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Taylor Hoffman Capital Management’s Duke Energy DUK Stock Holding History

Taylor Hoffman Capital 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 		$1.34M Sell
10,259
-116
-1% -$14.5K 0.41% 53
2025
Q4 		$1.22M Buy
10,375
+72
+0.7% +$8.79K 0.37% 53
2025
Q3 		$1.27M Sell
10,303
-215
-2% -$26.1K 0.4% 52
2025
Q2 		$1.24M Sell
10,518
-173
-2% -$20.4K 0.42% 51
2025
Q1 		$1.29M Hold
10,691
– – 0.48% 49
2024
Q4 		$1.15M Sell
10,691
-883
-8% -$100K 0.42% 52
2024
Q3 		$1.33M Buy
+11,574
New +$1.29M 0.51% 46

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

Taylor Hoffman Capital Management's DUK Position: Q1 2026 in Review

Taylor Hoffman Capital Management reduced its Duke Energy (DUK) stake by 1.1% in Q1 2026, selling an estimated $14.5K and leaving 10,259 shares worth $1.34M. The position accounts for 0.41% of the portfolio, ranked #53.

Taylor Hoffman Capital Management first reported a position in DUK in Q3 2024 and has held it in 7 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Taylor Hoffman Capital Management held 10,259 shares of Duke Energy worth $1.34M as of Q1 2026.
  • Taylor Hoffman Capital Management sold 116 Duke Energy shares in Q1 2026, an estimated $14.5K.
  • Duke Energy made up 0.41% of Taylor Hoffman Capital Management's portfolio in Q1 2026, its #53 holding.
  • Taylor Hoffman Capital Management first reported a position in Duke Energy in Q3 2024 and has held it in 7 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Taylor Hoffman Capital Management's 13F filing for Q1 2026, filed 13 May 2026.