Scotia Capital’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.91M | Buy |
14,562
+3,030
| +26% | +$379K | 0.01% | 466 |
|
|
2025
Q4 | $1.35M | Buy |
11,532
+454
| +4% | +$55.4K | 0.01% | 521 |
|
|
2025
Q3 | $1.37M | Buy |
11,078
+3,127
| +39% | +$379K | 0.01% | 515 |
|
|
2025
Q2 | $938K | Sell |
7,951
-2,920
| -27% | -$345K | ﹤0.01% | 539 |
|
|
2025
Q1 | $1.33M | Buy |
+10,871
| New | +$1.24M | 0.01% | 465 |
|
|
2024
Q4 | – | Sell |
-1,844
| Closed | -$213K | – | 877 |
|
|
2024
Q3 | $213K | Buy |
+1,844
| New | +$205K | ﹤0.01% | 767 |
|
|
2023
Q4 | – | Sell |
-5,681
| Closed | -$502K | – | 802 |
|
|
2023
Q3 | $502K | Sell |
5,681
-442
| -7% | -$40.5K | ﹤0.01% | 560 |
|
|
2023
Q2 | $550K | Sell |
6,123
-1,573
| -20% | -$148K | ﹤0.01% | 538 |
|
|
2023
Q1 | $743K | Sell |
7,696
-4,662
| -38% | -$461K | 0.01% | 484 |
|
|
2022
Q4 | $1.27M | Buy |
12,358
+4,036
| +48% | +$387K | 0.01% | 415 |
|
|
2022
Q3 | $774K | Sell |
8,322
-658
| -7% | -$70.7K | 0.01% | 486 |
|
|
2022
Q2 | $963K | Buy |
8,980
+320
| +4% | +$35.2K | 0.01% | 480 |
|
|
2022
Q1 | $967K | Sell |
8,660
-172
| -2% | -$17.9K | 0.01% | 518 |
|
|
2021
Q4 | $926K | Sell |
8,832
-243
| -3% | -$24.6K | 0.01% | 539 |
|
|
2021
Q3 | $886K | Buy |
9,075
+380
| +4% | +$39.3K | 0.01% | 537 |
|
|
2021
Q2 | $858K | Sell |
8,695
-2,338
| -21% | -$235K | 0.01% | 540 |
|
|
2021
Q1 | $1.06M | Sell |
11,033
-2,106
| -16% | -$192K | 0.01% | 472 |
|
|
2020
Q4 | $1.2M | Sell |
13,139
-637
| -5% | -$58.9K | 0.01% | 406 |
|
|
2020
Q3 | $1.22M | Sell |
13,776
-115
| -0.8% | -$9.48K | 0.01% | 363 |
|
|
2020
Q2 | $1.12M | Sell |
13,891
-2,516
| -15% | -$213K | 0.02% | 322 |
|
|
2020
Q1 | $1.33M | Sell |
16,407
-272
| -2% | -$25K | 0.02% | 294 |
|
|
2019
Q4 | $1.52M | Sell |
16,679
-38
| -0.2% | -$3.48K | 0.02% | 330 |
|
|
2019
Q3 | $1.6M | Buy |
16,717
+9,548
| +133% | +$869K | 0.02% | 317 |
|
|
2019
Q2 | $633K | Sell |
7,169
-889
| -11% | -$78.6K | 0.01% | 485 |
|
|
2019
Q1 | $725K | Sell |
8,058
-2,515
| -24% | -$222K | 0.01% | 438 |
|
|
2018
Q4 | $912K | Buy |
10,573
+417
| +4% | +$35.5K | 0.01% | 367 |
|
|
2018
Q3 | $813K | Buy |
10,156
+1,585
| +18% | +$128K | 0.01% | 446 |
|
|
2018
Q2 | $660K | Hold |
8,571
| – | – | 0.01% | 461 |
|
|
2018
Q1 | $664K | Sell |
8,571
-1,608
| -16% | -$124K | 0.01% | 473 |
|
|
2017
Q4 | $856K | Sell |
10,179
-607
| -6% | -$53K | 0.01% | 433 |
|
|
2017
Q3 | $905K | Buy |
10,786
+460
| +4% | +$39.4K | 0.01% | 414 |
|
|
2017
Q2 | $863K | Sell |
10,326
-588
| -5% | -$49.4K | 0.01% | 400 |
|
|
2017
Q1 | $896K | Sell |
10,914
-1,041
| -9% | -$82.7K | 0.02% | 412 |
|
|
2016
Q4 | $929K | Sell |
11,955
-1,376
| -10% | -$105K | 0.01% | 451 |
|
|
2016
Q3 | $1.07M | Buy |
13,331
+753
| +6% | +$62.4K | 0.02% | 401 |
|
|
2016
Q2 | $1.08M | Sell |
12,578
-15,391
| -55% | -$1.23M | 0.02% | 367 |
|
|
2016
Q1 | $2.26M | Buy |
27,969
+15,473
| +124% | +$1.17M | 0.05% | 223 |
|
|
2015
Q4 | $889K | Hold |
12,496
| – | – | 0.02% | 440 |
|
|
2015
Q3 | $900K | Sell |
12,496
-203
| -2% | -$14.7K | 0.02% | 415 |
|
|
2015
Q2 | $896K | Buy |
12,699
+936
| +8% | +$70.7K | 0.02% | 409 |
|
|
2015
Q1 | $903K | Buy |
11,763
+925
| +9% | +$75.1K | 0.02% | 321 |
|
|
2014
Q4 | $904K | Sell |
10,838
-3,154
| -23% | -$254K | 0.02% | 310 |
|
|
2014
Q3 | $1.04M | Sell |
13,992
-263
| -2% | -$19.2K | 0.02% | 296 |
|
|
2014
Q2 | $1.06M | Sell |
14,255
-77
| -0.5% | -$5.54K | 0.02% | 294 |
|
|
2014
Q1 | $1.02M | Buy |
14,332
+376
| +3% | +$26.2K | 0.02% | 293 |
|
|
2013
Q4 | $963K | Sell |
13,956
-865
| -6% | -$60.5K | 0.02% | 270 |
|
|
2013
Q3 | $990K | Sell |
14,821
-484
| -3% | -$33K | 0.03% | 255 |
|
|
2013
Q2 | $1.03M | Buy |
+15,305
| New | +$1.08M | 0.04% | 217 |
|
Other funds holding DUK
VCM
VPM
Scotia Capital's DUK Position: Q1 2026 in Review
Scotia Capital increased its Duke Energy (DUK) stake by 26% in Q1 2026, buying an estimated $379K and bringing the position to 14,562 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #466.
Scotia Capital first reported a position in DUK in Q2 2013 and has held it in 48 quarters since. The position peaked at $2.26M in Q1 2016. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Scotia Capital held 14,562 shares of Duke Energy worth $1.91M as of Q1 2026.
- Scotia Capital bought 3,030 Duke Energy shares in Q1 2026, an estimated $379K.
- Duke Energy made up 0.01% of Scotia Capital's portfolio in Q1 2026, its #466 holding.
- Scotia Capital first reported a position in Duke Energy in Q2 2013 and has held it in 48 quarters since.
- Scotia Capital's Duke Energy position peaked at $2.26M in Q1 2016.
- 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Scotia Capital's 13F filing for Q1 2026, filed 13 May 2026.