PIM
DUK icon

Pullen Investment Management’s Duke Energy DUK Stock Holding History

Pullen Investment 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 		$1.59M Sell
12,131
-152
-1% -$19K 0.8% 53
2025
Q4 		$1.44M Sell
12,283
-87
-0.7% -$10.6K 0.76% 51
2025
Q3 		$1.53M Buy
12,370
+72
+0.6% +$8.74K 0.83% 50
2025
Q2 		$1.45M Sell
12,298
-72
-0.6% -$8.5K 0.87% 50
2025
Q1 		$1.51M Sell
12,370
-477
-4% -$54.4K 0.95% 42
2024
Q4 		$1.38M Sell
12,847
-596
-4% -$67.5K 0.9% 44
2024
Q3 		$1.55M Buy
13,443
+250
+2% +$27.8K 1.13% 31
2024
Q2 		$1.32M Sell
13,193
-412
-3% -$41.2K 1.1% 33
2024
Q1 		$1.32M Buy
+13,605
New +$1.29M 1.11% 32

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

Pullen Investment Management's DUK Position: Q1 2026 in Review

Pullen Investment Management reduced its Duke Energy (DUK) stake by 1.2% in Q1 2026, selling an estimated $19K and leaving 12,131 shares worth $1.59M. The position accounts for 0.8% of the portfolio, ranked #53.

Pullen Investment Management first reported a position in DUK in Q1 2024 and has held it in 9 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Pullen Investment Management held 12,131 shares of Duke Energy worth $1.59M as of Q1 2026.
  • Pullen Investment Management sold 152 Duke Energy shares in Q1 2026, an estimated $19K.
  • Duke Energy made up 0.8% of Pullen Investment Management's portfolio in Q1 2026, its #53 holding.
  • Pullen Investment Management first reported a position in Duke Energy in Q1 2024 and has held it in 9 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Pullen Investment Management's 13F filing for Q1 2026, filed 15 Apr 2026.