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Shoker Investment Counsel’s Duke Energy DUK Stock Holding History

Shoker Investment Counsel’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 		$2.82M Sell
21,572
-3,380
-14% -$423K 0.84% 34
2025
Q4 		$2.92M Buy
24,952
+450
+2% +$55K 0.86% 34
2025
Q3 		$3.03M Sell
24,502
-1
-0% -$121 0.89% 32
2025
Q2 		$2.89M Sell
24,503
-7
-0% -$826 0.91% 33
2025
Q1 		$2.99M Buy
24,510
+592
+2% +$67.5K 1.01% 32
2024
Q4 		$2.58M Buy
23,918
+377
+2% +$42.7K 0.87% 39
2024
Q3 		$2.71M Sell
23,541
-677
-3% -$75.3K 0.91% 38
2024
Q2 		$2.43M Buy
24,218
+2,747
+13% +$275K 0.86% 38
2024
Q1 		$2.06M Buy
21,471
+98
+0.5% +$9.3K 0.74% 41
2023
Q4 		$2.07M Buy
21,373
+529
+3% +$48.1K 0.8% 39
2023
Q3 		$1.84M Sell
20,844
-48
-0.2% -$4.4K 0.8% 40
2023
Q2 		$1.87M Buy
20,892
+175
+0.8% +$16.5K 0.78% 41
2023
Q1 		$2M Sell
20,717
-104
-0.5% -$10.3K 0.87% 40
2022
Q4 		$2.14M Buy
20,821
+178
+0.9% +$17.1K 0.96% 34
2022
Q3 		$1.92M Buy
20,643
+1,171
+6% +$126K 1.01% 35
2022
Q2 		$2.09M Buy
19,472
+884
+5% +$97.2K 1.11% 33
2022
Q1 		$2.08M Sell
18,588
-97
-0.5% -$10.1K 1.03% 35
2021
Q4 		$1.96M Sell
18,685
-23
-0.1% -$2.33K 0.9% 37
2021
Q3 		$1.82M Buy
18,708
+559
+3% +$57.9K 0.91% 36
2021
Q2 		$1.79M Buy
18,149
+360
+2% +$36.2K 0.89% 39
2021
Q1 		$1.72M Sell
17,789
-1,107
-6% -$101K 0.9% 40
2020
Q4 		$1.73M Buy
18,896
+339
+2% +$31.4K 0.97% 34
2020
Q3 		$1.64M Buy
18,557
+152
+0.8% +$12.5K 1.08% 31
2020
Q2 		$1.47M Buy
18,405
+275
+2% +$23.2K 1.02% 34
2020
Q1 		$1.47M Buy
18,130
+396
+2% +$36.4K 1.23% 28
2019
Q4 		$1.62M Buy
17,734
+585
+3% +$53.6K 1.08% 32
2019
Q3 		$1.64M Buy
17,149
+505
+3% +$46K 1.18% 29
2019
Q2 		$1.47M Buy
16,644
+352
+2% +$31.1K 1.07% 31
2019
Q1 		$1.47M Buy
16,292
+746
+5% +$65.8K 1.08% 30
2018
Q4 		$1.34M Buy
15,546
+7,556
+95% +$643K 1.12% 26
2018
Q3 		$639K Buy
7,990
+550
+7% +$44.5K 0.46% 56
2018
Q2 		$588K Buy
7,440
+661
+10% +$50.8K 0.44% 59
2018
Q1 		$525K Buy
6,779
+332
+5% +$25.7K 0.4% 63
2017
Q4 		$542K Buy
6,447
+1,289
+25% +$113K 0.39% 65
2017
Q3 		$432K Buy
5,158
+646
+14% +$55.3K 0.33% 71
2017
Q2 		$377K Buy
4,512
+28
+0.6% +$2.35K 0.3% 75
2017
Q1 		$367K Buy
4,484
+21
+0.5% +$1.67K 0.31% 74
2016
Q4 		$346K Buy
4,463
+23
+0.5% +$1.76K 0.29% 78
2016
Q3 		$355K Buy
4,440
+21
+0.5% +$1.74K 0.3% 72
2016
Q2 		$379K Buy
4,419
+20
+0.5% +$1.6K 0.34% 70
2016
Q1 		$354K Buy
+4,399
New +$333K 0.33% 73

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 $315B AUM 27.84% 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

Shoker Investment Counsel's DUK Position: Q1 2026 in Review

Shoker Investment Counsel reduced its Duke Energy (DUK) stake by 14% in Q1 2026, selling an estimated $423K and leaving 21,572 shares worth $2.82M. The position accounts for 0.84% of the portfolio, ranked #34.

Shoker Investment Counsel first reported a position in DUK in Q1 2016 and has held it in 41 quarters since. The position peaked at $3.03M in Q3 2025. 2,469 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Shoker Investment Counsel held 21,572 shares of Duke Energy worth $2.82M as of Q1 2026.
  • Shoker Investment Counsel sold 3,380 Duke Energy shares in Q1 2026, an estimated $423K.
  • Duke Energy made up 0.84% of Shoker Investment Counsel's portfolio in Q1 2026, its #34 holding.
  • Shoker Investment Counsel first reported a position in Duke Energy in Q1 2016 and has held it in 41 quarters since.
  • Shoker Investment Counsel's Duke Energy position peaked at $3.03M in Q3 2025.
  • 2,469 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Shoker Investment Counsel's 13F filing for Q1 2026, filed 11 May 2026.