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 		$6.23M Sell
47,600
-44,000
-48% -$5.5M ﹤0.01% 966
2025
Q4 		$10.7M Buy
91,600
+20,000
+28% +$2.44M 0.01% 801
2025
Q3 		$8.86M Sell
71,600
-97,500
-58% -$11.8M ﹤0.01% 1049
2025
Q2 		$20M Buy
169,100
+48,800
+41% +$5.76M 0.01% 566
2025
Q1 		$14.7M Sell
120,300
-12,600
-9% -$1.44M 0.01% 665
2024
Q4 		$14.3M Sell
132,900
-219,700
-62% -$24.9M 0.01% 818
2024
Q3 		$23.6M Buy
352,600
+221,200
+168% +$24.6M 0.01% 576
2024
Q2 		$13.2M Sell
131,400
-700
-0.5% -$70K 0.01% 843
2024
Q1 		$12.8M Sell
132,100
-13,300
-9% -$1.26M 0.01% 975
2023
Q4 		$14.1M Buy
145,400
+62,000
+74% +$5.64M 0.01% 888
2023
Q3 		$7.36M Sell
83,400
-23,800
-22% -$2.18M 0.01% 1093
2023
Q2 		$9.62M Sell
107,200
-122,600
-53% -$11.6M 0.01% 911
2023
Q1 		$22.2M Sell
229,800
-40,600
-15% -$4.01M 0.02% 546
2022
Q4 		$27.8M Buy
270,400
+89,300
+49% +$8.57M 0.03% 442
2022
Q3 		$16.8M Sell
181,100
-46,000
-20% -$4.94M 0.02% 575
2022
Q2 		$24.3M Buy
227,100
+183,800
+424% +$20.2M 0.03% 429
2022
Q1 		$4.83M Sell
43,300
-92,000
-68% -$9.56M ﹤0.01% 1272
2021
Q4 		$14.2M Buy
135,300
+54,700
+68% +$5.55M 0.01% 636
2021
Q3 		$8.02M Sell
80,600
-400
-0.5% -$41.4K 0.01% 854
2021
Q2 		$8M Buy
81,000
+80,473
+15,270% +$8.08M 0.01% 838
2021
Q1 		$5.09M Sell
527
-487
-48% -$44.4K 0.01% 807
2020
Q4 		$9.28M Sell
1,014
-405
-29% -$37.5K 0.01% 620
2020
Q3 		$12.6M Buy
1,419
+970
+216% +$80K 0.02% 443
2020
Q2 		$3.59M Buy
449
+76
+20% +$6.42K 0.01% 1072
2020
Q1 		$3.02M Buy
373
+47
+14% +$4.32K 0.01% 983
2019
Q4 		$2.97M Buy
326
+270
+482% +$24.8K 0.01% 1167
2019
Q3 		$536K Sell
56
-11
-16% -$1K ﹤0.01% 2544
2019
Q2 		$591K Sell
67
-182
-73% -$16.1K ﹤0.01% 2412
2019
Q1 		$2.24M Sell
249
-34
-12% -$3K 0.01% 1277
2018
Q4 		$2.44M Sell
283
-3
-1% -$255 0.01% 959
2018
Q3 		$2.29M Buy
286
+155
+118% +$12.5K 0.01% 1138
2018
Q2 		$1.03M Buy
131
+76
+138% +$5.84K ﹤0.01% 1756
2018
Q1 		$17K Sell
55
-417
-88% -$32.2K ﹤0.01% 3498
2017
Q4 		$54K Sell
472
-183
-28% -$16K ﹤0.01% 2371
2017
Q3 		$147K Buy
655
+190
+41% +$16.3K 0.01% 1415
2017
Q2 		$176K Sell
465
-164
-26% -$13.8K 0.01% 1281
2017
Q1 		$232K Buy
629
+77
+14% +$6.12K 0.01% 1115
2016
Q4 		$317K Buy
552
+33
+6% +$2.53K 0.02% 776
2016
Q3 		$276K Buy
519
+428
+470% +$35.4K 0.02% 822
2016
Q2 		$43K Sell
91
-288
-76% -$23K ﹤0.01% 2192
2016
Q1 		$74K Buy
379
+265
+232% +$20.1K 0.01% 1603
2015
Q4 		$30K Sell
114
-12
-10% -$844 ﹤0.01% 2330
2015
Q3 		$37K Sell
126
-188
-60% -$13.6K ﹤0.01% 2228
2015
Q2 		$124K Buy
314
+160
+104% +$12.1K 0.01% 1083
2015
Q1 		$42K Buy
154
+121
+367% +$9.82K ﹤0.01% 1694
2014
Q4 		$4K Buy
+33
New +$2.66K ﹤0.01% 3228

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.