Russell Investments Group
DUK icon

Russell Investments Group’s Duke Energy DUK Stock Holding History

Russell Investments Group’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 		$179M Sell
1,367,256
-25,224
-2% -$3.15M 0.19% 87
2025
Q4 		$163M Sell
1,392,480
-13,515
-1% -$1.65M 0.18% 105
2025
Q3 		$174M Buy
1,405,995
+159,058
+13% +$19.3M 0.2% 88
2025
Q2 		$147M Buy
1,246,937
+132,688
+12% +$15.7M 0.19% 98
2025
Q1 		$136M Buy
1,114,249
+265,479
+31% +$30.3M 0.19% 109
2024
Q4 		$91.4M Sell
848,770
-138,364
-14% -$15.7M 0.13% 160
2024
Q3 		$114M Buy
987,134
+30,160
+3% +$3.36M 0.16% 127
2024
Q2 		$95.9M Buy
956,974
+11,129
+1% +$1.11M 0.15% 136
2024
Q1 		$91.5M Buy
945,845
+54,211
+6% +$5.14M 0.14% 149
2023
Q4 		$86.5M Buy
891,634
+13,668
+2% +$1.24M 0.15% 140
2023
Q3 		$77.5M Sell
877,966
-128,814
-13% -$11.8M 0.15% 148
2023
Q2 		$90.3M Sell
1,006,780
-31,275
-3% -$2.95M 0.17% 119
2023
Q1 		$100M Buy
1,038,055
+261,785
+34% +$25.9M 0.2% 109
2022
Q4 		$80M Buy
776,270
+253,539
+49% +$24.3M 0.16% 137
2022
Q3 		$48.6M Buy
522,731
+90,706
+21% +$9.74M 0.11% 225
2022
Q2 		$46.3M Sell
432,025
-111,470
-21% -$12.3M 0.09% 252
2022
Q1 		$60.7M Sell
543,495
-65,416
-11% -$6.79M 0.11% 229
2021
Q4 		$63.9M Sell
608,911
-278,735
-31% -$28.3M 0.1% 230
2021
Q3 		$86.6M Buy
887,646
+49,995
+6% +$5.18M 0.15% 154
2021
Q2 		$82.7M Buy
837,651
+327,476
+64% +$32.9M 0.14% 164
2021
Q1 		$49.2M Sell
510,175
-14,161
-3% -$1.29M 0.09% 276
2020
Q4 		$47.9M Sell
524,336
-61,947
-11% -$5.73M 0.09% 245
2020
Q3 		$51M Sell
586,283
-34,708
-6% -$2.86M 0.11% 203
2020
Q2 		$49.6M Sell
620,991
-129,312
-17% -$10.9M 0.11% 200
2020
Q1 		$61.1M Sell
750,303
-285,162
-28% -$26.2M 0.16% 132
2019
Q4 		$94.3M Buy
1,035,465
+300,913
+41% +$27.6M 0.18% 122
2019
Q3 		$70.5M Sell
734,552
-122,030
-14% -$11.1M 0.14% 173
2019
Q2 		$75.6M Buy
856,582
+32,371
+4% +$2.86M 0.14% 161
2019
Q1 		$74.1M Buy
824,211
+178,079
+28% +$15.7M 0.14% 165
2018
Q4 		$55.7M Sell
646,132
-12,781
-2% -$1.09M 0.12% 184
2018
Q3 		$52.6M Buy
658,913
+81,360
+14% +$6.58M 0.1% 214
2018
Q2 		$45.7M Sell
577,553
-131,186
-19% -$10.1M 0.1% 225
2018
Q1 		$54.9M Sell
708,739
-124,847
-15% -$9.65M 0.09% 254
2017
Q4 		$70M Sell
833,586
-158,165
-16% -$13.8M 0.12% 187
2017
Q3 		$83.2M Sell
991,751
-136,071
-12% -$11.7M 0.14% 165
2017
Q2 		$94.3M Buy
1,127,822
+344,405
+44% +$28.9M 0.17% 121
2017
Q1 		$64.2M Buy
783,417
+177,991
+29% +$14.1M 0.12% 199
2016
Q4 		$47.2M Buy
+605,426
New +$46.4M 0.09% 250

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

Russell Investments Group's DUK Position: Q1 2026 in Review

Russell Investments Group reduced its Duke Energy (DUK) stake by 1.8% in Q1 2026, selling an estimated $3.15M and leaving 1,367,256 shares worth $179M. The position accounts for 0.19% of the portfolio, ranked #87.

Russell Investments Group first reported a position in DUK in Q4 2016 and has held it in 38 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Russell Investments Group held 1,367,256 shares of Duke Energy worth $179M as of Q1 2026.
  • Russell Investments Group sold 25,224 Duke Energy shares in Q1 2026, an estimated $3.15M.
  • Duke Energy made up 0.19% of Russell Investments Group's portfolio in Q1 2026, its #87 holding.
  • Russell Investments Group first reported a position in Duke Energy in Q4 2016 and has held it in 38 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Russell Investments Group's 13F filing for Q1 2026, filed 8 May 2026.