Punch & Associates Investment Management’s Duke Energy DUK Stock Holding History

Punch & Associates 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	$6.23M	Sell	47,597 -27	-0.1%	-$3.38K	0.36%	94
2025 Q4	$5.58M	Buy	47,624 +176	+0.4%	+$21.5K	0.33%	95
2025 Q3	$5.87M	Buy	47,448 +26	+0.1%	+$3.15K	0.34%	97
2025 Q2	$5.6M	Buy	+47,422	New	+$5.6M	0.34%	96
2016 Q1	–	Sell	-31	Closed	-$2.21K	–	187
2015 Q4	$2.21K	Buy	+31	New	+$2.18K	﹤0.01%	252
2013 Q3	–	Sell	-37,008	Closed	-$2.5M	–	205
2013 Q2	$2.5M	Buy	+37,008	New	+$2.62M	0.44%	107

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

Punch & Associates Investment Management's DUK Position: Q1 2026 in Review

Punch & Associates Investment Management reduced its Duke Energy (DUK) stake by 0.06% in Q1 2026, selling an estimated $3.38K and leaving 47,597 shares worth $6.23M. The position accounts for 0.36% of the portfolio, ranked #94.

Punch & Associates Investment Management first reported a position in DUK in Q2 2013 and has held it in 6 quarters since. 2,475 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Punch & Associates Investment Management held 47,597 shares of Duke Energy worth $6.23M as of Q1 2026.
Punch & Associates Investment Management sold 27 Duke Energy shares in Q1 2026, an estimated $3.38K.
Duke Energy made up 0.36% of Punch & Associates Investment Management's portfolio in Q1 2026, its #94 holding.
Punch & Associates Investment Management first reported a position in Duke Energy in Q2 2013 and has held it in 6 quarters since.
2,475 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Punch & Associates Investment Management's 13F filing for Q1 2026, filed 15 May 2026.