TH
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TCTC Holdings’s Duke Energy DUK Stock Holding History

TCTC Holdings’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 		$200K Sell
1,528
-400
-21% -$50K 0.01% 215
2025
Q4 		$226K Hold
1,928
– – 0.01% 211
2025
Q3 		$239K Sell
1,928
-328
-15% -$39.8K 0.01% 195
2025
Q2 		$266K Hold
2,256
– – 0.01% 188
2025
Q1 		$275K Buy
2,256
+427
+23% +$48.7K 0.01% 187
2024
Q4 		$197K Buy
1,829
+456
+33% +$51.7K 0.01% 205
2024
Q3 		$158K Hold
1,373
– – 0.01% 218
2024
Q2 		$138K Hold
1,373
– – ﹤0.01% 236
2024
Q1 		$133K Hold
1,373
– – ﹤0.01% 225
2023
Q4 		$133K Sell
1,373
-100
-7% -$9.1K ﹤0.01% 219
2023
Q3 		$130K Hold
1,473
– – 0.01% 206
2023
Q2 		$132K Hold
1,473
– – 0.01% 212
2023
Q1 		$142K Hold
1,473
– – 0.01% 212
2022
Q4 		$152K Hold
1,473
– – 0.01% 195
2022
Q3 		$137K Hold
1,473
– – 0.01% 199
2022
Q2 		$158K Hold
1,473
– – 0.01% 195
2022
Q1 		$164K Hold
1,473
– – 0.01% 199
2021
Q4 		$155K Hold
1,473
– – 0.01% 219
2021
Q3 		$144K Sell
1,473
-728
-33% -$75.4K 0.01% 210
2021
Q2 		$218K Sell
2,201
-33
-1% -$3.31K 0.01% 176
2021
Q1 		$215K Buy
2,234
+628
+39% +$57.3K 0.01% 170
2020
Q4 		$147K Hold
1,606
– – 0.01% 187
2020
Q3 		$142K Hold
1,606
– – 0.01% 180
2020
Q2 		$128K Buy
+1,606
New +$136K 0.01% 181

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

TCTC Holdings's DUK Position: Q1 2026 in Review

TCTC Holdings reduced its Duke Energy (DUK) stake by 21% in Q1 2026, selling an estimated $50K and leaving 1,528 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #215.

TCTC Holdings first reported a position in DUK in Q2 2020 and has held it in 24 quarters since. The position peaked at $275K in Q1 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • TCTC Holdings held 1,528 shares of Duke Energy worth $200K as of Q1 2026.
  • TCTC Holdings sold 400 Duke Energy shares in Q1 2026, an estimated $50K.
  • Duke Energy made up 0.01% of TCTC Holdings's portfolio in Q1 2026, its #215 holding.
  • TCTC Holdings first reported a position in Duke Energy in Q2 2020 and has held it in 24 quarters since.
  • TCTC Holdings's Duke Energy position peaked at $275K in Q1 2025.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on TCTC Holdings's 13F filing for Q1 2026, filed 7 May 2026.