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Tucker Asset Management’s Duke Energy DUK Stock Holding History

Tucker Asset Management’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 		– Sell
-946
Closed -$111K – 548
2025
Q4 		$111K Sell
946
-1,145
-55% -$140K 0.03% 178
2025
Q3 		$259K Sell
2,091
-69
-3% -$8.37K 0.08% 86
2025
Q2 		$255K Sell
2,160
-245
-10% -$28.9K 0.08% 79
2025
Q1 		$293K Sell
2,405
-157
-6% -$17.9K 0.1% 56
2024
Q4 		$276K Sell
2,562
-392
-13% -$44.4K 0.03% 101
2024
Q3 		$341K Sell
2,954
-879
-23% -$97.8K 0.08% 86
2024
Q2 		$384K Sell
3,833
-775
-17% -$77.5K 0.08% 85
2024
Q1 		$446K Sell
4,608
-1,757
-28% -$167K 0.1% 69
2023
Q4 		$618K Sell
6,365
-556
-8% -$50.6K 0.15% 45
2023
Q3 		$611K Buy
6,921
+2,608
+60% +$239K 0.16% 44
2023
Q2 		$387K Buy
4,313
+3,109
+258% +$293K 0.11% 49
2023
Q1 		$116K Buy
1,204
+611
+103% +$60.4K 0.03% 132
2022
Q4 		$61.6K Hold
593
– – 0.02% 132
2022
Q3 		$55.2K Buy
593
+4
+0.7% +$430 0.02% 125
2022
Q2 		$63.1K Buy
589
+4
+0.7% +$440 0.02% 81
2022
Q1 		$65.3K Buy
585
+46
+9% +$4.78K 0.02% 79
2021
Q4 		$56.5K Buy
539
+42
+8% +$4.26K 0.02% 81
2021
Q3 		$50.7K Hold
497
– – 0.02% 89
2021
Q2 		$49.1K Hold
497
– – 0.02% 77
2021
Q1 		$48K Hold
497
– – 0.03% 76
2020
Q4 		$45.5K Buy
+497
New +$46K 0.03% 70

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tucker Asset Management's DUK Position: Q1 2026 in Review

Tucker Asset Management sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 946 shares — an estimated $111K sold.

Tucker Asset Management first reported a position in DUK in Q4 2020 and held it in 21 quarters. The position peaked at $618K in Q4 2023. 2,485 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Tucker Asset Management reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
  • Tucker Asset Management sold 946 Duke Energy shares in Q1 2026, an estimated $111K.
  • Tucker Asset Management first reported a position in Duke Energy in Q4 2020 and held it in 21 quarters.
  • Tucker Asset Management's Duke Energy position peaked at $618K in Q4 2023.
  • 2,485 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.