Tower Bridge Advisors’s Duke Energy DUK Stock Holding History

Tower Bridge 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	$11.5M	Buy	88,104 +10,055	+13%	+$1.26M	1.11%	23
2025 Q4	$9.15M	Buy	78,049 +54,597	+233%	+$6.67M	0.92%	31
2025 Q3	$2.9M	Buy	23,452 +7,749	+49%	+$940K	0.29%	77
2025 Q2	$1.85M	Buy	15,703 +3,175	+25%	+$375K	0.2%	89
2025 Q1	$1.53M	Buy	12,528 +400	+3%	+$45.6K	0.17%	95
2024 Q4	$1.31M	Buy	12,128 +3,425	+39%	+$388K	0.14%	103
2024 Q3	$1M	Buy	8,703 +750	+9%	+$83.5K	0.1%	114
2024 Q2	$797K	Sell	7,953 -5,334	-40%	-$534K	0.09%	121
2024 Q1	$1.28M	Sell	13,287 -3,043	-19%	-$289K	0.13%	115
2023 Q4	$1.58M	Sell	16,330 -150	-0.9%	-$13.6K	0.14%	114
2023 Q3	$1.45M	Buy	16,480 +318	+2%	+$29.2K	0.13%	113
2023 Q2	$1.45M	Sell	16,162 -1,982	-11%	-$187K	0.13%	109
2023 Q1	$1.75M	Sell	18,144 -270	-1%	-$26.7K	0.14%	120
2022 Q4	$1.9M	Hold	18,414	–	–	0.16%	115
2022 Q3	$1.71M	Sell	18,414 -594	-3%	-$63.8K	0.15%	114
2022 Q2	$2.04M	Sell	19,008 -950	-5%	-$104K	0.17%	109
2022 Q1	$2.23M	Buy	19,958 +1,594	+9%	+$166K	0.15%	114
2021 Q4	$1.93M	Sell	18,364 -1,566	-8%	-$159K	0.12%	128
2021 Q3	$1.94M	Buy	19,930 +5,754	+41%	+$596K	0.13%	124
2021 Q2	$1.4M	Sell	14,176 -756	-5%	-$75.9K	0.09%	137
2021 Q1	$1.44M	Buy	14,932 +1,175	+9%	+$107K	0.11%	128
2020 Q4	$1.26M	Buy	13,757 +9,009	+190%	+$833K	0.1%	128
2020 Q3	$420K	Buy	4,748 +400	+9%	+$33K	0.04%	142
2020 Q2	$347K	Sell	4,348 -400	-8%	-$33.8K	0.04%	148
2020 Q1	$384K	Buy	4,748 +176	+4%	+$16.2K	0.05%	141
2019 Q4	$417K	Buy	4,572 +750	+20%	+$68.8K	0.04%	149
2019 Q3	$344K	Sell	3,822 -150	-4%	-$13.7K	0.04%	161
2019 Q2	$350K	Sell	3,972 -100	-2%	-$8.84K	0.04%	165
2019 Q1	$366K	Hold	4,072	–	–	0.04%	153
2018 Q4	$351K	Hold	4,072	–	–	0.05%	154
2018 Q3	$326K	Sell	4,072 -433	-10%	-$35K	0.03%	164
2018 Q2	$356K	Hold	4,505	–	–	0.04%	159
2018 Q1	$349K	Sell	4,505 -1,269	-22%	-$98.1K	0.04%	158
2017 Q4	$486K	Buy	5,774 +350	+6%	+$30.6K	0.05%	149
2017 Q3	$455K	Hold	5,424	–	–	0.05%	147
2017 Q2	$453K	Sell	5,424 -83	-2%	-$6.98K	0.05%	155
2017 Q1	$452K	Hold	5,507	–	–	0.05%	151
2016 Q4	$427K	Hold	5,507	–	–	0.05%	155
2016 Q3	$441K	Hold	5,507	–	–	0.05%	153
2016 Q2	$472K	Hold	5,507	–	–	0.06%	149
2016 Q1	$444K	Sell	5,507 -98	-2%	-$7.42K	0.06%	153
2015 Q4	$400K	Hold	5,605	–	–	0.05%	152
2015 Q3	$403K	Hold	5,605	–	–	0.06%	150
2015 Q2	$396K	Sell	5,605 -1,666	-23%	-$126K	0.05%	148
2015 Q1	$558K	Hold	7,271	–	–	0.07%	137
2014 Q4	$607K	Sell	7,271 -133	-2%	-$10.7K	0.07%	130
2014 Q3	$554K	Hold	7,404	–	–	0.07%	132
2014 Q2	$549K	Hold	7,404	–	–	0.07%	133
2014 Q1	$527K	Sell	7,404 -2,062	-22%	-$144K	0.07%	130
2013 Q4	$653K	Sell	9,466 -366	-4%	-$25.6K	0.09%	122
2013 Q3	$657K	Buy	9,832 +118	+1%	+$8.05K	0.09%	118
2013 Q2	$656K	Buy	+9,714	New	+$687K	0.1%	123

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

Tower Bridge Advisors's DUK Position: Q1 2026 in Review

Tower Bridge Advisors increased its Duke Energy (DUK) stake by 13% in Q1 2026, buying an estimated $1.26M and bringing the position to 88,104 shares worth $11.5M. The position accounts for 1.11% of the portfolio, ranked #23.

Tower Bridge Advisors first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Tower Bridge Advisors held 88,104 shares of Duke Energy worth $11.5M as of Q1 2026.
Tower Bridge Advisors bought 10,055 Duke Energy shares in Q1 2026, an estimated $1.26M.
Duke Energy made up 1.11% of Tower Bridge Advisors's portfolio in Q1 2026, its #23 holding.
Tower Bridge Advisors first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Tower Bridge Advisors's 13F filing for Q1 2026, filed 12 May 2026.