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Principal Street Partners’s Duke Energy DUK Stock Holding History

Principal Street 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 		$7.3M Buy
55,752
+1,250
+2% +$156K 1.19% 30
2025
Q4 		$6.39M Sell
54,502
-797
-1% -$97.3K 1.08% 37
2025
Q3 		$6.84M Sell
55,299
-4,486
-8% -$544K 1.09% 28
2025
Q2 		$7.05M Buy
59,785
+5,475
+10% +$646K 0.69% 35
2025
Q1 		$6.62M Buy
54,310
+1,922
+4% +$219K 1.23% 22
2024
Q4 		$5.64M Buy
52,388
+720
+1% +$81.6K 1.11% 33
2024
Q3 		$5.94M Sell
51,668
-15,448
-23% -$1.72M 0.97% 35
2024
Q2 		$6.73M Sell
67,116
-42
-0.1% -$4.2K 1.2% 34
2024
Q1 		$6.59M Buy
67,158
+14,989
+29% +$1.42M 1.25% 40
2023
Q4 		$5.06M Buy
52,169
+129
+0.2% +$11.7K 1.22% 32
2023
Q3 		$4.59M Sell
52,040
-2,031
-4% -$186K 0.91% 36
2023
Q2 		$4.85M Sell
54,071
-1,654
-3% -$156K 1.15% 35
2023
Q1 		$5.38M Buy
55,725
+249
+0.4% +$24.6K 1.36% 27
2022
Q4 		$5.71M Buy
55,476
+3,773
+7% +$362K 1.44% 23
2022
Q3 		$4.81M Sell
51,703
-2,332
-4% -$250K 1.28% 24
2022
Q2 		$5.79M Sell
54,035
-466
-0.9% -$51.2K 1.5% 16
2022
Q1 		$6.09M Buy
54,501
+3,755
+7% +$390K 1.4% 20
2021
Q4 		$5.32M Buy
50,746
+3,023
+6% +$306K 1.28% 25
2021
Q3 		$4.66M Sell
47,723
-653
-1% -$67.6K 1.27% 33
2021
Q2 		$4.78M Sell
48,376
-85,080
-64% -$8.55M 1.26% 32
2021
Q1 		$12.9M Buy
133,456
+83,656
+168% +$7.63M 1.66% 27
2020
Q4 		$4.56M Sell
49,800
-3,798
-7% -$351K 1.4% 21
2020
Q3 		$4.75M Sell
53,598
-2,191
-4% -$181K 1.67% 16
2020
Q2 		$4.46M Sell
55,789
-16,616
-23% -$1.4M 1.66% 19
2020
Q1 		$5.86M Sell
72,405
-11,418
-14% -$1.05M 2.46% 6
2019
Q4 		$7.65M Buy
83,823
+2,760
+3% +$253K 1.7% 23
2019
Q3 		$7.77M Buy
81,063
+59,158
+270% +$5.38M 1.95% 13
2019
Q2 		$1.93M Sell
21,905
-39,572
-64% -$3.5M 1.07% 26
2019
Q1 		$5.53M Buy
+61,477
New +$5.42M 2.41% 13

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

Principal Street Partners's DUK Position: Q1 2026 in Review

Principal Street Partners increased its Duke Energy (DUK) stake by 2.3% in Q1 2026, buying an estimated $156K and bringing the position to 55,752 shares worth $7.3M. The position accounts for 1.19% of the portfolio, ranked #30.

Principal Street Partners first reported a position in DUK in Q1 2019 and has held it in 29 quarters since. The position peaked at $12.9M in Q1 2021. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Principal Street Partners held 55,752 shares of Duke Energy worth $7.3M as of Q1 2026.
  • Principal Street Partners bought 1,250 Duke Energy shares in Q1 2026, an estimated $156K.
  • Duke Energy made up 1.19% of Principal Street Partners's portfolio in Q1 2026, its #30 holding.
  • Principal Street Partners first reported a position in Duke Energy in Q1 2019 and has held it in 29 quarters since.
  • Principal Street Partners's Duke Energy position peaked at $12.9M in Q1 2021.
  • 2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Principal Street Partners's 13F filing for Q1 2026, filed 15 May 2026.