.04% 370
2025
Q2 		$1.65M Buy
14,012
+1,275
+10% +$150K 0.04% 373
2025
Q1 		$1.55M Sell
12,737
-305
-2% -$34.8K 0.04% 359
2024
Q4 		$1.42M Buy
13,042
+2,491
+24% +$282K 0.03% 361
2024
Q3 		$1.22M Buy
10,551
+2,184
+26% +$243K 0.03% 388
2024
Q2 		$839K Sell
8,367
-382
-4% -$38.2K 0.02% 410
2024
Q1 		$846K Buy
8,749
+1,104
+14% +$105K 0.03% 408
2023
Q4 		$742K Sell
7,645
-1,744
-19% -$159K 0.02% 409
2023
Q3 		$829K Buy
9,389
+1,683
+22% +$154K 0.03% 336
2023
Q2 		$692K Buy
7,706
+340
+5% +$32.1K 0.03% 381
2023
Q1 		$711K Sell
7,366
-579
-7% -$57.2K 0.04% 330
2022
Q4 		$818K Sell
7,945
-792
-9% -$76K 0.05% 304
2022
Q3 		$813K Buy
8,737
+550
+7% +$59.1K 0.07% 233
2022
Q2 		$878K Buy
8,187
+383
+5% +$42.1K 0.07% 224
2022
Q1 		$871K Buy
7,804
+345
+5% +$35.8K 0.06% 258
2021
Q4 		$782K Buy
7,459
+1,744
+31% +$177K 0.06% 256
2021
Q3 		$558K Sell
5,715
-2,221
-28% -$230K 0.05% 286
2021
Q2 		$783K Buy
7,936
+87
+1% +$8.74K 0.07% 235
2021
Q1 		$758K Sell
7,849
-32
-0.4% -$2.92K 0.08% 219
2020
Q4 		$722K Sell
7,881
-128
-2% -$11.8K 0.08% 189
2020
Q3 		$709K Buy
8,009
+55
+0.7% +$4.53K 0.1% 166
2020
Q2 		$635K Sell
7,954
-461
-5% -$39K 0.1% 161
2020
Q1 		$760K Buy
+8,415
New +$773K 0.14% 118
2018
Q2 		– Sell
-1,916
Closed -$148K – 329
2018
Q1 		$148K Hold
1,916
– – 0.05% 190
2017
Q4 		$161K Hold
1,916
– – 0.06% 161
2017
Q3 		$161K Buy
1,916
+1,683
+722% +$144K 0.05% 214
2017
Q2 		$19K Hold
233
– – ﹤0.01% 452
2017
Q1 		$19K Hold
233
– – ﹤0.01% 470
2016
Q4 		$19K Sell
233
-2,198
-90% -$168K ﹤0.01% 474
2016
Q3 		$195K Buy
2,431
+882
+57% +$73K 0.05% 205
2016
Q2 		$133K Sell
1,549
-833
-35% -$66.6K 0.04% 216
2016
Q1 		$152K Buy
+2,382
New +$180K 0.05% 156
2015
Q2 		– Sell
-3,732
Closed -$287K – 213
2015
Q1 		$287K Sell
3,732
-146
-4% -$11.8K 0.08% 190
2014
Q4 		$324K Buy
3,878
+3
+0.1% +$242 0.1% 163
2014
Q3 		$290K Buy
3,875
+3
+0.1% +$219 0.09% 163
2014
Q2 		$287K Sell
3,872
-882
-19% -$63.4K 0.08% 162
2014
Q1 		$339K Buy
4,754
+3
+0.1% +$209 0.19% 95
2013
Q4 		$327K Buy
+4,751
New +$333K 0.18% 96

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

Perigon Wealth Management's DUK Position: Q1 2026 in Review

Perigon Wealth Management increased its Duke Energy (DUK) stake by 21% in Q1 2026, buying an estimated $410K and bringing the position to 18,612 shares worth $2.44M. The position accounts for 0.04% of the portfolio, ranked #337.

Perigon Wealth Management first reported a position in DUK in Q4 2013 and has held it in 40 quarters since. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Perigon Wealth Management held 18,612 shares of Duke Energy worth $2.44M as of Q1 2026.
  • Perigon Wealth Management bought 3,279 Duke Energy shares in Q1 2026, an estimated $410K.
  • Duke Energy made up 0.04% of Perigon Wealth Management's portfolio in Q1 2026, its #337 holding.
  • Perigon Wealth Management first reported a position in Duke Energy in Q4 2013 and has held it in 40 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.