Truvestments Capital’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $583K | Buy |
4,451
+301
| +7% | +$37.6K | 0.11% | 180 |
|
|
2025
Q4 | $486K | Buy |
4,150
+17
| +0.4% | +$2.08K | 0.09% | 172 |
|
|
2025
Q3 | $512K | Buy |
4,133
+103
| +3% | +$12.5K | 0.09% | 175 |
|
|
2025
Q2 | $476K | Buy |
4,030
+16
| +0.4% | +$1.89K | 0.1% | 164 |
|
|
2025
Q1 | $490K | Buy |
4,014
+1,318
| +49% | +$150K | 0.11% | 151 |
|
|
2024
Q4 | $291K | Buy |
2,696
+13
| +0.5% | +$1.47K | 0.07% | 179 |
|
|
2024
Q3 | $309K | Buy |
2,683
+344
| +15% | +$38.3K | 0.08% | 177 |
|
|
2024
Q2 | $234K | Sell |
2,339
-60
| -3% | -$6K | 0.09% | 191 |
|
|
2024
Q1 | $232K | Sell |
2,399
-1,131
| -32% | -$107K | 0.09% | 193 |
|
|
2023
Q4 | $343K | Buy |
3,530
+397
| +13% | +$36.1K | 0.15% | 138 |
|
|
2023
Q3 | $276K | Buy |
3,133
+20
| +0.6% | +$1.83K | 0.14% | 140 |
|
|
2023
Q2 | $279K | Buy |
3,113
+42
| +1% | +$3.96K | 0.14% | 135 |
|
|
2023
Q1 | $296K | Sell |
3,071
-112
| -4% | -$11.1K | 0.16% | 115 |
|
|
2022
Q4 | $328K | Sell |
3,183
-335
| -10% | -$32.2K | 0.18% | 102 |
|
|
2022
Q3 | $327K | Sell |
3,518
-146
| -4% | -$15.7K | 0.21% | 109 |
|
|
2022
Q2 | $393K | Buy |
3,664
+20
| +0.5% | +$2.2K | 0.23% | 94 |
|
|
2022
Q1 | $407K | Buy |
3,644
+19
| +0.5% | +$1.97K | 0.22% | 104 |
|
|
2021
Q4 | $380K | Sell |
3,625
-397
| -10% | -$40.2K | 0.19% | 110 |
|
|
2021
Q3 | $392K | Buy |
4,022
+10
| +0.2% | +$1.03K | 0.22% | 109 |
|
|
2021
Q2 | $396K | Sell |
4,012
-3,639
| -48% | -$366K | 0.22% | 114 |
|
|
2021
Q1 | $738K | Buy |
7,651
+1,935
| +34% | +$177K | 0.42% | 68 |
|
|
2020
Q4 | $522K | Sell |
5,716
-119
| -2% | -$11K | 0.36% | 74 |
|
|
2020
Q3 | $516K | Sell |
5,835
-4,970
| -46% | -$410K | 0.47% | 65 |
|
|
2020
Q2 | $862K | Sell |
10,805
-2,119
| -16% | -$179K | 0.88% | 32 |
|
|
2020
Q1 | $1.04M | Sell |
12,924
-3,703
| -22% | -$340K | 1.33% | 20 |
|
|
2019
Q4 | $1.52M | Sell |
16,627
-61
| -0.4% | -$5.59K | 1.05% | 29 |
|
|
2019
Q3 | $1.6M | Sell |
16,688
-1,160
| -6% | -$106K | 1.04% | 26 |
|
|
2019
Q2 | $1.57M | Buy |
17,848
+657
| +4% | +$58.1K | 1.06% | 25 |
|
|
2019
Q1 | $1.55M | Buy |
+17,191
| New | +$1.52M | 1.19% | 21 |
|
|
2018
Q3 | $1.49M | Buy |
18,580
+3,857
| +26% | +$312K | 0.72% | 33 |
|
|
2018
Q2 | $1.16M | Buy |
+14,723
| New | +$1.13M | 0.73% | 40 |
|
Other funds holding DUK
VCM
VPM
Truvestments Capital's DUK Position: Q1 2026 in Review
Truvestments Capital increased its Duke Energy (DUK) stake by 7.3% in Q1 2026, buying an estimated $37.6K and bringing the position to 4,451 shares worth $583K. The position accounts for 0.11% of the portfolio, ranked #180.
Truvestments Capital first reported a position in DUK in Q2 2018 and has held it in 31 quarters since. The position peaked at $1.6M in Q3 2019. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Truvestments Capital held 4,451 shares of Duke Energy worth $583K as of Q1 2026.
- Truvestments Capital bought 301 Duke Energy shares in Q1 2026, an estimated $37.6K.
- Duke Energy made up 0.11% of Truvestments Capital's portfolio in Q1 2026, its #180 holding.
- Truvestments Capital first reported a position in Duke Energy in Q2 2018 and has held it in 31 quarters since.
- Truvestments Capital's Duke Energy position peaked at $1.6M in Q3 2019.
- 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.