WI
DUK icon

WBI Investments’s Duke Energy DUK Stock Holding History

WBI Investments’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
-2,587
Closed -$303K – 323
2025
Q4 		$303K Buy
+2,587
New +$316K 0.08% 250
2014
Q3 		– Sell
-228,210
Closed -$16.9M – 178
2014
Q2 		$16.9M Sell
228,210
-3,420
-1% -$246K 0.73% 47
2014
Q1 		$16.5M Sell
231,630
-30,549
-12% -$2.13M 0.72% 42
2013
Q4 		$18.1M Sell
262,179
-43,014
-14% -$3.01M 0.8% 42
2013
Q3 		$20.4M Sell
305,193
-18,087
-6% -$1.23M 0.97% 36
2013
Q2 		$21.8M Buy
+323,280
New +$22.8M 1.56% 24

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

WBI Investments's DUK Position: Q1 2026 in Review

WBI Investments sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 2,587 shares — an estimated $303K sold.

WBI Investments first reported a position in DUK in Q2 2013 and held it in 6 quarters. The position peaked at $21.8M in Q2 2013. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • WBI Investments reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
  • WBI Investments sold 2,587 Duke Energy shares in Q1 2026, an estimated $303K.
  • WBI Investments first reported a position in Duke Energy in Q2 2013 and held it in 6 quarters.
  • WBI Investments's Duke Energy position peaked at $21.8M in Q2 2013.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.