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Siemens Fonds Invest’s Duke Energy DUK Stock Holding History

Siemens Fonds Invest’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 		$2.9M Buy
22,168
+43
+0.2% +$5.38K 0.17% 153
2025
Q4 		$2.6M Buy
22,125
+4,486
+25% +$548K 0.14% 158
2025
Q3 		$2.18M Hold
17,639
– – 0.12% 184
2025
Q2 		$2.08M Sell
17,639
-424
-2% -$50K 0.12% 174
2025
Q1 		$2.2M Sell
18,063
-143
-0.8% -$16.3K 0.15% 164
2024
Q4 		$1.96M Buy
18,206
+11,944
+191% +$1.35M 0.13% 179
2024
Q3 		$722K Buy
6,262
+1,382
+28% +$154K 0.06% 227
2024
Q2 		$489K Sell
4,880
-17,625
-78% -$1.76M 0.04% 278
2024
Q1 		$2.18M Sell
22,505
-3,238
-13% -$307K 0.17% 167
2023
Q4 		$2.5M Sell
25,743
-4,448
-15% -$405K 0.2% 142
2023
Q3 		$2.66M Sell
30,191
-8,555
-22% -$784K 0.27% 100
2023
Q2 		$3.46M Sell
38,746
-574
-1% -$54.2K 0.34% 83
2023
Q1 		$3.79M Sell
39,320
-91
-0.2% -$8.99K 0.4% 74
2022
Q4 		$4.06M Sell
39,411
-404
-1% -$38.8K 0.41% 63
2022
Q3 		$3.7M Buy
39,815
+151
+0.4% +$16.2K 0.43% 58
2022
Q2 		$4.25M Sell
39,664
-303
-0.8% -$33.3K 0.45% 53
2022
Q1 		$4.46M Buy
39,967
+777
+2% +$80.7K 0.36% 68
2021
Q4 		$4.11M Sell
39,190
-5,496
-12% -$557K 0.27% 79
2021
Q3 		$4.36M Buy
44,686
+1,061
+2% +$110K 0.29% 68
2021
Q2 		$4.31M Buy
43,625
+1,898
+5% +$191K 0.51% 58
2021
Q1 		$4.03M Buy
41,727
+475
+1% +$43.4K 0.39% 80
2020
Q4 		$3.74M Buy
+41,252
New +$3.82M 0.39% 79

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

Siemens Fonds Invest's DUK Position: Q1 2026 in Review

Siemens Fonds Invest increased its Duke Energy (DUK) stake by 0.19% in Q1 2026, buying an estimated $5.38K and bringing the position to 22,168 shares worth $2.9M. The position accounts for 0.17% of the portfolio, ranked #153.

Siemens Fonds Invest first reported a position in DUK in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.46M in Q1 2022. 2,469 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Siemens Fonds Invest held 22,168 shares of Duke Energy worth $2.9M as of Q1 2026.
  • Siemens Fonds Invest bought 43 Duke Energy shares in Q1 2026, an estimated $5.38K.
  • Duke Energy made up 0.17% of Siemens Fonds Invest's portfolio in Q1 2026, its #153 holding.
  • Siemens Fonds Invest first reported a position in Duke Energy in Q4 2020 and has held it in 22 quarters since.
  • Siemens Fonds Invest's Duke Energy position peaked at $4.46M in Q1 2022.
  • 2,469 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Siemens Fonds Invest's 13F filing for Q1 2026, filed 15 May 2026.