Richard W. Paul & Associates’s Duke Energy DUK Stock Holding History

Richard W. Paul & Associates’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	$19.5K	Hold	149	–	–	0.01%	203
2025 Q4	$17.5K	Buy	149 +2	+1%	+$244	0.01%	203
2025 Q3	$18.2K	Hold	147	–	–	0.01%	206
2025 Q2	$17.3K	Sell	147 -1	-0.7%	-$118	0.01%	223
2025 Q1	$18.1K	Hold	148	–	–	0.01%	218
2024 Q4	$15.9K	Sell	148 -1	-0.7%	-$113	0.01%	276
2024 Q3	$17.2K	Sell	149 -94	-39%	-$10.5K	0.01%	270
2024 Q2	$24.4K	Buy	243 +1	+0.4%	+$100	0.01%	237
2024 Q1	$23.4K	Hold	242	–	–	0.01%	251
2023 Q4	$23.5K	Sell	242 -54	-18%	-$4.91K	0.01%	246
2023 Q3	$26.1K	Sell	296 -23	-7%	-$2.11K	0.01%	228
2023 Q2	$28.6K	Buy	319 +27	+9%	+$2.55K	0.01%	243
2023 Q1	$28.2K	Buy	292 +12	+4%	+$1.19K	0.01%	242
2022 Q4	$28.8K	Buy	+280	New	+$26.9K	0.01%	243

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

Richard W. Paul & Associates's DUK Position: Q1 2026 in Review

Richard W. Paul & Associates held its Duke Energy (DUK) position steady in Q1 2026 at 149 shares worth $19.5K. The position accounts for 0.01% of the portfolio, ranked #203.

Richard W. Paul & Associates first reported a position in DUK in Q4 2022 and has held it in 14 quarters since. The position peaked at $28.8K in Q4 2022. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Richard W. Paul & Associates held 149 shares of Duke Energy worth $19.5K as of Q1 2026.
Richard W. Paul & Associates left its Duke Energy share count unchanged in Q1 2026.
Duke Energy made up 0.01% of Richard W. Paul & Associates's portfolio in Q1 2026, its #203 holding.
Richard W. Paul & Associates first reported a position in Duke Energy in Q4 2022 and has held it in 14 quarters since.
Richard W. Paul & Associates's Duke Energy position peaked at $28.8K in Q4 2022.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Richard W. Paul & Associates's 13F filing for Q1 2026, filed 13 May 2026.