TCW Group’s Duke Energy DUK Stock Holding History

TCW Group’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	$1.68M	Buy	12,852 +621	+5%	+$77.6K	0.01%	301
2025 Q4	$1.43M	Buy	+12,231	New	+$1.49M	0.01%	314
2025 Q3	–	Sell	-11,676	Closed	-$1.38M	–	280
2025 Q2	$1.38M	Buy	11,676 +245	+2%	+$28.9K	0.01%	280
2025 Q1	$1.39M	Buy	11,431 +614	+6%	+$70K	0.01%	280
2024 Q4	$1.17M	Buy	10,817 +270	+3%	+$30.6K	0.01%	294
2024 Q3	$1.22M	Sell	10,547 -252	-2%	-$28K	0.01%	286
2024 Q2	$1.08M	Buy	10,799 +414	+4%	+$41.4K	0.01%	301
2024 Q1	$1M	Sell	10,385 -1,789	-15%	-$170K	0.01%	296
2023 Q4	$1.18M	Buy	+12,174	New	+$1.11M	0.01%	294
2021 Q4	–	Sell	-10,283	Closed	-$1K	–	326
2021 Q3	$1K	Sell	10,283 -581	-5%	-$60.1K	﹤0.01%	290
2021 Q2	$1.07M	Sell	10,864 -2,616	-19%	-$263K	0.01%	297
2021 Q1	$1.3M	Hold	13,480	–	–	0.01%	279
2020 Q4	$1.23M	Sell	13,480 -800	-6%	-$74K	0.01%	278
2020 Q3	$1.26M	Sell	14,280 -411	-3%	-$33.9K	0.01%	255
2020 Q2	$1.17M	Buy	14,691 +1,337	+10%	+$113K	0.01%	235
2020 Q1	$1.08M	Hold	13,354	–	–	0.01%	235
2019 Q4	$1.22M	Hold	13,354	–	–	0.01%	235
2019 Q3	$1.28M	Hold	13,354	–	–	0.01%	227
2019 Q2	$1.18M	Hold	13,354	–	–	0.01%	234
2019 Q1	$1.2M	Buy	+13,354	New	+$1.18M	0.01%	229
2018 Q2	–	Sell	-17,360	Closed	-$1.34M	–	344
2018 Q1	$1.34M	Sell	17,360 -4,500	-21%	-$348K	0.01%	251
2017 Q4	$1.84M	Buy	21,860 +1,200	+6%	+$105K	0.01%	229
2017 Q3	$1.73M	Hold	20,660	–	–	0.01%	244
2017 Q2	$1.73M	Sell	20,660 -1,318	-6%	-$111K	0.01%	249
2017 Q1	$1.8M	Sell	21,978 -40,800	-65%	-$3.24M	0.02%	243
2016 Q4	$4.87M	Sell	62,778 -694	-1%	-$53.2K	0.04%	201
2016 Q3	$5.08M	Buy	63,472 +400	+0.6%	+$33.1K	0.04%	191
2016 Q2	$5.41M	Buy	63,072 +1,615	+3%	+$129K	0.04%	184
2016 Q1	$4.96M	Buy	61,457 +13,807	+29%	+$1.04M	0.04%	187
2015 Q4	$3.4M	Buy	47,650 +550	+1%	+$38.7K	0.02%	249
2015 Q3	$3.39M	Buy	47,100 +100	+0.2%	+$7.24K	0.02%	242
2015 Q2	$3.32M	Sell	47,000 -152,400	-76%	-$11.5M	0.02%	303
2015 Q1	$15.3M	Buy	199,400 +1,450	+0.7%	+$118K	0.07%	188
2014 Q4	$16.5M	Sell	197,950 -148,550	-43%	-$12M	0.07%	192
2014 Q3	$25.9M	Sell	346,500 -7,800	-2%	-$569K	0.1%	172
2014 Q2	$26.3M	Buy	354,300 +3,350	+1%	+$241K	0.11%	174
2014 Q1	$25M	Buy	350,950 +1,900	+0.5%	+$132K	0.1%	166
2013 Q4	$24.1M	Buy	349,050 +450	+0.1%	+$31.5K	0.1%	167
2013 Q3	$23.3M	Buy	348,600 +2,550	+0.7%	+$174K	0.11%	162
2013 Q2	$23.4M	Buy	+346,050	New	+$24.5M	0.12%	158

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCW Group's DUK Position: Q1 2026 in Review

TCW Group increased its Duke Energy (DUK) stake by 5.1% in Q1 2026, buying an estimated $77.6K and bringing the position to 12,852 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #301.

TCW Group first reported a position in DUK in Q2 2013 and has held it in 40 quarters since. The position peaked at $26.3M in Q2 2014. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

TCW Group held 12,852 shares of Duke Energy worth $1.68M as of Q1 2026.
TCW Group bought 621 Duke Energy shares in Q1 2026, an estimated $77.6K.
Duke Energy made up 0.01% of TCW Group's portfolio in Q1 2026, its #301 holding.
TCW Group first reported a position in Duke Energy in Q2 2013 and has held it in 40 quarters since.
TCW Group's Duke Energy position peaked at $26.3M in Q2 2014.
2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on TCW Group's 13F filing for Q1 2026, filed 14 May 2026.