Wedbush Securities’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.53M | Sell |
19,309
-1,003
| -5% | -$125K | 0.07% | 216 |
|
|
2025
Q4 | $2.38M | Buy |
20,312
+163
| +0.8% | +$19.9K | 0.07% | 220 |
|
|
2025
Q3 | $2.49M | Buy |
20,149
+1,146
| +6% | +$139K | 0.08% | 182 |
|
|
2025
Q2 | $2.24M | Buy |
19,003
+1,772
| +10% | +$209K | 0.08% | 187 |
|
|
2025
Q1 | $2.1M | Buy |
17,231
+291
| +2% | +$33.2K | 0.08% | 186 |
|
|
2024
Q4 | $1.82M | Buy |
16,940
+1,244
| +8% | +$141K | 0.07% | 219 |
|
|
2024
Q3 | $1.81M | Sell |
15,696
-4,220
| -21% | -$470K | 0.07% | 214 |
|
|
2024
Q2 | $2M | Buy |
19,916
+54
| +0.3% | +$5.4K | 0.07% | 198 |
|
|
2024
Q1 | $1.92M | Buy |
19,862
+1,853
| +10% | +$176K | 0.07% | 217 |
|
|
2023
Q4 | $1.75M | Sell |
18,009
-25
| -0.1% | -$2.27K | 0.08% | 188 |
|
|
2023
Q3 | $1.59M | Sell |
18,034
-200
| -1% | -$18.3K | 0.08% | 192 |
|
|
2023
Q2 | $1.64M | Buy |
18,234
+190
| +1% | +$17.9K | 0.08% | 195 |
|
|
2023
Q1 | $1.74M | Buy |
18,044
+179
| +1% | +$17.7K | 0.09% | 177 |
|
|
2022
Q4 | $1.84M | Buy |
17,865
+475
| +3% | +$45.6K | 0.1% | 160 |
|
|
2022
Q3 | $1.62M | Sell |
17,390
-1,099
| -6% | -$118K | 0.09% | 174 |
|
|
2022
Q2 | $1.98M | Buy |
18,489
+814
| +5% | +$89.5K | 0.11% | 147 |
|
|
2022
Q1 | $1.97M | Buy |
17,675
+436
| +3% | +$45.3K | 0.09% | 182 |
|
|
2021
Q4 | $1.81M | Sell |
17,239
-2,648
| -13% | -$268K | 0.08% | 208 |
|
|
2021
Q3 | $1.94M | Buy |
19,887
+108
| +0.5% | +$11.2K | 0.09% | 189 |
|
|
2021
Q2 | $1.95M | Sell |
19,779
-40
| -0.2% | -$4.02K | 0.09% | 196 |
|
|
2021
Q1 | $1.91M | Buy |
19,819
+3,626
| +22% | +$331K | 0.11% | 171 |
|
|
2020
Q4 | $1.48M | Buy |
16,193
+866
| +6% | +$80.1K | 0.13% | 164 |
|
|
2020
Q3 | $1.36M | Sell |
15,327
-120
| -0.8% | -$9.89K | 0.13% | 168 |
|
|
2020
Q2 | $1.23M | Sell |
15,447
-764
| -5% | -$64.6K | 0.12% | 177 |
|
|
2020
Q1 | $1.31M | Buy |
16,211
+223
| +1% | +$20.5K | 0.16% | 133 |
|
|
2019
Q4 | $1.46M | Sell |
15,988
-1,456
| -8% | -$133K | 0.13% | 177 |
|
|
2019
Q3 | $1.67M | Buy |
17,444
+959
| +6% | +$87.3K | 0.16% | 144 |
|
|
2019
Q2 | $1.46M | Sell |
16,485
-93
| -0.6% | -$8.22K | 0.15% | 166 |
|
|
2019
Q1 | $1.49M | Buy |
16,578
+1,292
| +8% | +$114K | 0.16% | 153 |
|
|
2018
Q4 | $1.32M | Buy |
15,286
+568
| +4% | +$48.3K | 0.17% | 147 |
|
|
2018
Q3 | $1.18M | Buy |
14,718
+2,799
| +23% | +$226K | 0.13% | 175 |
|
|
2018
Q2 | $943K | Sell |
11,919
-349
| -3% | -$26.8K | 0.12% | 203 |
|
|
2018
Q1 | $950K | Buy |
12,268
+2,914
| +31% | +$225K | 0.12% | 199 |
|
|
2017
Q4 | $787K | Sell |
9,354
-364
| -4% | -$31.8K | 0.1% | 253 |
|
|
2017
Q3 | $815K | Buy |
9,718
+1,870
| +24% | +$160K | 0.11% | 222 |
|
|
2017
Q2 | $656K | Sell |
7,848
-548
| -7% | -$46.1K | 0.09% | 290 |
|
|
2017
Q1 | $689K | Buy |
8,396
+460
| +6% | +$36.6K | 0.09% | 264 |
|
|
2016
Q4 | $616K | Sell |
7,936
-2,002
| -20% | -$153K | 0.09% | 273 |
|
|
2016
Q3 | $795K | Buy |
9,938
+97
| +1% | +$8.03K | 0.12% | 189 |
|
|
2016
Q2 | $844K | Sell |
9,841
-1,095
| -10% | -$87.5K | 0.14% | 158 |
|
|
2016
Q1 | $882K | Sell |
10,936
-5,962
| -35% | -$451K | 0.15% | 147 |
|
|
2015
Q4 | $1.21M | Buy |
16,898
+974
| +6% | +$68.5K | 0.22% | 100 |
|
|
2015
Q3 | $1.15M | Buy |
15,924
+4,745
| +42% | +$344K | 0.23% | 98 |
|
|
2015
Q2 | $789K | Buy |
11,179
+1,772
| +19% | +$134K | 0.15% | 168 |
|
|
2015
Q1 | $722K | Sell |
9,407
-785
| -8% | -$63.7K | 0.12% | 191 |
|
|
2014
Q4 | $851K | Sell |
10,192
-1,438
| -12% | -$116K | 0.13% | 154 |
|
|
2014
Q3 | $870K | Buy |
11,630
+1,427
| +14% | +$104K | 0.14% | 148 |
|
|
2014
Q2 | $757K | Sell |
10,203
-24,166
| -70% | -$1.74M | 0.12% | 177 |
|
|
2014
Q1 | $2.45M | Buy |
34,369
+2,903
| +9% | +$202K | 0.43% | 44 |
|
|
2013
Q4 | $2.17M | Sell |
31,466
-754
| -2% | -$52.8K | 0.51% | 44 |
|
|
2013
Q3 | $2.15M | Buy |
32,220
+15
| +0% | +$1.02K | 0.57% | 40 |
|
|
2013
Q2 | $2.17M | Buy |
+32,205
| New | +$2.28M | 0.6% | 34 |
|
Other funds holding DUK
VCM
VPM
Wedbush Securities's DUK Position: Q1 2026 in Review
Wedbush Securities reduced its Duke Energy (DUK) stake by 4.9% in Q1 2026, selling an estimated $125K and leaving 19,309 shares worth $2.53M. The position accounts for 0.07% of the portfolio, ranked #216.
Wedbush Securities first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Wedbush Securities held 19,309 shares of Duke Energy worth $2.53M as of Q1 2026.
- Wedbush Securities sold 1,003 Duke Energy shares in Q1 2026, an estimated $125K.
- Duke Energy made up 0.07% of Wedbush Securities's portfolio in Q1 2026, its #216 holding.
- Wedbush Securities first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
- 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.