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William B. Walkup & Associates’s Duke Energy DUK Stock Holding History

William B. Walkup & Associates’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 		$408K Buy
3,341
+204
+7% +$25.5K 0.24% 66
2025
Q4 		$368K Sell
3,137
-87
-3% -$10.6K 0.2% 72
2025
Q3 		$399K Sell
3,224
-2
-0.1% -$243 0.21% 71
2025
Q2 		$381K Sell
3,226
-115
-3% -$13.6K 0.22% 70
2025
Q1 		$408K Hold
3,341
– – 0.25% 65
2024
Q4 		$360K Sell
3,341
-17
-0.5% -$1.93K 0.23% 72
2024
Q3 		$387K Hold
3,358
– – 0.24% 72
2024
Q2 		$337K Buy
+3,358
New +$336K 0.22% 73

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

William B. Walkup & Associates's DUK Position: Q1 2026 in Review

William B. Walkup & Associates increased its Duke Energy (DUK) stake by 6.5% in Q1 2026, buying an estimated $25.5K and bringing the position to 3,341 shares worth $408K. The position accounts for 0.24% of the portfolio, ranked #66.

William B. Walkup & Associates first reported a position in DUK in Q2 2024 and has held it in 8 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • William B. Walkup & Associates held 3,341 shares of Duke Energy worth $408K as of Q1 2026.
  • William B. Walkup & Associates bought 204 Duke Energy shares in Q1 2026, an estimated $25.5K.
  • Duke Energy made up 0.24% of William B. Walkup & Associates's portfolio in Q1 2026, its #66 holding.
  • William B. Walkup & Associates first reported a position in Duke Energy in Q2 2024 and has held it in 8 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on William B. Walkup & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.