TRCT
DUK icon

Tower Research Capital (TRC)’s Duke Energy DUK Stock Holding History

Tower Research Capital (TRC)’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 		$3.73M Buy
28,499
+10,644
+60% +$1.33M 0.1% 207
2025
Q4 		$2.09M Buy
17,855
+6,616
+59% +$808K 0.05% 321
2025
Q3 		$1.39M Buy
11,239
+3,095
+38% +$376K 0.04% 404
2025
Q2 		$961K Sell
8,144
-45,418
-85% -$5.36M 0.03% 568
2025
Q1 		$6.53M Buy
53,562
+355
+0.7% +$40.5K 0.19% 73
2024
Q4 		$5.73M Sell
53,207
-2,797
-5% -$317K 0.11% 142
2024
Q3 		$6.46M Sell
56,004
-81,717
-59% -$9.1M 0.17% 81
2024
Q2 		$13.8M Buy
137,721
+117,193
+571% +$11.7M 0.23% 60
2024
Q1 		$1.99M Sell
20,528
-64,990
-76% -$6.17M 0.05% 285
2023
Q4 		$8.3M Buy
85,518
+22,544
+36% +$2.05M 0.1% 156
2023
Q3 		$5.56M Buy
62,974
+48,119
+324% +$4.41M 0.17% 96
2023
Q2 		$1.33M Sell
14,855
-30,491
-67% -$2.88M 0.04% 367
2023
Q1 		$4.37M Buy
45,346
+27,738
+158% +$2.74M 0.14% 91
2022
Q4 		$1.81M Sell
17,608
-105,873
-86% -$10.2M 0.08% 189
2022
Q3 		$11.5M Buy
123,481
+67,891
+122% +$7.29M 0.19% 93
2022
Q2 		$5.96M Sell
55,590
-56,671
-50% -$6.23M 0.13% 123
2022
Q1 		$12.5M Buy
112,261
+67,065
+148% +$6.97M 0.12% 145
2021
Q4 		$4.74M Buy
45,196
+22,770
+102% +$2.31M 0.08% 200
2021
Q3 		$2.19M Buy
22,426
+2,643
+13% +$274K 0.06% 244
2021
Q2 		$1.95M Sell
19,783
-77,986
-80% -$7.83M 0.05% 314
2021
Q1 		$9.44M Buy
97,769
+69,799
+250% +$6.37M 0.16% 112
2020
Q4 		$2.56M Buy
27,970
+6,208
+29% +$574K 0.08% 173
2020
Q3 		$1.93M Buy
21,762
+8,628
+66% +$711K 0.02% 418
2020
Q2 		$1.05M Buy
13,134
+12,578
+2,262% +$1.06M 0.04% 501
2020
Q1 		$45K Buy
+556
New +$51.1K ﹤0.01% 1337
2019
Q4 		– Sell
-12,097
Closed -$1.16M – 3719
2019
Q3 		$1.16M Sell
12,097
-6,927
-36% -$630K 0.08% 240
2019
Q2 		$1.68M Buy
19,024
+7,087
+59% +$626K 0.11% 134
2019
Q1 		$1.07M Buy
11,937
+10,134
+562% +$894K 0.07% 258
2018
Q4 		$156K Sell
1,803
-926
-34% -$78.8K 0.01% 775
2018
Q3 		$219K Sell
2,729
-36,333
-93% -$2.94M 0.02% 931
2018
Q2 		$3.09M Buy
39,062
+38,562
+7,712% +$2.97M 0.17% 112
2018
Q1 		$39K Sell
500
-2,607
-84% -$202K ﹤0.01% 1807
2017
Q4 		$262K Sell
3,107
-702
-18% -$61.3K 0.03% 475
2017
Q3 		$320K Buy
3,809
+2,666
+233% +$228K 0.03% 455
2017
Q2 		$96K Buy
1,143
+579
+103% +$48.7K 0.01% 510
2017
Q1 		$46K Sell
564
-12,429
-96% -$988K ﹤0.01% 773
2016
Q4 		$1.01M Buy
12,993
+11,136
+600% +$853K 0.11% 200
2016
Q3 		$149K Buy
+1,857
New +$154K 0.01% 621
2016
Q1 		– Sell
-529
Closed -$38K – 4274
2015
Q4 		$38K Buy
529
+408
+337% +$28.7K 0.01% 726
2015
Q3 		$9K Sell
121
-1,764
-94% -$128K ﹤0.01% 2380
2015
Q2 		$133K Buy
1,885
+1,785
+1,785% +$135K 0.01% 600
2015
Q1 		$8K Buy
+100
New +$8.12K ﹤0.01% 2945
2014
Q2 		– Sell
-7,090
Closed -$510K – 4140
2014
Q1 		$505K Buy
7,090
+4,574
+182% +$319K 0.06% 207
2013
Q4 		$174K Sell
2,516
-7,426
-75% -$520K 0.03% 581
2013
Q3 		$664K Buy
9,942
+7,345
+283% +$501K 0.07% 250
2013
Q2 		$175K Buy
+2,597
New +$184K 0.01% 289

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

Tower Research Capital (TRC)'s DUK Position: Q1 2026 in Review

Tower Research Capital (TRC) increased its Duke Energy (DUK) stake by 60% in Q1 2026, buying an estimated $1.33M and bringing the position to 28,499 shares worth $3.73M. The position accounts for 0.1% of the portfolio, ranked #207.

Tower Research Capital (TRC) first reported a position in DUK in Q2 2013 and has held it in 46 quarters since. The position peaked at $13.8M in Q2 2024. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Tower Research Capital (TRC) held 28,499 shares of Duke Energy worth $3.73M as of Q1 2026.
  • Tower Research Capital (TRC) bought 10,644 Duke Energy shares in Q1 2026, an estimated $1.33M.
  • Duke Energy made up 0.1% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #207 holding.
  • Tower Research Capital (TRC) first reported a position in Duke Energy in Q2 2013 and has held it in 46 quarters since.
  • Tower Research Capital (TRC)'s Duke Energy position peaked at $13.8M in Q2 2024.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.