Welch Group
DUK icon

Welch Group’s Duke Energy DUK Stock Holding History

Welch Group’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
Q3 		$1.49M Sell
13,080
-2
-0% -$245 0.05% 101
2026
Q2 		$1.66M Buy
13,082
+275
+2% +$34.7K 0.06% 93
2026
Q1 		$1.68M Sell
12,807
-563
-4% -$70.4K 0.06% 91
2025
Q4 		$1.57M Buy
13,370
+549
+4% +$67K 0.06% 96
2025
Q3 		$1.59M Buy
12,821
+421
+3% +$51.1K 0.06% 89
2025
Q2 		$1.46M Buy
12,400
+81
+0.7% +$9.6K 0.06% 86
2025
Q1 		$1.47M Buy
12,319
+3
+0% +$342 0.06% 84
2024
Q4 		$1.33M Buy
12,316
+171
+1% +$19.4K 0.06% 89
2024
Q3 		$1.4M Sell
12,145
-191
-2% -$21.3K 0.06% 84
2024
Q2 		$1.24M Buy
12,336
+1,169
+10% +$117K 0.06% 86
2024
Q1 		$1.08M Sell
11,167
-13
-0.1% -$1.23K 0.05% 80
2023
Q4 		$1.08M Buy
11,180
+195
+2% +$17.7K 0.06% 85
2023
Q3 		$970K Hold
10,985
– – 0.06% 82
2023
Q2 		$986K Buy
10,985
+3
+0% +$283 0.06% 81
2023
Q1 		$1.06M Sell
10,982
-4,959
-31% -$490K 0.06% 77
2022
Q4 		$1.64M Sell
15,941
-217
-1% -$20.8K 0.09% 74
2022
Q3 		$1.5M Buy
16,158
+222
+1% +$23.8K 0.1% 69
2022
Q2 		$1.71M Sell
15,936
-136
-0.8% -$15K 0.1% 68
2022
Q1 		$1.8M Buy
16,072
+1,800
+13% +$187K 0.1% 73
2021
Q4 		$1.5M Buy
14,272
+23
+0.2% +$2.33K 0.09% 76
2021
Q3 		$1.39M Buy
14,249
+472
+3% +$48.9K 0.09% 73
2021
Q2 		$1.36M Buy
13,777
+89
+0.7% +$8.94K 0.09% 73
2021
Q1 		$1.32M Buy
13,688
+3,969
+41% +$362K 0.1% 73
2020
Q4 		$890K Buy
9,719
+601
+7% +$55.6K 0.07% 77
2020
Q3 		$807K Sell
9,118
-1,118
-11% -$92.2K 0.07% 72
2020
Q2 		$818K Sell
10,236
-198
-2% -$16.7K 0.08% 68
2020
Q1 		$844K Buy
10,434
+12
+0.1% +$1.1K 0.09% 59
2019
Q4 		$951K Buy
10,422
+356
+4% +$32.6K 0.09% 57
2019
Q3 		$965K Buy
10,066
+24
+0.2% +$2.18K 0.1% 55
2019
Q2 		$886K Buy
10,042
+3,725
+59% +$329K 0.09% 57
2019
Q1 		$569K Buy
6,317
+173
+3% +$15.3K 0.06% 67
2018
Q4 		$530K Hold
6,144
– – 0.06% 68
2018
Q3 		$492K Hold
6,144
– – 0.05% 76
2018
Q2 		$486K Buy
6,144
+414
+7% +$31.8K 0.06% 69
2018
Q1 		$444K Sell
5,730
-591
-9% -$45.7K 0.06% 74
2017
Q4 		$532K Buy
6,321
+1,743
+38% +$152K 0.08% 61
2017
Q3 		$384K Sell
4,578
-167
-4% -$14.3K 0.06% 68
2017
Q2 		$397K Buy
+4,745
New +$399K 0.07% 85
2016
Q2 		– Sell
-1,542
Closed -$124K – 126
2016
Q1 		$124K Buy
+1,542
New +$117K 0.02% 132
2015
Q3 		– Sell
-2,553
Closed -$180K – 147
2015
Q2 		$180K Hold
2,553
– – 0.03% 116
2015
Q1 		$196K Sell
2,553
-130
-5% -$10.6K 0.04% 111
2014
Q4 		$224K Buy
2,683
+1,265
+89% +$102K 0.04% 91
2014
Q3 		$106K Buy
+1,418
New +$103K 0.02% 137

Other funds holding DUK

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Welch Group's DUK Position: Q3 2026 in Review

Welch Group reduced its Duke Energy (DUK) stake by 0.02% in Q3 2026, selling an estimated $245 and leaving 13,080 shares worth $1.49M. The position accounts for 0.05% of the portfolio, ranked #101.

Welch Group first reported a position in DUK in Q3 2014 and has held it in 43 quarters since. The position peaked at $1.8M in Q1 2022. 969 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Welch Group held 13,080 shares of Duke Energy worth $1.49M as of Q3 2026.
  • Welch Group sold 2 Duke Energy shares in Q3 2026, an estimated $245.
  • Duke Energy made up 0.05% of Welch Group's portfolio in Q3 2026, its #101 holding.
  • Welch Group first reported a position in Duke Energy in Q3 2014 and has held it in 43 quarters since.
  • Welch Group's Duke Energy position peaked at $1.8M in Q1 2022.
  • 969 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.