Tiemann Investment Advisors’s Duke Energy DUK Stock Holding History

Tiemann Investment Advisors’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	$500K	Buy	3,820 +80	+2%	+$10K	0.2%	99
2025 Q4	$438K	Sell	3,740 -200	-5%	-$24.4K	0.17%	103
2025 Q3	$488K	Hold	3,940	–	–	0.19%	95
2025 Q2	$465K	Sell	3,940 -383	-9%	-$45.2K	0.19%	93
2025 Q1	$527K	Sell	4,323 -50	-1%	-$5.7K	0.24%	79
2024 Q4	$471K	Hold	4,373	–	–	0.21%	91
2024 Q3	$504K	Sell	4,373 -150	-3%	-$16.7K	0.22%	86
2024 Q2	$453K	Sell	4,523 -20	-0.4%	-$2K	0.2%	96
2024 Q1	$439K	Buy	4,543 +150	+3%	+$14.2K	0.2%	102
2023 Q4	$426K	Sell	4,393 -366	-8%	-$33.3K	0.21%	100
2023 Q3	$420K	Sell	4,759 -25	-0.5%	-$2.29K	0.22%	96
2023 Q2	$429K	Buy	4,784 +240	+5%	+$22.7K	0.22%	102
2023 Q1	$438K	Sell	4,544 -90	-2%	-$8.89K	0.24%	98
2022 Q4	$477K	Sell	4,634 -33	-0.7%	-$3.17K	0.28%	85
2022 Q3	$434K	Hold	4,667	–	–	0.28%	79
2022 Q2	$500K	Sell	4,667 -50	-1%	-$5.5K	0.27%	82
2022 Q1	$527K	Sell	4,717 -20	-0.4%	-$2.08K	0.24%	87
2021 Q4	$497K	Sell	4,737 -70	-1%	-$7.1K	0.21%	105
2021 Q3	$469K	Sell	4,807 -268	-5%	-$27.7K	0.22%	104
2021 Q2	$501K	Sell	5,075 -158	-3%	-$15.9K	0.23%	102
2021 Q1	$505K	Buy	5,233 +160	+3%	+$14.6K	0.25%	97
2020 Q4	$464K	Hold	5,073	–	–	0.25%	99
2020 Q3	$449K	Buy	5,073 +350	+7%	+$28.8K	0.28%	90
2020 Q2	$377K	Sell	4,723 -150	-3%	-$12.7K	0.26%	94
2020 Q1	$394K	Buy	4,873 +172	+4%	+$15.8K	0.34%	75
2019 Q4	$429K	Hold	4,701	–	–	0.29%	91
2019 Q3	$451K	Buy	4,701 +200	+4%	+$18.2K	0.33%	83
2019 Q2	$397K	Hold	4,501	–	–	0.29%	97
2019 Q1	$405K	Hold	4,501	–	–	0.31%	93
2018 Q4	$388K	Hold	4,501	–	–	0.35%	84
2018 Q3	$360K	Sell	4,501 -50	-1%	-$4.04K	0.27%	106
2018 Q2	$360K	Sell	4,551 -216	-5%	-$16.6K	0.29%	101
2018 Q1	$369K	Hold	4,767	–	–	0.3%	100
2017 Q4	$401K	Hold	4,767	–	–	0.32%	89
2017 Q3	$400K	Hold	4,767	–	–	0.34%	87
2017 Q2	$398K	Buy	4,767 +100	+2%	+$8.41K	0.36%	83
2017 Q1	$383K	Sell	4,667 -750	-14%	-$59.6K	0.35%	81
2016 Q4	$420K	Sell	5,417 -825	-13%	-$63.2K	0.41%	75
2016 Q3	$500K	Hold	6,242	–	–	0.46%	71
2016 Q2	$536K	Hold	6,242	–	–	0.5%	64
2016 Q1	$504K	Buy	6,242 +750	+14%	+$56.8K	0.5%	63
2015 Q4	$392K	Sell	5,492 -33	-0.6%	-$2.32K	0.4%	76
2015 Q3	$397K	Sell	5,525 -116	-2%	-$8.4K	0.43%	71
2015 Q2	$398K	Sell	5,641 -200	-3%	-$15.1K	0.41%	77
2015 Q1	$448K	Buy	5,841 +499	+9%	+$40.5K	0.47%	68
2014 Q4	$446K	Buy	5,342 +455	+9%	+$36.7K	0.48%	71
2014 Q3	$365K	Hold	4,887	–	–	0.41%	81
2014 Q2	$363K	Buy	4,887 +92	+2%	+$6.62K	0.4%	88
2014 Q1	$341K	Sell	4,795 -48	-1%	-$3.35K	0.38%	92
2013 Q4	$334K	Buy	+4,843	New	+$339K	0.4%	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

Tiemann Investment Advisors's DUK Position: Q1 2026 in Review

Tiemann Investment Advisors increased its Duke Energy (DUK) stake by 2.1% in Q1 2026, buying an estimated $10K and bringing the position to 3,820 shares worth $500K. The position accounts for 0.2% of the portfolio, ranked #99.

Tiemann Investment Advisors first reported a position in DUK in Q4 2013 and has held it in 50 quarters since. The position peaked at $536K in Q2 2016. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Tiemann Investment Advisors held 3,820 shares of Duke Energy worth $500K as of Q1 2026.
Tiemann Investment Advisors bought 80 Duke Energy shares in Q1 2026, an estimated $10K.
Duke Energy made up 0.2% of Tiemann Investment Advisors's portfolio in Q1 2026, its #99 holding.
Tiemann Investment Advisors first reported a position in Duke Energy in Q4 2013 and has held it in 50 quarters since.
Tiemann Investment Advisors's Duke Energy position peaked at $536K in Q2 2016.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Tiemann Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.