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West Family Investments’s Duke Energy DUK Stock Holding History

West Family 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 		$928K Sell
7,087
-1,479
-17% -$185K 0.33% 51
2025
Q4 		$1M Sell
8,566
-1,102
-11% -$135K 0.24% 83
2025
Q3 		$1.2M Buy
9,668
+1,355
+16% +$164K 0.27% 81
2025
Q2 		$981K Buy
8,313
+1,677
+25% +$198K 0.26% 78
2025
Q1 		$809K Sell
6,636
-387
-6% -$44.1K 0.3% 66
2024
Q4 		$757K Sell
7,023
-262
-4% -$29.7K 0.26% 76
2024
Q3 		$840K Buy
7,285
+456
+7% +$50.8K 0.29% 66
2024
Q2 		$684K Hold
6,829
– – 0.21% 85
2024
Q1 		$660K Buy
6,829
+663
+11% +$62.9K 0.2% 87
2023
Q4 		$598K Buy
6,166
+2,741
+80% +$249K 0.2% 85
2023
Q3 		$302K Sell
3,425
-5,941
-63% -$545K 0.11% 158
2023
Q2 		$841K Buy
9,366
+6,981
+293% +$659K 0.33% 68
2023
Q1 		$230K Sell
2,385
-3,773
-61% -$373K 0.09% 163
2022
Q4 		$634K Buy
6,158
+380
+7% +$36.5K 0.22% 84
2022
Q3 		$537K Sell
5,778
-629
-10% -$67.6K 0.22% 95
2022
Q2 		$687K Sell
6,407
-262
-4% -$28.8K 0.27% 73
2022
Q1 		$745K Buy
6,669
+4,384
+192% +$455K 0.21% 76
2021
Q4 		$240K Sell
2,285
-6,303
-73% -$639K 0.07% 254
2021
Q3 		$838K Buy
8,588
+4,031
+88% +$417K 0.22% 86
2021
Q2 		$450K Buy
+4,557
New +$458K 0.12% 150

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

West Family Investments's DUK Position: Q1 2026 in Review

West Family Investments reduced its Duke Energy (DUK) stake by 17% in Q1 2026, selling an estimated $185K and leaving 7,087 shares worth $928K. The position accounts for 0.33% of the portfolio, ranked #51.

West Family Investments first reported a position in DUK in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.2M in Q3 2025. 2,475 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • West Family Investments held 7,087 shares of Duke Energy worth $928K as of Q1 2026.
  • West Family Investments sold 1,479 Duke Energy shares in Q1 2026, an estimated $185K.
  • Duke Energy made up 0.33% of West Family Investments's portfolio in Q1 2026, its #51 holding.
  • West Family Investments first reported a position in Duke Energy in Q2 2021 and has held it in 20 quarters since.
  • West Family Investments's Duke Energy position peaked at $1.2M in Q3 2025.
  • 2,475 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.