Simplex Trading
DUK icon

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 		$8.59M Sell
65,600
-136,900
-68% -$17.1M 0.01% 767
2025
Q4 		$23.7M Buy
202,500
+4,800
+2% +$586K 0.01% 498
2025
Q3 		$24.5M Buy
197,700
+22,600
+13% +$2.74M 0.01% 561
2025
Q2 		$20.7M Sell
175,100
-148,400
-46% -$17.5M 0.01% 553
2025
Q1 		$39.5M Buy
323,500
+151,100
+88% +$17.2M 0.03% 327
2024
Q4 		$18.6M Sell
172,400
-35,200
-17% -$3.99M 0.01% 677
2024
Q3 		$23.9M Buy
207,600
+2,300
+1% +$256K 0.01% 572
2024
Q2 		$20.6M Sell
205,300
-167,700
-45% -$16.8M 0.01% 599
2024
Q1 		$36.1M Buy
373,000
+109,900
+42% +$10.4M 0.02% 437
2023
Q4 		$25.5M Buy
263,100
+78,000
+42% +$7.09M 0.02% 610
2023
Q3 		$16.3M Buy
185,100
+50,700
+38% +$4.65M 0.01% 684
2023
Q2 		$12.1M Sell
134,400
-161,100
-55% -$15.2M 0.01% 796
2023
Q1 		$28.5M Sell
295,500
-400
-0.1% -$39.5K 0.03% 440
2022
Q4 		$30.5M Buy
295,900
+120,500
+69% +$11.6M 0.03% 406
2022
Q3 		$16.3M Sell
175,400
-6,100
-3% -$655K 0.02% 584
2022
Q2 		$19.5M Buy
181,500
+52,800
+41% +$5.81M 0.02% 509
2022
Q1 		$14.4M Buy
128,700
+36,100
+39% +$3.75M 0.01% 658
2021
Q4 		$9.71M Buy
92,600
+11,200
+14% +$1.14M 0.01% 798
2021
Q3 		$8.1M Buy
81,400
+1,300
+2% +$135K 0.01% 849
2021
Q2 		$7.91M Buy
80,100
+79,316
+10,117% +$7.97M 0.01% 846
2021
Q1 		$7.57M Sell
784
-478
-38% -$43.6K 0.01% 574
2020
Q4 		$11.6M Sell
1,262
-70
-5% -$6.47K 0.02% 527
2020
Q3 		$11.8M Sell
1,332
-25
-2% -$2.06K 0.02% 460
2020
Q2 		$10.8M Sell
1,357
-501
-27% -$42.3K 0.02% 494
2020
Q1 		$15M Buy
1,858
+407
+28% +$37.4K 0.03% 294
2019
Q4 		$13.2M Buy
1,451
+451
+45% +$41.3K 0.03% 381
2019
Q3 		$9.59M Sell
1,000
-123
-11% -$11.2K 0.03% 430
2019
Q2 		$9.91M Buy
1,123
+326
+41% +$28.8K 0.03% 410
2019
Q1 		$7.17M Sell
797
-365
-31% -$32.2K 0.02% 510
2018
Q4 		$10M Sell
1,162
-18
-2% -$1.53K 0.03% 342
2018
Q3 		$9.44M Buy
1,180
+875
+287% +$70.8K 0.03% 388
2018
Q2 		$2.41M Sell
305
-611
-67% -$47K 0.01% 1010
2018
Q1 		$30K Buy
916
+471
+106% +$36.4K ﹤0.01% 2937
2017
Q4 		$86K Sell
445
-394
-47% -$34.4K ﹤0.01% 1920
2017
Q3 		$108K Sell
839
-508
-38% -$43.5K ﹤0.01% 1642
2017
Q2 		$171K Buy
1,347
+148
+12% +$12.4K 0.01% 1299
2017
Q1 		$197K Sell
1,199
-443
-27% -$35.2K 0.01% 1216
2016
Q4 		$149K Buy
1,642
+228
+16% +$17.5K 0.01% 1243
2016
Q3 		$179K Buy
1,414
+608
+75% +$50.4K 0.01% 1107
2016
Q2 		$439K Sell
806
-75
-9% -$5.99K 0.03% 581
2016
Q1 		$283K Buy
881
+582
+195% +$44K 0.02% 691
2015
Q4 		$62K Buy
299
+251
+523% +$17.6K ﹤0.01% 1749
2015
Q3 		$7K Sell
48
-3
-6% -$217 ﹤0.01% 3721
2015
Q2 		$3K Buy
51
+28
+122% +$2.12K ﹤0.01% 4021
2015
Q1 		$7K Buy
23
+18
+360% +$1.46K ﹤0.01% 3208
2014
Q4 		$4K Buy
+5
New +$403 ﹤0.01% 3227

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

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. 2,465 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.
  • 2,465 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.