Whitney & Co’s Duke Energy DUK Stock Holding History

Whitney & Co’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	$236K	Sell	1,800 -135	-7%	-$16.9K	0.02%	156
2025 Q4	$227K	Buy	+1,935	New	+$236K	0.02%	162
2018 Q4	–	Sell	-392	Closed	-$33K	–	194
2018 Q3	$33K	Buy	392 +91	+30%	+$7.36K	0.01%	213
2018 Q2	$24K	Hold	301	–	–	0.01%	200
2018 Q1	$23K	Buy	+301	New	+$23.3K	0.01%	205

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Whitney & Co's DUK Position: Q1 2026 in Review

Whitney & Co reduced its Duke Energy (DUK) stake by 7% in Q1 2026, selling an estimated $16.9K and leaving 1,800 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #156.

Whitney & Co first reported a position in DUK in Q1 2018 and has held it in 5 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Whitney & Co held 1,800 shares of Duke Energy worth $236K as of Q1 2026.
Whitney & Co sold 135 Duke Energy shares in Q1 2026, an estimated $16.9K.
Duke Energy made up 0.02% of Whitney & Co's portfolio in Q1 2026, its #156 holding.
Whitney & Co first reported a position in Duke Energy in Q1 2018 and has held it in 5 quarters since.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Whitney & Co's 13F filing for Q1 2026, filed 5 May 2026.