Wells Fargo
DUK icon

Wells Fargo’s Duke Energy DUK Stock Holding History

Wells Fargo’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
2025
Q4 		– Sell
-100
Closed -$12.4K – 7177
2025
Q3 		$12.4K Hold
100
– – ﹤0.01% 5904
2025
Q2 		$11.8K Hold
100
– – ﹤0.01% 5908
2025
Q1 		$12.2K Buy
+100
New +$11.4K ﹤0.01% 5848
2024
Q1 		– Sell
-1,900
Closed -$184K – 7552
2023
Q4 		$184K Buy
+1,900
New +$173K ﹤0.01% 4511

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

Wells Fargo's DUK Position: Q1 2026 in Review

Wells Fargo increased its Duke Energy (DUK) stake by 3.3% in Q1 2026, buying an estimated $15.7M and bringing the position to 3,886,189 shares worth $509M. The position accounts for 0.1% of the portfolio, ranked #199.

Wells Fargo first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Wells Fargo held 3,886,189 shares of Duke Energy worth $509M as of Q1 2026.
  • Wells Fargo bought 125,790 Duke Energy shares in Q1 2026, an estimated $15.7M.
  • Duke Energy made up 0.1% of Wells Fargo's portfolio in Q1 2026, its #199 holding.
  • Wells Fargo first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
  • 2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.