Wilkins Investment Counsel’s Duke Energy DUK Stock Holding History

Wilkins Investment Counsel’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	$695K	Hold	5,309	–	–	0.1%	84
2025 Q4	$622K	Buy	5,309 +140	+3%	+$17.1K	0.09%	89
2025 Q3	$640K	Buy	5,169 +300	+6%	+$36.4K	0.09%	93
2025 Q2	$575K	Sell	4,869 -466	-9%	-$55K	0.08%	95
2025 Q1	$651K	Sell	5,335 -230	-4%	-$26.2K	0.09%	90
2024 Q4	$600K	Hold	5,565	–	–	0.09%	95
2024 Q3	$642K	Buy	5,565 +540	+11%	+$60.1K	0.09%	94
2024 Q2	$504K	Sell	5,025 -120	-2%	-$12K	0.08%	98
2024 Q1	$498K	Buy	5,145 +1,024	+25%	+$97.1K	0.07%	98
2023 Q4	$400K	Hold	4,121	–	–	0.1%	68
2023 Q3	$364K	Hold	4,121	–	–	0.1%	66
2023 Q2	$370K	Hold	4,121	–	–	0.1%	69
2023 Q1	$398K	Hold	4,121	–	–	0.1%	65
2022 Q4	$424K	Hold	4,121	–	–	0.11%	65
2022 Q3	$383K	Hold	4,121	–	–	0.11%	65
2022 Q2	$442K	Hold	4,121	–	–	0.12%	65
2022 Q1	$460K	Hold	4,121	–	–	0.1%	68
2021 Q4	$432K	Hold	4,121	–	–	0.1%	69
2021 Q3	$402K	Hold	4,121	–	–	0.1%	68
2021 Q2	$407K	Hold	4,121	–	–	0.1%	67
2021 Q1	$398K	Sell	4,121 -586	-12%	-$53.5K	0.1%	66
2020 Q4	$431K	Sell	4,707 -700	-13%	-$64.8K	0.12%	63
2020 Q3	$479K	Hold	5,407	–	–	0.14%	61
2020 Q2	$432K	Hold	5,407	–	–	0.14%	61
2020 Q1	$437K	Sell	5,407 -348	-6%	-$32K	0.16%	59
2019 Q4	$525K	Hold	5,755	–	–	0.15%	62
2019 Q3	$552K	Hold	5,755	–	–	0.17%	62
2019 Q2	$508K	Sell	5,755 -100	-2%	-$8.84K	0.15%	64
2019 Q1	$527K	Hold	5,855	–	–	0.16%	62
2018 Q4	$505K	Hold	5,855	–	–	0.17%	61
2018 Q3	$469K	Hold	5,855	–	–	0.14%	64
2018 Q2	$463K	Hold	5,855	–	–	0.15%	64
2018 Q1	$454K	Sell	5,855 -1,283	-18%	-$99.2K	0.14%	64
2017 Q4	$600K	Sell	7,138 -348	-5%	-$30.4K	0.18%	63
2017 Q3	$628K	Hold	7,486	–	–	0.19%	62
2017 Q2	$626K	Hold	7,486	–	–	0.2%	62
2017 Q1	$614K	Hold	7,486	–	–	0.2%	61
2016 Q4	$581K	Hold	7,486	–	–	0.19%	64
2016 Q3	$599K	Hold	7,486	–	–	0.2%	60
2016 Q2	$642K	Sell	7,486 -322	-4%	-$25.7K	0.22%	60
2016 Q1	$630K	Hold	7,808	–	–	0.23%	58
2015 Q4	$557K	Sell	7,808 -288	-4%	-$20.2K	0.21%	62
2015 Q3	$582K	Hold	8,096	–	–	0.22%	60
2015 Q2	$572K	Sell	8,096 -1,100	-12%	-$83.1K	0.21%	61
2015 Q1	$706K	Hold	9,196	–	–	0.25%	57
2014 Q4	$768K	Hold	9,196	–	–	0.27%	56
2014 Q3	$688K	Hold	9,196	–	–	0.25%	56
2014 Q2	$682K	Sell	9,196 -522	-5%	-$37.5K	0.24%	55
2014 Q1	$692K	Hold	9,718	–	–	0.26%	54
2013 Q4	$671K	Sell	9,718 -575	-6%	-$40.2K	0.28%	48
2013 Q3	$687K	Sell	10,293 -170	-2%	-$11.6K	0.31%	46
2013 Q2	$706K	Buy	+10,463	New	+$740K	0.33%	46

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 $315B AUM 27.84% 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

Wilkins Investment Counsel's DUK Position: Q1 2026 in Review

Wilkins Investment Counsel held its Duke Energy (DUK) position steady in Q1 2026 at 5,309 shares worth $695K. The position accounts for 0.1% of the portfolio, ranked #84.

Wilkins Investment Counsel first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. The position peaked at $768K in Q4 2014. 2,469 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Wilkins Investment Counsel held 5,309 shares of Duke Energy worth $695K as of Q1 2026.
Wilkins Investment Counsel left its Duke Energy share count unchanged in Q1 2026.
Duke Energy made up 0.1% of Wilkins Investment Counsel's portfolio in Q1 2026, its #84 holding.
Wilkins Investment Counsel first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
Wilkins Investment Counsel's Duke Energy position peaked at $768K in Q4 2014.
2,469 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Wilkins Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.