StoneX Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.47M | Sell |
18,896
-5,593
| -23% | -$699K | 0.13% | 127 |
|
|
2025
Q4 | $2.87M | Buy |
24,489
+8,084
| +49% | +$987K | 0.12% | 135 |
|
|
2025
Q3 | $2.03M | Buy |
16,405
+72
| +0.4% | +$8.74K | 0.09% | 190 |
|
|
2025
Q2 | $1.93M | Sell |
16,333
-968
| -6% | -$114K | 0.09% | 181 |
|
|
2025
Q1 | $2.11M | Buy |
17,301
+1,229
| +8% | +$140K | 0.12% | 158 |
|
|
2024
Q4 | $1.73M | Buy |
+16,072
| New | +$1.82M | 0.1% | 187 |
|
|
2023
Q2 | – | Sell |
-9,870
| Closed | -$953K | – | 387 |
|
|
2023
Q1 | $953K | Buy |
9,870
+53
| +0.5% | +$5.24K | 0.57% | 32 |
|
|
2022
Q4 | $1.01M | Buy |
+9,817
| New | +$942K | 0.15% | 112 |
|
|
2022
Q2 | – | Sell |
-7,096
| Closed | -$792K | – | 583 |
|
|
2022
Q1 | $792K | Buy |
7,096
+128
| +2% | +$13.3K | 0.07% | 228 |
|
|
2021
Q4 | $731K | Sell |
6,968
-177
| -2% | -$17.9K | 0.08% | 220 |
|
|
2021
Q3 | $697K | Buy |
7,145
+832
| +13% | +$86.1K | 0.1% | 202 |
|
|
2021
Q2 | $623K | Buy |
6,313
+392
| +7% | +$39.4K | 0.09% | 220 |
|
|
2021
Q1 | $572K | Buy |
5,921
+890
| +18% | +$81.2K | 0.1% | 198 |
|
|
2020
Q4 | $461K | Sell |
5,031
-2,142
| -30% | -$198K | 0.1% | 201 |
|
|
2020
Q3 | $635K | Buy |
7,173
+532
| +8% | +$43.9K | 0.2% | 123 |
|
|
2020
Q2 | $531K | Buy |
6,641
+1,402
| +27% | +$118K | 0.2% | 131 |
|
|
2020
Q1 | $424K | Sell |
5,239
-306
| -6% | -$28.1K | 0.23% | 129 |
|
|
2019
Q4 | $506K | Buy |
5,545
+1,350
| +32% | +$124K | 0.21% | 143 |
|
|
2019
Q3 | $402K | Buy |
4,195
+818
| +24% | +$74.4K | 0.25% | 134 |
|
|
2019
Q2 | $298K | Sell |
3,377
-23
| -0.7% | -$2.03K | 0.19% | 164 |
|
|
2019
Q1 | $306K | Buy |
3,400
+125
| +4% | +$11K | 0.23% | 150 |
|
|
2018
Q4 | $283K | Buy |
3,275
+128
| +4% | +$10.9K | 0.27% | 146 |
|
|
2018
Q3 | $252K | Sell |
3,147
-801
| -20% | -$64.8K | 0.19% | 192 |
|
|
2018
Q2 | $312K | Buy |
3,948
+159
| +4% | +$12.2K | 0.27% | 141 |
|
|
2018
Q1 | $294K | Buy |
3,789
+294
| +8% | +$22.7K | 0.28% | 144 |
|
|
2017
Q4 | $294K | Sell |
3,495
-143
| -4% | -$12.5K | 0.31% | 134 |
|
|
2017
Q3 | $305K | Sell |
3,638
-9,487
| -72% | -$812K | 0.38% | 109 |
|
|
2017
Q2 | $1.1M | Buy |
+13,125
| New | +$1.1M | 0.34% | 105 |
|
Other funds holding DUK
VCM
VPM
StoneX Group's DUK Position: Q1 2026 in Review
StoneX Group reduced its Duke Energy (DUK) stake by 23% in Q1 2026, selling an estimated $699K and leaving 18,896 shares worth $2.47M. The position accounts for 0.13% of the portfolio, ranked #127.
StoneX Group first reported a position in DUK in Q2 2017 and has held it in 28 quarters since. The position peaked at $2.87M in Q4 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- StoneX Group held 18,896 shares of Duke Energy worth $2.47M as of Q1 2026.
- StoneX Group sold 5,593 Duke Energy shares in Q1 2026, an estimated $699K.
- Duke Energy made up 0.13% of StoneX Group's portfolio in Q1 2026, its #127 holding.
- StoneX Group first reported a position in Duke Energy in Q2 2017 and has held it in 28 quarters since.
- StoneX Group's Duke Energy position peaked at $2.87M in Q4 2025.
- 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.