Truist Financial’s Duke Energy DUK Stock Holding History

Truist Financial’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	$94.3M	Sell	720,319 -1,519	-0.2%	-$190K	0.13%	156
2025 Q4	$84.6M	Sell	721,838 -1,763	-0.2%	-$215K	0.11%	169
2025 Q3	$89.5M	Sell	723,601 -3,518	-0.5%	-$427K	0.12%	162
2025 Q2	$85.8M	Sell	727,119 -14,442	-2%	-$1.7M	0.13%	155
2025 Q1	$90.4M	Sell	741,561 -2,032	-0.3%	-$232K	0.14%	147
2024 Q4	$80.1M	Buy	743,593 +7,893	+1%	+$894K	0.13%	157
2024 Q3	$84.8M	Sell	735,700 -71,793	-9%	-$7.99M	0.13%	149
2024 Q2	$80.9M	Sell	807,493 -42,560	-5%	-$4.26M	0.12%	166
2024 Q1	$82.2M	Sell	850,053 -39,604	-4%	-$3.76M	0.12%	162
2023 Q4	$86.3M	Sell	889,657 -83,366	-9%	-$7.58M	0.14%	148
2023 Q3	$85.9M	Buy	973,023 +69,639	+8%	+$6.38M	0.14%	148
2023 Q2	$81.1M	Buy	903,384 +37,627	+4%	+$3.55M	0.13%	153
2023 Q1	$83.5M	Sell	865,757 -5,956	-0.7%	-$588K	0.14%	144
2022 Q4	$89.8M	Buy	871,713 +6,251	+0.7%	+$600K	0.16%	138
2022 Q3	$80.5M	Buy	865,462 +66,506	+8%	+$7.14M	0.15%	136
2022 Q2	$85.7M	Sell	798,956 -11,410	-1%	-$1.25M	0.16%	137
2022 Q1	$90.5M	Sell	810,366 -13,101	-2%	-$1.36M	0.14%	146
2021 Q4	$86.4M	Sell	823,467 -17,562	-2%	-$1.78M	0.13%	170
2021 Q3	$82.1M	Sell	841,029 -37,197	-4%	-$3.85M	0.13%	166
2021 Q2	$86.7M	Sell	878,226 -94,016	-10%	-$9.44M	0.14%	155
2021 Q1	$93.8M	Buy	972,242 +38,735	+4%	+$3.54M	0.16%	144
2020 Q4	$85.5M	Sell	933,507 -63,575	-6%	-$5.88M	0.16%	139
2020 Q3	$88.3M	Sell	997,082 -154,711	-13%	-$12.8M	0.19%	128
2020 Q2	$92M	Buy	1,151,793 +213,998	+23%	+$18.1M	0.21%	125
2020 Q1	$75.8M	Sell	937,795 -18,932	-2%	-$1.74M	0.2%	118
2019 Q4	$87.3M	Buy	956,727 +798,370	+504%	+$73.2M	0.18%	130
2019 Q3	$15.2M	Sell	158,357 -2,738	-2%	-$249K	0.26%	97
2019 Q2	$14.2M	Sell	161,095 -561	-0.3%	-$49.6K	0.25%	103
2019 Q1	$14.5M	Buy	161,656 +2,821	+2%	+$249K	0.26%	102
2018 Q4	$13.7M	Sell	158,835 -12,593	-7%	-$1.07M	0.28%	101
2018 Q3	$13.7M	Buy	171,428 +6,698	+4%	+$542K	0.25%	101
2018 Q2	$13M	Buy	164,730 +2,210	+1%	+$170K	0.25%	103
2018 Q1	$12.6M	Sell	162,520 -2,544	-2%	-$197K	0.24%	105
2017 Q4	$13.9M	Sell	165,064 -2,662	-2%	-$233K	0.26%	105
2017 Q3	$14.1M	Sell	167,726 -752	-0.4%	-$64.4K	0.27%	100
2017 Q2	$14.1M	Buy	168,478 +348	+0.2%	+$29.3K	0.28%	95
2017 Q1	$13.8M	Sell	168,130 -20,584	-11%	-$1.64M	0.28%	102
2016 Q4	$14.6M	Sell	188,714 -6,785	-3%	-$520K	0.3%	89
2016 Q3	$15.6M	Buy	195,499 +4,129	+2%	+$342K	0.32%	88
2016 Q2	$16.4M	Sell	191,370 -566	-0.3%	-$45.2K	0.34%	82
2016 Q1	$15.5M	Buy	191,936 +346	+0.2%	+$26.2K	0.4%	62
2015 Q4	$13.7M	Sell	191,590 -21,941	-10%	-$1.54M	0.35%	73
2015 Q3	$15.4M	Buy	213,531 +5,411	+3%	+$392K	0.4%	64
2015 Q2	$14.7M	Buy	208,120 +55,713	+37%	+$4.21M	0.4%	72
2015 Q1	$11.7M	Buy	152,407 +11,340	+8%	+$920K	0.34%	87
2014 Q4	$11.8M	Buy	141,067 +12,233	+9%	+$986K	0.35%	82
2014 Q3	$9.63M	Sell	128,834 -621	-0.5%	-$45.3K	0.29%	96
2014 Q2	$9.6M	Sell	129,455 -2,122	-2%	-$153K	0.29%	99
2014 Q1	$9.37M	Buy	131,577 +3,784	+3%	+$264K	0.3%	98
2013 Q4	$8.82M	Buy	127,793 +1,558	+1%	+$109K	0.28%	96
2013 Q3	$8.43M	Sell	126,235 -4,900	-4%	-$334K	0.3%	93
2013 Q2	$8.85M	Buy	+131,135	New	+$9.27M	0.33%	79

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

Truist Financial's DUK Position: Q1 2026 in Review

Truist Financial reduced its Duke Energy (DUK) stake by 0.21% in Q1 2026, selling an estimated $190K and leaving 720,319 shares worth $94.3M. The position accounts for 0.13% of the portfolio, ranked #156.

Truist Financial first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Truist Financial held 720,319 shares of Duke Energy worth $94.3M as of Q1 2026.
Truist Financial sold 1,519 Duke Energy shares in Q1 2026, an estimated $190K.
Duke Energy made up 0.13% of Truist Financial's portfolio in Q1 2026, its #156 holding.
Truist Financial first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.