William Blair & Company
DUK icon

William Blair & Company’s Duke Energy DUK Stock Holding History

William Blair & Company’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 		$12.1M Buy
92,529
+350
+0.4% +$43.8K 0.03% 317
2025
Q4 		$10.8M Sell
92,179
-4,120
-4% -$503K 0.03% 344
2025
Q3 		$11.9M Buy
96,299
+2,854
+3% +$346K 0.03% 320
2025
Q2 		$11M Buy
93,445
+2,257
+2% +$266K 0.03% 331
2025
Q1 		$11.1M Sell
91,188
-2,346
-3% -$267K 0.03% 312
2024
Q4 		$10.1M Sell
93,534
-173
-0.2% -$19.6K 0.03% 340
2024
Q3 		$10.8M Buy
93,707
+1,393
+2% +$155K 0.03% 334
2024
Q2 		$9.25M Buy
92,314
+2,289
+3% +$229K 0.03% 339
2024
Q1 		$8.71M Sell
90,025
-1,793
-2% -$170K 0.03% 355
2023
Q4 		$8.91M Sell
91,818
-7,512
-8% -$683K 0.03% 341
2023
Q3 		$8.77M Buy
99,330
+2,062
+2% +$189K 0.03% 326
2023
Q2 		$8.73M Sell
97,268
-567
-0.6% -$53.5K 0.03% 339
2023
Q1 		$9.44M Sell
97,835
-11,398
-10% -$1.13M 0.04% 313
2022
Q4 		$11.2M Sell
109,233
-17,928
-14% -$1.72M 0.05% 280
2022
Q3 		$11.8M Buy
127,161
+14,633
+13% +$1.57M 0.05% 266
2022
Q2 		$12.1M Buy
112,528
+1,278
+1% +$141K 0.05% 268
2022
Q1 		$12.4M Buy
111,250
+703
+0.6% +$73K 0.04% 298
2021
Q4 		$11.6M Buy
110,547
+1,358
+1% +$138K 0.04% 325
2021
Q3 		$10.7M Buy
109,189
+550
+0.5% +$56.9K 0.04% 317
2021
Q2 		$10.7M Sell
108,639
-10,765
-9% -$1.08M 0.04% 313
2021
Q1 		$11.5M Sell
119,404
-2,677
-2% -$244K 0.04% 295
2020
Q4 		$11.2M Sell
122,081
-213
-0.2% -$19.7K 0.04% 283
2020
Q3 		$10.8M Buy
122,294
+4,579
+4% +$377K 0.05% 265
2020
Q2 		$9.4M Sell
117,715
-4,570
-4% -$386K 0.04% 272
2020
Q1 		$9.89M Buy
122,285
+761
+0.6% +$69.9K 0.06% 226
2019
Q4 		$11.1M Buy
121,524
+5,085
+4% +$466K 0.06% 253
2019
Q3 		$11.2M Sell
116,439
-1,730
-1% -$157K 0.06% 241
2019
Q2 		$10.4M Sell
118,169
-44
-0% -$3.89K 0.06% 250
2019
Q1 		$10.6M Buy
118,213
+12,725
+12% +$1.12M 0.06% 246
2018
Q4 		$9.1M Buy
105,488
+3,714
+4% +$316K 0.07% 247
2018
Q3 		$8.14M Buy
101,774
+2,250
+2% +$182K 0.05% 284
2018
Q2 		$7.87M Sell
99,524
-4,190
-4% -$322K 0.05% 272
2018
Q1 		$8.04M Buy
103,714
+4,531
+5% +$350K 0.06% 268
2017
Q4 		$8.34M Buy
99,183
+4,848
+5% +$423K 0.06% 264
2017
Q3 		$7.92M Buy
94,335
+3,222
+4% +$276K 0.06% 261
2017
Q2 		$7.62M Buy
91,113
+13,229
+17% +$1.11M 0.06% 266
2017
Q1 		$6.43M Buy
77,884
+3,468
+5% +$276K 0.05% 276
2016
Q4 		$5.78M Sell
74,416
-1,217
-2% -$93.2K 0.05% 280
2016
Q3 		$6.05M Buy
75,633
+6,430
+9% +$533K 0.05% 282
2016
Q2 		$5.94M Sell
69,203
-2,633
-4% -$210K 0.06% 272
2016
Q1 		$5.8M Sell
71,836
-612
-0.8% -$46.3K 0.05% 269
2015
Q4 		$5.17M Sell
72,448
-7,614
-10% -$535K 0.05% 288
2015
Q3 		$5.76M Buy
80,062
+2,766
+4% +$200K 0.05% 299
2015
Q2 		$5.46M Sell
77,296
-2,186
-3% -$165K 0.01% 1052
2015
Q1 		$6.1M Sell
79,482
-1,743
-2% -$141K 0.01% 989
2014
Q4 		$6.79M Sell
81,225
-751
-0.9% -$60.6K 0.01% 964
2014
Q3 		$6.13M Sell
81,976
-153
-0.2% -$11.2K 0.01% 974
2014
Q2 		$6.09M Sell
82,129
-549
-0.7% -$39.5K 0.01% 966
2014
Q1 		$5.89M Buy
82,678
+8,417
+11% +$587K 0.01% 944
2013
Q4 		$5.12M Buy
74,261
+2,324
+3% +$163K 0.01% 936
2013
Q3 		$4.8M Buy
71,937
+1,626
+2% +$111K 0.01% 908
2013
Q2 		$4.75M Buy
+70,311
New +$4.97M 0.01% 888

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 Blair & Company's DUK Position: Q1 2026 in Review

William Blair & Company increased its Duke Energy (DUK) stake by 0.38% in Q1 2026, buying an estimated $43.8K and bringing the position to 92,529 shares worth $12.1M. The position accounts for 0.03% of the portfolio, ranked #317.

William Blair & Company first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.4M in Q1 2022. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • William Blair & Company held 92,529 shares of Duke Energy worth $12.1M as of Q1 2026.
  • William Blair & Company bought 350 Duke Energy shares in Q1 2026, an estimated $43.8K.
  • Duke Energy made up 0.03% of William Blair & Company's portfolio in Q1 2026, its #317 holding.
  • William Blair & Company first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
  • William Blair & Company's Duke Energy position peaked at $12.4M in Q1 2022.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.