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Te Ahumairangi Investment Management’s Duke Energy DUK Stock Holding History

Te Ahumairangi Investment 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 		$4.09M Buy
31,209
+2,550
+9% +$319K 0.68% 56
2025
Q4 		$3.36M Buy
28,659
+6,510
+29% +$795K 0.6% 60
2025
Q3 		$2.74M Buy
22,149
+2,240
+11% +$272K 0.47% 70
2025
Q2 		$2.35M Buy
19,909
+960
+5% +$113K 0.42% 73
2025
Q1 		$2.31M Sell
18,949
-1,500
-7% -$171K 0.49% 67
2024
Q4 		$2.2M Sell
20,449
-2,900
-12% -$329K 0.46% 68
2024
Q3 		$2.68M Buy
23,349
+1,250
+6% +$139K 0.47% 65
2024
Q2 		$2.21M Sell
22,099
-1,250
-5% -$125K 0.43% 68
2024
Q1 		$2.26M Buy
23,349
+1,710
+8% +$162K 0.39% 72
2023
Q4 		$2.1M Sell
21,639
-6,280
-22% -$571K 0.4% 74
2023
Q3 		$2.46M Sell
27,919
-1,370
-5% -$126K 0.4% 72
2023
Q2 		$2.63M Buy
29,289
+1,540
+6% +$145K 0.36% 79
2023
Q1 		$2.68M Buy
27,749
+4,260
+18% +$421K 0.38% 78
2022
Q4 		$2.42M Buy
23,489
+2,130
+10% +$204K 0.38% 79
2022
Q3 		$1.99M Buy
21,359
+1,815
+9% +$195K 0.34% 78
2022
Q2 		$2.1M Sell
19,544
-7,190
-27% -$791K 0.32% 79
2022
Q1 		$2.98M Buy
26,734
+3,190
+14% +$331K 0.41% 75
2021
Q4 		$2.47M Hold
23,544
– – 0.32% 80
2021
Q3 		$2.3M Sell
23,544
-10,160
-30% -$1.05M 0.32% 86
2021
Q2 		$3.33M Sell
33,704
-9,100
-21% -$914K 0.43% 77
2021
Q1 		$4.13M Sell
42,804
-10,400
-20% -$949K 0.53% 74
2020
Q4 		$4.87M Sell
53,204
-6,740
-11% -$623K 0.68% 58
2020
Q3 		$5.31M Buy
+59,944
New +$4.94M 0.9% 44

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

Te Ahumairangi Investment Management's DUK Position: Q1 2026 in Review

Te Ahumairangi Investment Management increased its Duke Energy (DUK) stake by 8.9% in Q1 2026, buying an estimated $319K and bringing the position to 31,209 shares worth $4.09M. The position accounts for 0.68% of the portfolio, ranked #56.

Te Ahumairangi Investment Management first reported a position in DUK in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.31M in Q3 2020. 2,476 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Te Ahumairangi Investment Management held 31,209 shares of Duke Energy worth $4.09M as of Q1 2026.
  • Te Ahumairangi Investment Management bought 2,550 Duke Energy shares in Q1 2026, an estimated $319K.
  • Duke Energy made up 0.68% of Te Ahumairangi Investment Management's portfolio in Q1 2026, its #56 holding.
  • Te Ahumairangi Investment Management first reported a position in Duke Energy in Q3 2020 and has held it in 23 quarters since.
  • Te Ahumairangi Investment Management's Duke Energy position peaked at $5.31M in Q3 2020.
  • 2,476 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Te Ahumairangi Investment Management's 13F filing for Q1 2026, filed 15 May 2026.