Washington Trust Advisors’s Duke Energy DUK Stock Holding History

Washington Trust Advisors’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	$256K	Sell	1,958 -547	-22%	-$68.4K	0.02%	203
2025 Q4	$294K	Hold	2,505	–	–	0.02%	189
2025 Q3	$310K	Hold	2,505	–	–	0.02%	182
2025 Q2	$296K	Hold	2,505	–	–	0.02%	168
2025 Q1	$306K	Hold	2,505	–	–	0.03%	163
2024 Q4	$270K	Hold	2,505	–	–	0.02%	170
2024 Q3	$289K	Hold	2,505	–	–	0.02%	167
2024 Q2	$251K	Sell	2,505 -1,366	-35%	-$137K	0.02%	174
2024 Q1	$374K	Hold	3,871	–	–	0.03%	137
2023 Q4	$376K	Hold	3,871	–	–	0.04%	138
2023 Q3	$342K	Hold	3,871	–	–	0.04%	141
2023 Q2	$347K	Hold	3,871	–	–	0.03%	137
2023 Q1	$373K	Hold	3,871	–	–	0.04%	135
2022 Q4	$399K	Hold	3,871	–	–	0.04%	127
2022 Q3	$360K	Hold	3,871	–	–	0.03%	150
2022 Q2	$415K	Hold	3,871	–	–	0.04%	143
2022 Q1	$432K	Hold	3,871	–	–	0.03%	161
2021 Q4	$406K	Buy	+3,871	New	+$392K	0.03%	178

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 Trust Advisors's DUK Position: Q1 2026 in Review

Washington Trust Advisors reduced its Duke Energy (DUK) stake by 22% in Q1 2026, selling an estimated $68.4K and leaving 1,958 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #203.

Washington Trust Advisors first reported a position in DUK in Q4 2021 and has held it in 18 quarters since. The position peaked at $432K in Q1 2022. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Washington Trust Advisors held 1,958 shares of Duke Energy worth $256K as of Q1 2026.
Washington Trust Advisors sold 547 Duke Energy shares in Q1 2026, an estimated $68.4K.
Duke Energy made up 0.02% of Washington Trust Advisors's portfolio in Q1 2026, its #203 holding.
Washington Trust Advisors first reported a position in Duke Energy in Q4 2021 and has held it in 18 quarters since.
Washington Trust Advisors's Duke Energy position peaked at $432K in Q1 2022.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.