TD Capital Management’s Duke Energy DUK Stock Holding History

TD 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	$15.8K	Sell	121 -61	-34%	-$7.63K	﹤0.01%	406
2025 Q4	$21.3K	Buy	182 +61	+50%	+$7.45K	﹤0.01%	344
2025 Q3	$15K	Hold	121	–	–	﹤0.01%	371
2025 Q2	$14.3K	Buy	+121	New	+$14.3K	﹤0.01%	366
2023 Q4	–	Sell	-408	Closed	-$36K	–	419
2023 Q3	$36K	Buy	408 +4	+1%	+$367	﹤0.01%	201
2023 Q2	$36.3K	Buy	404 +4	+1%	+$378	﹤0.01%	203
2023 Q1	$38.6K	Buy	400 +4	+1%	+$395	﹤0.01%	191
2022 Q4	$40.7K	Buy	396 +4	+1%	+$384	0.01%	178
2022 Q3	$36K	Buy	+392	New	+$42.1K	0.01%	176
2022 Q1	–	Sell	-442	Closed	-$46K	–	170
2021 Q4	$46K	Buy	442 +381	+625%	+$38.6K	0.01%	167
2021 Q3	$6K	Hold	61	–	–	﹤0.01%	278
2021 Q2	$6K	Hold	61	–	–	﹤0.01%	273
2021 Q1	$6K	Buy	+61	New	+$5.57K	﹤0.01%	248
2020 Q1	–	Sell	-93	Closed	-$8K	–	254
2019 Q4	$8K	Sell	93 -441	-83%	-$40.4K	﹤0.01%	184
2019 Q3	$51K	Hold	534	–	–	0.01%	99
2019 Q2	$47K	Buy	+534	New	+$47.2K	0.01%	97
2017 Q4	–	Sell	-245	Closed	-$21K	–	199
2017 Q3	$21K	Hold	245	–	–	0.01%	103
2017 Q2	$20K	Hold	245	–	–	0.01%	95
2017 Q1	$20K	Hold	245	–	–	0.01%	93
2016 Q4	$19K	Hold	245	–	–	0.01%	96
2016 Q3	$20K	Hold	245	–	–	0.01%	88
2016 Q2	$21K	Buy	+245	New	+$19.6K	0.01%	87

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

TD Capital Management's DUK Position: Q1 2026 in Review

TD Capital Management reduced its Duke Energy (DUK) stake by 34% in Q1 2026, selling an estimated $7.63K and leaving 121 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

TD Capital Management first reported a position in DUK in Q2 2016 and has held it in 22 quarters since. The position peaked at $51K in Q3 2019. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

TD Capital Management held 121 shares of Duke Energy worth $15.8K as of Q1 2026.
TD Capital Management sold 61 Duke Energy shares in Q1 2026, an estimated $7.63K.
Duke Energy made up ﹤0.01% of TD Capital Management's portfolio in Q1 2026, its #406 holding.
TD Capital Management first reported a position in Duke Energy in Q2 2016 and has held it in 22 quarters since.
TD Capital Management's Duke Energy position peaked at $51K in Q3 2019.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.