Schulhoff & Co’s Duke Energy DUK Stock Holding History

Schulhoff & Co’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	$1.37M	Hold	10,434	–	–	0.56%	45
2025 Q4	$1.22M	Hold	10,434	–	–	0.51%	48
2025 Q3	$1.29M	Hold	10,434	–	–	0.55%	45
2025 Q2	$1.23M	Buy	10,434 +210	+2%	+$24.8K	0.55%	44
2025 Q1	$1.25M	Hold	10,224	–	–	0.55%	45
2024 Q4	$1.1M	Hold	10,224	–	–	0.4%	52
2024 Q3	$1.18M	Hold	10,224	–	–	0.49%	52
2024 Q2	$1.02M	Hold	10,224	–	–	0.46%	53
2024 Q1	$989K	Sell	10,224 -175	-2%	-$16.6K	0.43%	57
2023 Q4	$1.01M	Hold	10,399	–	–	0.48%	51
2023 Q3	$918K	Sell	10,399 -325	-3%	-$29.8K	0.46%	51
2023 Q2	$962K	Hold	10,724	–	–	0.45%	53
2023 Q1	$1.03M	Hold	10,724	–	–	0.48%	51
2022 Q4	$1.1M	Sell	10,724 -234	-2%	-$22.5K	0.51%	48
2022 Q3	$1.02M	Buy	10,958 +100	+0.9%	+$10.7K	0.53%	50
2022 Q2	$1.16M	Hold	10,858	–	–	0.54%	48
2022 Q1	$1.21M	Buy	10,858 +75	+0.7%	+$7.79K	0.51%	49
2021 Q4	$1.13M	Hold	10,783	–	–	0.47%	53
2021 Q3	$1.05M	Sell	10,783 -56	-0.5%	-$5.8K	0.47%	52
2021 Q2	$1.07M	Buy	10,839 +110	+1%	+$11.1K	0.47%	51
2021 Q1	$1.03M	Buy	10,729 +50	+0.5%	+$4.56K	0.47%	49
2020 Q4	$977K	Hold	10,679	–	–	0.49%	48
2020 Q3	$945K	Hold	10,679	–	–	0.51%	46
2020 Q2	$853K	Hold	10,679	–	–	0.5%	48
2020 Q1	$863K	Buy	10,679 +315	+3%	+$28.9K	0.54%	46
2019 Q4	$945K	Buy	10,364 +200	+2%	+$18.3K	0.44%	52
2019 Q3	$974K	Buy	10,164 +300	+3%	+$27.3K	0.48%	52
2019 Q2	$870K	Buy	9,864 +100	+1%	+$8.84K	0.45%	53
2019 Q1	$878K	Buy	9,764 +921	+10%	+$81.2K	0.47%	53
2018 Q4	$763K	Hold	8,843	–	–	0.48%	54
2018 Q3	$707K	Buy	8,843 +490	+6%	+$39.6K	0.4%	58
2018 Q2	$660K	Sell	8,353 -520	-6%	-$40K	0.39%	57
2018 Q1	$687K	Buy	8,873 +831	+10%	+$64.2K	0.4%	57
2017 Q4	$676K	Buy	8,042 +167	+2%	+$14.6K	0.38%	56
2017 Q3	$660K	Hold	7,875	–	–	0.39%	57
2017 Q2	$658K	Buy	7,875 +135	+2%	+$11.3K	0.4%	60
2017 Q1	$634K	Buy	7,740 +400	+5%	+$31.8K	0.39%	58
2016 Q4	$569K	Sell	7,340 -562	-7%	-$43K	0.35%	58
2016 Q3	$632K	Buy	7,902 +825	+12%	+$68.3K	0.39%	55
2016 Q2	$607K	Buy	7,077 +100	+1%	+$7.99K	0.38%	53
2016 Q1	$562K	Hold	6,977	–	–	0.37%	56
2015 Q4	$498K	Sell	6,977 -300	-4%	-$21.1K	0.34%	60
2015 Q3	$523K	Sell	7,277 -312	-4%	-$22.6K	0.37%	57
2015 Q2	$535K	Hold	7,589	–	–	0.34%	57
2015 Q1	$582K	Sell	7,589 -390	-5%	-$31.7K	0.36%	55
2014 Q4	$666K	Hold	7,979	–	–	0.4%	48
2014 Q3	$597K	Sell	7,979 -139	-2%	-$10.1K	0.37%	58
2014 Q2	$602K	Buy	8,118 +1,140	+16%	+$82K	0.37%	56
2014 Q1	$497K	Hold	6,978	–	–	0.34%	52
2013 Q4	$482K	Hold	6,978	–	–	0.33%	54
2013 Q3	$466K	Sell	6,978 -500	-7%	-$34.1K	0.34%	54
2013 Q2	$505K	Buy	+7,478	New	+$529K	0.38%	49

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

Schulhoff & Co's DUK Position: Q1 2026 in Review

Schulhoff & Co held its Duke Energy (DUK) position steady in Q1 2026 at 10,434 shares worth $1.37M. The position accounts for 0.56% of the portfolio, ranked #45.

Schulhoff & Co first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Schulhoff & Co held 10,434 shares of Duke Energy worth $1.37M as of Q1 2026.
Schulhoff & Co left its Duke Energy share count unchanged in Q1 2026.
Duke Energy made up 0.56% of Schulhoff & Co's portfolio in Q1 2026, its #45 holding.
Schulhoff & Co first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Schulhoff & Co's 13F filing for Q1 2026, filed 11 May 2026.