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Shelton Capital Management’s Duke Energy DUK Stock Holding History

Shelton Capital 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 		$11.5M Buy
87,830
+53,058
+153% +$6.63M 0.25% 92
2025
Q4 		$4.08M Sell
34,772
-900
-3% -$110K 0.08% 178
2025
Q3 		$4.41M Hold
35,672
– – 0.09% 163
2025
Q2 		$4.21M Sell
35,672
-181
-0.5% -$21.4K 0.1% 176
2025
Q1 		$4.37M Sell
35,853
-700
-2% -$79.8K 0.1% 165
2024
Q4 		$3.94M Sell
36,553
-1,100
-3% -$125K 0.1% 174
2024
Q3 		$4.34M Sell
37,653
-1,138
-3% -$127K 0.11% 166
2024
Q2 		$3.89M Sell
38,791
-4
-0% -$400 0.11% 181
2024
Q1 		$3.75M Sell
38,795
-4,800
-11% -$455K 0.11% 193
2023
Q4 		$4.23M Sell
43,595
-4,046
-8% -$368K 0.13% 173
2023
Q3 		$4.2M Buy
47,641
+30,390
+176% +$2.79M 0.15% 160
2023
Q2 		$1.55M Buy
17,251
+100
+0.6% +$9.44K 0.06% 245
2023
Q1 		$1.65M Buy
17,151
+8,151
+91% +$805K 0.07% 217
2022
Q4 		$927K Sell
9,000
-8,213
-48% -$788K 0.1% 214
2022
Q3 		$1.6M Buy
17,213
+8,350
+94% +$897K 0.08% 214
2022
Q2 		$950K Hold
8,863
– – 0.04% 262
2022
Q1 		$990K Buy
8,863
+32
+0.4% +$3.32K 0.04% 273
2021
Q4 		$926K Buy
8,831
+500
+6% +$50.7K 0.03% 280
2021
Q3 		$813K Sell
8,331
-9,350
-53% -$968K 0.03% 289
2021
Q2 		$1.75M Buy
17,681
+1
+0% +$100 0.07% 239
2021
Q1 		$1.71M Sell
17,680
-6,509
-27% -$594K 0.06% 254
2020
Q4 		$2.21M Sell
24,189
-36,300
-60% -$3.36M 0.1% 192
2020
Q3 		$5.36M Buy
60,489
+24,401
+68% +$2.01M 0.22% 96
2020
Q2 		$2.88M Sell
36,088
-129
-0.4% -$10.9K 0.16% 124
2020
Q1 		$2.93M Buy
36,217
+28,201
+352% +$2.59M 0.21% 95
2019
Q4 		$731K Sell
8,016
-9,150
-53% -$839K 0.04% 272
2019
Q3 		$1.65M Hold
17,166
– – 0.1% 179
2019
Q2 		$1.51M Buy
17,166
+15,495
+927% +$1.37M 0.09% 196
2019
Q1 		$18.6K Sell
1,671
-15,594
-90% -$1.37M 0.07% 245
2018
Q4 		$1.49M Hold
17,265
– – 0.1% 175
2018
Q3 		$1.38M Buy
17,265
+1,115
+7% +$90.2K 0.08% 206
2018
Q2 		$1.28M Hold
16,150
– – 0.08% 207
2018
Q1 		$1.25M Sell
16,150
-500
-3% -$38.6K 0.08% 201
2017
Q4 		$1.4M Hold
16,650
– – 0.09% 191
2017
Q3 		$1.4M Buy
16,650
+1,871
+13% +$160K 0.09% 195
2017
Q2 		$1.24M Buy
14,779
+500
+4% +$42K 0.09% 201
2017
Q1 		$1.17M Hold
14,279
– – 0.08% 206
2016
Q4 		$1.11M Hold
14,279
– – 0.08% 223
2016
Q3 		$1.14M Hold
14,279
– – 0.1% 195
2016
Q2 		$1.23M Sell
14,279
-4,200
-23% -$336K 0.11% 172
2016
Q1 		$1.49M Sell
18,479
-93
-0.5% -$7.04K 0.14% 143
2015
Q4 		$1.33M Buy
18,572
+1,393
+8% +$97.9K 0.13% 151
2015
Q3 		$1.24M Sell
17,179
-15,600
-48% -$1.13M 0.14% 149
2015
Q2 		$2.31M Hold
32,779
– – 0.24% 84
2015
Q1 		$2.52M Sell
32,779
-200
-0.6% -$16.2K 0.27% 76
2014
Q4 		$2.75M Sell
32,979
-7,700
-19% -$621K 0.32% 68
2014
Q3 		$3.04M Hold
40,679
– – 0.41% 50
2014
Q2 		$3.02M Buy
40,679
+7,800
+24% +$561K 0.42% 51
2014
Q1 		$2.34M Buy
32,879
+700
+2% +$48.8K 0.34% 62
2013
Q4 		$2.22M Hold
32,179
– – 0.34% 62
2013
Q3 		$2.15M Sell
32,179
-300
-0.9% -$20.5K 0.36% 64
2013
Q2 		$2.19M Buy
+32,479
New +$2.3M 0.4% 57

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

Shelton Capital Management's DUK Position: Q1 2026 in Review

Shelton Capital Management increased its Duke Energy (DUK) stake by 153% in Q1 2026, buying an estimated $6.63M and bringing the position to 87,830 shares worth $11.5M. The position accounts for 0.25% of the portfolio, ranked #92.

Shelton Capital Management first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Shelton Capital Management held 87,830 shares of Duke Energy worth $11.5M as of Q1 2026.
  • Shelton Capital Management bought 53,058 Duke Energy shares in Q1 2026, an estimated $6.63M.
  • Duke Energy made up 0.25% of Shelton Capital Management's portfolio in Q1 2026, its #92 holding.
  • Shelton Capital Management first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.