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WealthTrust Axiom’s Duke Energy DUK Stock Holding History

WealthTrust Axiom’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 		$1.89M Buy
14,400
+1
+0% +$125 0.46% 50
2025
Q4 		$1.69M Sell
14,399
-199
-1% -$24.3K 0.43% 51
2025
Q3 		$1.81M Sell
14,598
-232
-2% -$28.2K 0.48% 49
2025
Q2 		$1.75M Sell
14,830
-676
-4% -$79.8K 0.51% 44
2025
Q1 		$1.89M Sell
15,506
-299
-2% -$34.1K 0.58% 41
2024
Q4 		$1.7M Sell
15,805
-103
-0.6% -$11.7K 0.51% 43
2024
Q3 		$1.83M Sell
15,908
-274
-2% -$30.5K 0.54% 45
2024
Q2 		$1.62M Buy
16,182
+66
+0.4% +$6.6K 0.54% 45
2024
Q1 		$1.56M Hold
16,116
– – 0.5% 48
2023
Q4 		$1.56M Buy
16,116
+128
+0.8% +$11.6K 0.52% 46
2023
Q3 		$1.41M Hold
15,988
– – 0.51% 48
2023
Q2 		$1.43M Hold
15,988
– – 0.48% 48
2023
Q1 		$1.54M Buy
15,988
+391
+3% +$38.6K 0.53% 46
2022
Q4 		$1.61M Hold
15,597
– – 0.56% 44
2022
Q3 		$1.45M Hold
15,597
– – 0.55% 40
2022
Q2 		$1.67M Hold
15,597
– – 0.6% 44
2022
Q1 		$1.74M Hold
15,597
– – 0.54% 46
2021
Q4 		$1.64M Sell
15,597
-100
-0.6% -$10.1K 0.52% 48
2021
Q3 		$1.53M Hold
15,697
– – 0.52% 47
2021
Q2 		$1.55M Sell
15,697
-400
-2% -$40.2K 0.5% 51
2021
Q1 		$1.55M Hold
16,097
– – 0.53% 49
2020
Q4 		$1.47M Buy
16,097
+3
+0% +$278 0.54% 46
2020
Q3 		$1.43M Buy
16,094
+539
+3% +$44.4K 0.61% 43
2020
Q2 		$1.24M Sell
15,555
-182
-1% -$15.4K 0.55% 46
2020
Q1 		$1.27M Buy
15,737
+1,734
+12% +$159K 0.62% 45
2019
Q4 		$1.28M Sell
14,003
-146
-1% -$13.4K 0.43% 61
2019
Q3 		$1.36M Buy
14,149
+3
+0% +$273 0.48% 57
2019
Q2 		$1.25M Sell
14,146
-138
-1% -$12.2K 0.43% 62
2019
Q1 		$1.28M Sell
14,284
-50
-0.3% -$4.41K 0.46% 59
2018
Q4 		$1.24M Sell
14,334
-750
-5% -$63.8K 0.51% 57
2018
Q3 		$1.21M Sell
15,084
-263
-2% -$21.3K 0.41% 63
2018
Q2 		$1.21M Sell
15,347
-40
-0.3% -$3.08K 0.43% 62
2018
Q1 		$1.19M Buy
15,387
+75
+0.5% +$5.8K 0.43% 60
2017
Q4 		$1.29M Sell
15,312
-128
-0.8% -$11.2K 0.48% 61
2017
Q3 		$1.29M Sell
15,440
-74
-0.5% -$6.34K 0.49% 56
2017
Q2 		$1.3M Sell
15,514
-120
-0.8% -$10.1K 0.49% 57
2017
Q1 		$1.28M Sell
15,634
-100
-0.6% -$7.95K 0.47% 61
2016
Q4 		$1.22M Sell
15,734
-424
-3% -$32.5K 0.44% 61
2016
Q3 		$1.29M Sell
16,158
-66
-0.4% -$5.47K 0.48% 60
2016
Q2 		$1.39M Sell
16,224
-99
-0.6% -$7.91K 0.53% 53
2016
Q1 		$1.32M Buy
16,323
+103
+0.6% +$7.79K 0.52% 54
2015
Q4 		$1.16M Buy
16,220
+166
+1% +$11.7K 0.46% 58
2015
Q3 		$1.15M Sell
16,054
-231
-1% -$16.7K 0.48% 61
2015
Q2 		$1.15M Sell
16,285
-955
-6% -$72.2K 0.42% 66
2015
Q1 		$1.32M Buy
17,240
+267
+2% +$21.7K 0.47% 59
2014
Q4 		$1.42M Sell
16,973
-74
-0.4% -$5.97K 0.5% 56
2014
Q3 		$1.27M Buy
17,047
+184
+1% +$13.4K 0.45% 60
2014
Q2 		$1.25M Buy
16,863
+1
+0% +$72 0.42% 61
2014
Q1 		$1.2M Buy
16,862
+535
+3% +$37.3K 0.43% 57
2013
Q4 		$1.13M Buy
16,327
+246
+2% +$17.2K 0.43% 52
2013
Q3 		$1.07M Sell
16,081
-165
-1% -$11.3K 0.44% 58
2013
Q2 		$1.1M Buy
+16,246
New +$1.15M 0.47% 56

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

WealthTrust Axiom's DUK Position: Q1 2026 in Review

WealthTrust Axiom increased its Duke Energy (DUK) stake by 0.01% in Q1 2026, buying an estimated $125 and bringing the position to 14,400 shares worth $1.89M. The position accounts for 0.46% of the portfolio, ranked #50.

WealthTrust Axiom first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.89M in Q1 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • WealthTrust Axiom held 14,400 shares of Duke Energy worth $1.89M as of Q1 2026.
  • WealthTrust Axiom bought 1 Duke Energy share in Q1 2026, an estimated $125.
  • Duke Energy made up 0.46% of WealthTrust Axiom's portfolio in Q1 2026, its #50 holding.
  • WealthTrust Axiom first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
  • WealthTrust Axiom's Duke Energy position peaked at $1.89M in Q1 2025.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on WealthTrust Axiom's 13F filing for Q1 2026, filed 11 May 2026.