WPC
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Waters Parkerson & Co’s Duke Energy DUK Stock Holding History

Waters Parkerson & Co’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 		$788K Hold
6,022
– – 0.04% 110
2025
Q4 		$706K Hold
6,022
– – 0.03% 119
2025
Q3 		$745K Hold
6,022
– – 0.04% 116
2025
Q2 		$711K Hold
6,022
– – 0.04% 116
2025
Q1 		$734K Hold
6,022
– – 0.04% 115
2024
Q4 		$649K Sell
6,022
-125
-2% -$14.2K 0.03% 119
2024
Q3 		$709K Sell
6,147
-302
-5% -$33.6K 0.04% 112
2024
Q2 		$646K Hold
6,449
– – 0.03% 111
2024
Q1 		$624K Sell
6,449
-257
-4% -$24.4K 0.03% 116
2023
Q4 		$651K Hold
6,706
– – 0.04% 113
2023
Q3 		$592K Buy
6,706
+66
+1% +$6.05K 0.04% 112
2023
Q2 		$596K Sell
6,640
-116
-2% -$10.9K 0.03% 113
2023
Q1 		$652K Hold
6,756
– – 0.04% 105
2022
Q4 		$696K Sell
6,756
-522
-7% -$50.1K 0.04% 100
2022
Q3 		$677K Hold
7,278
– – 0.05% 98
2022
Q2 		$780K Hold
7,278
– – 0.05% 96
2022
Q1 		$813K Sell
7,278
-83
-1% -$8.62K 0.05% 96
2021
Q4 		$772K Buy
7,361
+83
+1% +$8.41K 0.04% 101
2021
Q3 		$710K Hold
7,278
– – 0.04% 107
2021
Q2 		$719K Buy
7,278
+228
+3% +$22.9K 0.04% 106
2021
Q1 		$681K Buy
7,050
+279
+4% +$25.5K 0.04% 103
2020
Q4 		$620K Sell
6,771
-870
-11% -$80.5K 0.04% 105
2020
Q3 		$677K Hold
7,641
– – 0.05% 91
2020
Q2 		$610K Hold
7,641
– – 0.05% 93
2020
Q1 		$618K Hold
7,641
– – 0.06% 87
2019
Q4 		$697K Sell
7,641
-288
-4% -$26.4K 0.05% 94
2019
Q3 		$760K Buy
7,929
+222
+3% +$20.2K 0.06% 91
2019
Q2 		$680K Sell
7,707
-166
-2% -$14.7K 0.06% 95
2019
Q1 		$709K Buy
7,873
+407
+5% +$35.9K 0.06% 92
2018
Q4 		$644K Sell
7,466
-908
-11% -$77.3K 0.06% 91
2018
Q3 		$670K Sell
8,374
-962
-10% -$77.8K 0.05% 97
2018
Q2 		$738K Buy
9,336
+192
+2% +$14.8K 0.06% 89
2018
Q1 		$708K Sell
9,144
-748
-8% -$57.8K 0.06% 88
2017
Q4 		$832K Sell
9,892
-400
-4% -$34.9K 0.07% 83
2017
Q3 		$864K Sell
10,292
-434
-4% -$37.2K 0.08% 84
2017
Q2 		$897K Sell
10,726
-100
-0.9% -$8.41K 0.08% 85
2017
Q1 		$888K Sell
10,826
-408
-4% -$32.4K 0.08% 86
2016
Q4 		$872K Buy
11,234
+1,654
+17% +$127K 0.09% 86
2016
Q3 		$767K Buy
9,580
+630
+7% +$52.2K 0.08% 88
2016
Q2 		$768K Buy
8,950
+569
+7% +$45.5K 0.08% 85
2016
Q1 		$676K Hold
8,381
– – 0.07% 90
2015
Q4 		$598K Buy
8,381
+500
+6% +$35.2K 0.07% 90
2015
Q3 		$567K Sell
7,881
-6,934
-47% -$502K 0.07% 91
2015
Q2 		$1.05M Buy
14,815
+282
+2% +$21.3K 0.12% 76
2015
Q1 		$1.12M Buy
14,533
+515
+4% +$41.8K 0.13% 78
2014
Q4 		$1.17M Sell
14,018
-850
-6% -$68.5K 0.14% 76
2014
Q3 		$1.11M Buy
14,868
+850
+6% +$62K 0.13% 75
2014
Q2 		$1.04M Sell
14,018
-491
-3% -$35.3K 0.12% 80
2014
Q1 		$1.03M Sell
14,509
-1,044
-7% -$72.8K 0.13% 78
2013
Q4 		$1.07M Sell
15,553
-25
-0.2% -$1.75K 0.13% 73
2013
Q3 		$1.04M Buy
15,578
+6,865
+79% +$468K 0.14% 74
2013
Q2 		$588K Buy
+8,713
New +$616K 0.09% 79

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waters Parkerson & Co's DUK Position: Q1 2026 in Review

Waters Parkerson & Co held its Duke Energy (DUK) position steady in Q1 2026 at 6,022 shares worth $788K. The position accounts for 0.04% of the portfolio, ranked #110.

Waters Parkerson & Co first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.17M in Q4 2014. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Waters Parkerson & Co held 6,022 shares of Duke Energy worth $788K as of Q1 2026.
  • Waters Parkerson & Co left its Duke Energy share count unchanged in Q1 2026.
  • Duke Energy made up 0.04% of Waters Parkerson & Co's portfolio in Q1 2026, its #110 holding.
  • Waters Parkerson & Co first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
  • Waters Parkerson & Co's Duke Energy position peaked at $1.17M in Q4 2014.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Waters Parkerson & Co's 13F filing for Q1 2026, filed 29 Apr 2026.