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tru Independence’s Duke Energy DUK Stock Holding History

tru Independence’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 		$252K Sell
1,928
-12
-0.6% -$1.5K 0.12% 84
2025
Q4 		$227K Sell
1,940
-267
-12% -$32.6K 0.06% 123
2025
Q3 		$273K Buy
2,207
+184
+9% +$22.3K 0.07% 112
2025
Q2 		$239K Buy
2,023
+71
+4% +$8.38K 0.07% 114
2025
Q1 		$238K Buy
1,952
+20
+1% +$2.28K 0.07% 106
2024
Q4 		$208K Buy
1,932
+17
+0.9% +$1.93K 0.07% 110
2024
Q3 		$221K Buy
+1,915
New +$213K 0.06% 106
2023
Q3 		– Sell
-2,370
Closed -$213K – 119
2023
Q2 		$213K Buy
2,370
+24
+1% +$2.27K 0.07% 116
2023
Q1 		$226K Buy
2,346
+98
+4% +$9.68K 0.07% 112
2022
Q4 		$232K Sell
2,248
-191
-8% -$18.3K 0.08% 103
2022
Q3 		$227K Sell
2,439
-45
-2% -$4.83K 0.08% 108
2022
Q2 		$266K Sell
2,484
-180
-7% -$19.8K 0.09% 110
2022
Q1 		$298K Buy
2,664
+77
+3% +$8K 0.08% 124
2021
Q4 		$271K Sell
2,587
-210
-8% -$21.3K 0.07% 125
2021
Q3 		$273K Buy
+2,797
New +$290K 0.08% 124
2021
Q2 		– Sell
-3,156
Closed -$305K – 298
2021
Q1 		$305K Sell
3,156
-1,518
-32% -$139K 0.06% 209
2020
Q4 		$428 Buy
4,674
+2,717
+139% +$251K ﹤0.01% 388
2020
Q3 		$173K Sell
1,957
-1,966
-50% -$162K 0.05% 165
2020
Q2 		$314 Buy
3,923
+543
+16% +$45.9K 0.05% 207
2020
Q1 		$274 Buy
3,380
+3,314
+5,021% +$304K 0.04% 183
2019
Q4 		$6K Buy
+66
New +$6.05K ﹤0.01% 637

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

tru Independence's DUK Position: Q1 2026 in Review

tru Independence reduced its Duke Energy (DUK) stake by 0.62% in Q1 2026, selling an estimated $1.5K and leaving 1,928 shares worth $252K. The position accounts for 0.12% of the portfolio, ranked #84.

tru Independence first reported a position in DUK in Q4 2019 and has held it in 21 quarters since. The position peaked at $305K in Q1 2021. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • tru Independence held 1,928 shares of Duke Energy worth $252K as of Q1 2026.
  • tru Independence sold 12 Duke Energy shares in Q1 2026, an estimated $1.5K.
  • Duke Energy made up 0.12% of tru Independence's portfolio in Q1 2026, its #84 holding.
  • tru Independence first reported a position in Duke Energy in Q4 2019 and has held it in 21 quarters since.
  • tru Independence's Duke Energy position peaked at $305K in Q1 2021.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.