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Signet Financial Management’s Duke Energy DUK Stock Holding History

Signet Financial 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 		$277K Sell
2,113
-19
-0.9% -$2.38K 0.03% 260
2025
Q4 		$250K Sell
2,132
-3
-0.1% -$366 0.03% 268
2025
Q3 		$264K Buy
2,135
+408
+24% +$49.5K 0.03% 257
2025
Q2 		$204K Buy
1,727
+5
+0.3% +$590 0.03% 282
2025
Q1 		$210K Buy
+1,722
New +$196K 0.03% 273
2022
Q2 		– Sell
-1,814
Closed -$203K – 248
2022
Q1 		$203K Sell
1,814
-250
-12% -$26K 0.03% 243
2021
Q4 		$217K Buy
+2,064
New +$209K 0.03% 244
2020
Q2 		– Sell
-10,469
Closed -$857K – 229
2020
Q1 		$857K Buy
10,469
+318
+3% +$29.2K 0.2% 109
2019
Q4 		$926K Buy
10,151
+182
+2% +$16.7K 0.17% 133
2019
Q3 		$873K Hold
9,969
– – 0.17% 137
2019
Q2 		$866K Hold
9,969
– – 0.17% 136
2019
Q1 		$895K Hold
9,969
– – 0.18% 134
2018
Q4 		$860K Hold
9,969
– – 0.19% 129
2018
Q3 		$798K Sell
9,969
-670
-6% -$54.2K 0.14% 139
2018
Q2 		$841K Buy
10,639
+670
+7% +$51.5K 0.15% 132
2018
Q1 		$772K Sell
9,969
-1,001
-9% -$77.4K 0.14% 134
2017
Q4 		$923K Sell
10,970
-1,763
-14% -$154K 0.17% 121
2017
Q3 		$1.07M Buy
12,733
+1,000
+9% +$85.6K 0.21% 110
2017
Q2 		$981K Hold
11,733
– – 0.21% 112
2017
Q1 		$962K Buy
11,733
+8,533
+267% +$678K 0.21% 111
2016
Q4 		$248K Hold
3,200
– – 0.06% 155
2016
Q3 		$256K Sell
3,200
-135
-4% -$11.2K 0.06% 142
2016
Q2 		$286K Sell
3,335
-107
-3% -$8.55K 0.07% 141
2016
Q1 		$278K Buy
+3,442
New +$260K 0.06% 150
2015
Q4 		– Sell
-2,801
Closed -$202K – 216
2015
Q3 		$202K Buy
+2,801
New +$203K 0.05% 172

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

Signet Financial Management's DUK Position: Q1 2026 in Review

Signet Financial Management reduced its Duke Energy (DUK) stake by 0.89% in Q1 2026, selling an estimated $2.38K and leaving 2,113 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #260.

Signet Financial Management first reported a position in DUK in Q3 2015 and has held it in 25 quarters since. The position peaked at $1.07M in Q3 2017. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Signet Financial Management held 2,113 shares of Duke Energy worth $277K as of Q1 2026.
  • Signet Financial Management sold 19 Duke Energy shares in Q1 2026, an estimated $2.38K.
  • Duke Energy made up 0.03% of Signet Financial Management's portfolio in Q1 2026, its #260 holding.
  • Signet Financial Management first reported a position in Duke Energy in Q3 2015 and has held it in 25 quarters since.
  • Signet Financial Management's Duke Energy position peaked at $1.07M in Q3 2017.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.