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TD Private Client Wealth’s Duke Energy DUK Stock Holding History

TD Private Client Wealth’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 		$6.71M Sell
51,235
-354
-0.7% -$44.3K 0.14% 102
2025
Q4 		$6.05M Sell
51,589
-3,738
-7% -$456K 0.13% 105
2025
Q3 		$6.85M Buy
55,327
+3,867
+8% +$469K 0.15% 92
2025
Q2 		$6.07M Sell
51,460
-169
-0.3% -$19.9K 0.15% 99
2025
Q1 		$6.3M Buy
51,629
+1,808
+4% +$206K 0.17% 93
2024
Q4 		$5.37M Buy
49,821
+4,275
+9% +$484K 0.15% 100
2024
Q3 		$5.25M Sell
45,546
-13,712
-23% -$1.53M 0.15% 102
2024
Q2 		$5.94M Buy
59,258
+603
+1% +$60.3K 0.19% 82
2024
Q1 		$5.67M Sell
58,655
-7,295
-11% -$692K 0.19% 86
2023
Q4 		$6.4M Sell
65,950
-7,169
-10% -$652K 0.23% 74
2023
Q3 		$6.45M Sell
73,119
-1,164
-2% -$107K 0.28% 67
2023
Q2 		$6.67M Buy
74,283
+5,087
+7% +$480K 0.29% 66
2023
Q1 		$6.68M Sell
69,196
-6,793
-9% -$671K 0.3% 69
2022
Q4 		$7.83M Buy
75,989
+9,113
+14% +$875K 0.37% 50
2022
Q3 		$6.22M Buy
66,876
+3,993
+6% +$429K 0.32% 62
2022
Q2 		$6.74M Buy
62,883
+1,360
+2% +$150K 0.33% 64
2022
Q1 		$6.87M Buy
61,523
+3,128
+5% +$325K 0.29% 75
2021
Q4 		$6.13M Sell
58,395
-4,554
-7% -$462K 0.25% 87
2021
Q3 		$6.14M Buy
62,949
+1,044
+2% +$108K 0.26% 85
2021
Q2 		$6.11M Sell
61,905
-1,800
-3% -$181K 0.26% 85
2021
Q1 		$6.15M Sell
63,705
-1,928
-3% -$176K 0.29% 79
2020
Q4 		$6.01M Sell
65,633
-18,296
-22% -$1.69M 0.3% 76
2020
Q3 		$7.43M Sell
83,929
-6,400
-7% -$528K 0.42% 56
2020
Q2 		$7.22M Sell
90,329
-11,927
-12% -$1.01M 0.42% 57
2020
Q1 		$8.27M Sell
102,256
-17,918
-15% -$1.65M 0.59% 35
2019
Q4 		$11M Buy
+120,174
New +$11M 0.66% 32

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

TD Private Client Wealth's DUK Position: Q1 2026 in Review

TD Private Client Wealth reduced its Duke Energy (DUK) stake by 0.69% in Q1 2026, selling an estimated $44.3K and leaving 51,235 shares worth $6.71M. The position accounts for 0.14% of the portfolio, ranked #102.

TD Private Client Wealth first reported a position in DUK in Q4 2019 and has held it in 26 quarters since. The position peaked at $11M in Q4 2019. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • TD Private Client Wealth held 51,235 shares of Duke Energy worth $6.71M as of Q1 2026.
  • TD Private Client Wealth sold 354 Duke Energy shares in Q1 2026, an estimated $44.3K.
  • Duke Energy made up 0.14% of TD Private Client Wealth's portfolio in Q1 2026, its #102 holding.
  • TD Private Client Wealth first reported a position in Duke Energy in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's Duke Energy position peaked at $11M in Q4 2019.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.