Washington Capital Management’s Duke Energy DUK Stock Holding History

Washington Capital 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	$602K	Hold	4,595	–	–	0.51%	65
2025 Q4	$539K	Hold	4,595	–	–	0.44%	75
2025 Q3	$569K	Sell	4,595 -335	-7%	-$40.7K	0.41%	67
2025 Q2	$582K	Hold	4,930	–	–	0.43%	64
2025 Q1	$601K	Hold	4,930	–	–	0.48%	57
2024 Q4	$531K	Sell	4,930 -345	-7%	-$39.1K	0.42%	73
2024 Q3	$608K	Hold	5,275	–	–	0.47%	61
2024 Q2	$529K	Sell	5,275 -140	-3%	-$14K	0.45%	72
2024 Q1	$524K	Sell	5,415 -360	-6%	-$34.2K	0.42%	79
2023 Q4	$560K	Sell	5,775 -500	-8%	-$45.5K	0.48%	67
2023 Q3	$554K	Hold	6,275	–	–	0.51%	56
2023 Q2	$563K	Hold	6,275	–	–	0.48%	62
2023 Q1	$605K	Sell	6,275 -660	-10%	-$65.2K	0.54%	47
2022 Q4	$714K	Sell	6,935 -285	-4%	-$27.4K	0.66%	36
2022 Q3	$672K	Sell	7,220 -140	-2%	-$15K	0.68%	41
2022 Q2	$789K	Hold	7,360	–	–	0.76%	39
2022 Q1	$822K	Sell	7,360 -195	-3%	-$20.3K	0.68%	41
2021 Q4	$793K	Sell	7,555 -200	-3%	-$20.3K	0.64%	42
2021 Q3	$757K	Sell	7,755 -205	-3%	-$21.2K	0.67%	39
2021 Q2	$786K	Sell	7,960 -50	-0.6%	-$5.02K	0.95%	33
2021 Q1	$773K	Hold	8,010	–	–	0.72%	39
2020 Q4	$733K	Sell	8,010 -15	-0.2%	-$1.39K	0.7%	38
2020 Q3	$711K	Hold	8,025	–	–	0.73%	35
2020 Q2	$641K	Sell	8,025 -1,050	-12%	-$88.7K	0.71%	40
2020 Q1	$734K	Buy	+9,075	New	+$834K	0.92%	26

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

Washington Capital Management's DUK Position: Q1 2026 in Review

Washington Capital Management held its Duke Energy (DUK) position steady in Q1 2026 at 4,595 shares worth $602K. The position accounts for 0.51% of the portfolio, ranked #65.

Washington Capital Management first reported a position in DUK in Q1 2020 and has held it in 25 quarters since. The position peaked at $822K in Q1 2022. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Washington Capital Management held 4,595 shares of Duke Energy worth $602K as of Q1 2026.
Washington Capital Management left its Duke Energy share count unchanged in Q1 2026.
Duke Energy made up 0.51% of Washington Capital Management's portfolio in Q1 2026, its #65 holding.
Washington Capital Management first reported a position in Duke Energy in Q1 2020 and has held it in 25 quarters since.
Washington Capital Management's Duke Energy position peaked at $822K in Q1 2022.
2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Washington Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.