Simplex Trading’s Duke Energy DUK Stock Holding History

Simplex Trading’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	–	Sell	-623	Closed	-$77.9K	–	9314
2025 Q4	$73K	Buy	+623	New	+$76.1K	﹤0.01%	5301
2023 Q3	–	Sell	-28,917	Closed	-$2.65M	–	8901
2023 Q2	$2.6M	Buy	+28,917	New	+$2.73M	﹤0.01%	1760
2022 Q3	–	Sell	-27,808	Closed	-$2.99M	–	10102
2022 Q2	$2.98M	Buy	+27,808	New	+$3.06M	﹤0.01%	1507
2022 Q1	–	Sell	-16,920	Closed	-$1.76M	–	10591
2021 Q4	$1.77M	Buy	16,920 +14,492	+597%	+$1.47M	﹤0.01%	2161
2021 Q3	$241K	Buy	2,428 +38	+2%	+$3.93K	﹤0.01%	5307
2021 Q2	$235K	Buy	+2,390	New	+$240K	﹤0.01%	5418
2020 Q4	–	Sell	-50,929	Closed	-$4.71M	–	8486
2020 Q3	$4.51M	Buy	+50,929	New	+$4.2M	0.01%	931
2017 Q4	–	Sell	-9,300	Closed	-$812K	–	6126
2017 Q3	$780K	Buy	+9,300	New	+$796K	0.03%	465
2015 Q4	–	Sell	-2,328	Closed	-$164K	–	5532
2015 Q3	$167K	Sell	2,328 -19,356	-89%	-$1.4M	0.01%	1037
2015 Q2	$1.53M	Buy	21,684 +16,344	+306%	+$1.24M	0.13%	138
2015 Q1	$410K	Buy	+5,340	New	+$433K	0.05%	388

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Simplex Trading's DUK Position: Q1 2026 in Review

Simplex Trading sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 623 shares — an estimated $77.9K sold.

Simplex Trading first reported a position in DUK in Q1 2015 and held it in 11 quarters. The position peaked at $4.51M in Q3 2020. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Simplex Trading reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
Simplex Trading sold 623 Duke Energy shares in Q1 2026, an estimated $77.9K.
Simplex Trading first reported a position in Duke Energy in Q1 2015 and held it in 11 quarters.
Simplex Trading's Duke Energy position peaked at $4.51M in Q3 2020.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.