Pettyjohn Wood & White’s Duke Energy DUK Stock Holding History

Pettyjohn Wood & White’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	$1.9M	Sell	14,547 -166	-1%	-$20.8K	0.3%	69
2025 Q4	$1.72M	Buy	14,713 +376	+3%	+$45.9K	0.27%	72
2025 Q3	$1.77M	Sell	14,337 -150	-1%	-$18.2K	0.29%	73
2025 Q2	$1.71M	Buy	14,487 +400	+3%	+$47.2K	0.31%	71
2025 Q1	$1.72M	Sell	14,087 -2,214	-14%	-$252K	0.33%	68
2024 Q4	$1.76M	Hold	16,301	–	–	0.32%	63
2024 Q3	$1.88M	Sell	16,301 -351	-2%	-$39.1K	0.35%	64
2024 Q2	$1.67M	Hold	16,652	–	–	0.32%	68
2024 Q1	$1.61M	Buy	16,652 +250	+2%	+$23.7K	0.32%	64
2023 Q4	$1.59M	Buy	16,402 +296	+2%	+$26.9K	0.34%	64
2023 Q3	$1.42M	Buy	16,106 +80	+0.5%	+$7.33K	0.34%	65
2023 Q2	$1.44M	Sell	16,026 -352	-2%	-$33.2K	0.33%	65
2023 Q1	$1.58M	Sell	16,378 -192	-1%	-$19K	0.39%	61
2022 Q4	$1.71M	Sell	16,570 -150	-0.9%	-$14.4K	0.43%	55
2022 Q3	$1.55M	Sell	16,720 -804	-5%	-$86.3K	0.41%	59
2022 Q2	$1.88M	Buy	17,524 +261	+2%	+$28.7K	0.44%	58
2022 Q1	$1.93M	Sell	17,263 -677	-4%	-$70.3K	0.41%	58
2021 Q4	$1.88M	Sell	17,940 -375	-2%	-$38K	0.39%	61
2021 Q3	$1.79M	Sell	18,315 -55	-0.3%	-$5.69K	0.4%	63
2021 Q2	$1.81M	Sell	18,370 -889	-5%	-$89.3K	0.41%	63
2021 Q1	$1.86M	Buy	19,259 +500	+3%	+$45.6K	0.44%	58
2020 Q4	$1.72M	Sell	18,759 -171	-0.9%	-$15.8K	0.44%	58
2020 Q3	$1.68M	Buy	18,930 +5,399	+40%	+$445K	0.49%	56
2020 Q2	$1.08M	Sell	13,531 -263	-2%	-$22.2K	0.35%	62
2020 Q1	$1.12M	Sell	13,794 -15	-0.1%	-$1.38K	0.42%	57
2019 Q4	$1.26M	Buy	13,809 +50	+0.4%	+$4.58K	0.36%	63
2019 Q3	$1.32M	Sell	13,759 -150	-1%	-$13.7K	0.4%	59
2019 Q2	$1.23M	Buy	13,909 +262	+2%	+$23.2K	0.38%	63
2019 Q1	$1.23M	Buy	13,647 +299	+2%	+$26.4K	0.4%	61
2018 Q4	$1.15M	Buy	13,348 +870	+7%	+$74.1K	0.42%	62
2018 Q3	$998K	Sell	12,478 -10	-0.1%	-$809	0.32%	73
2018 Q2	$988K	Sell	12,488 -132	-1%	-$10.2K	0.35%	71
2018 Q1	$978K	Buy	12,620 +588	+5%	+$45.5K	0.35%	71
2017 Q4	$1.01M	Sell	12,032 -1,195	-9%	-$104K	0.36%	73
2017 Q3	$1.11M	Hold	13,227	–	–	0.41%	63
2017 Q2	$1.11M	Buy	13,227 +142	+1%	+$11.9K	0.41%	67
2017 Q1	$1.07M	Sell	13,085 -720	-5%	-$57.2K	0.4%	70
2016 Q4	$1.07M	Sell	13,805 -50	-0.4%	-$3.83K	0.42%	67
2016 Q3	$1.11M	Sell	13,855 -1,034	-7%	-$85.6K	0.53%	57
2016 Q2	$1.28M	Sell	14,889 -41	-0.3%	-$3.28K	0.5%	62
2016 Q1	$1.21M	Buy	14,930 +65	+0.4%	+$4.92K	0.49%	61
2015 Q4	$1.06M	Buy	14,865 +2,079	+16%	+$146K	0.45%	61
2015 Q3	$920K	Buy	12,786 +801	+7%	+$58K	0.42%	68
2015 Q2	$846K	Sell	11,985 -617	-5%	-$46.6K	0.36%	74
2015 Q1	$968K	Sell	12,602 -182	-1%	-$14.8K	0.4%	71
2014 Q4	$1.07M	Hold	12,784	–	–	0.44%	70
2014 Q3	$956K	Sell	12,784 -195	-2%	-$14.2K	0.41%	70
2014 Q2	$963K	Sell	12,979 -406	-3%	-$29.2K	0.42%	72
2014 Q1	$953K	Buy	13,385 +1,245	+10%	+$86.8K	0.44%	71
2013 Q4	$838K	Buy	12,140 +113	+0.9%	+$7.91K	0.49%	68
2013 Q3	$803K	Hold	12,027	–	–	0.5%	66
2013 Q2	$812K	Buy	+12,027	New	+$850K	0.51%	61

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pettyjohn Wood & White's DUK Position: Q1 2026 in Review

Pettyjohn Wood & White reduced its Duke Energy (DUK) stake by 1.1% in Q1 2026, selling an estimated $20.8K and leaving 14,547 shares worth $1.9M. The position accounts for 0.3% of the portfolio, ranked #69.

Pettyjohn Wood & White first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.93M in Q1 2022. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Pettyjohn Wood & White held 14,547 shares of Duke Energy worth $1.9M as of Q1 2026.
Pettyjohn Wood & White sold 166 Duke Energy shares in Q1 2026, an estimated $20.8K.
Duke Energy made up 0.3% of Pettyjohn Wood & White's portfolio in Q1 2026, its #69 holding.
Pettyjohn Wood & White first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
Pettyjohn Wood & White's Duke Energy position peaked at $1.93M in Q1 2022.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Pettyjohn Wood & White's 13F filing for Q1 2026, filed 15 May 2026.