Wilson & Boucher Capital Management’s Duke Energy DUK Stock Holding History

Wilson & Boucher Capital Management’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	$824K	Hold	6,291	–	–	0.55%	48
2025 Q4	$737K	Sell	6,291 -250	-4%	-$30.5K	0.48%	54
2025 Q3	$809K	Hold	6,541	–	–	0.53%	51
2025 Q2	$772K	Hold	6,541	–	–	0.54%	55
2025 Q1	$798K	Sell	6,541 -100	-2%	-$11.4K	0.59%	52
2024 Q4	$716K	Hold	6,641	–	–	0.51%	58
2024 Q3	$766K	Hold	6,641	–	–	0.53%	56
2024 Q2	$666K	Sell	6,641 -117	-2%	-$11.7K	0.51%	56
2024 Q1	$654K	Sell	6,758 -1,195	-15%	-$113K	0.51%	59
2023 Q4	$772K	Sell	7,953 -335	-4%	-$30.5K	0.65%	48
2023 Q3	$731K	Sell	8,288 -40	-0.5%	-$3.67K	0.7%	46
2023 Q2	$747K	Sell	8,328 -100	-1%	-$9.44K	0.67%	46
2023 Q1	$813K	Hold	8,428	–	–	0.78%	41
2022 Q4	$868K	Sell	8,428 -65	-0.8%	-$6.24K	0.89%	38
2022 Q3	$790K	Sell	8,493 -100	-1%	-$10.7K	0.92%	38
2022 Q2	$921K	Sell	8,593 -358	-4%	-$39.4K	1.01%	34
2022 Q1	$999K	Buy	8,951 +367	+4%	+$38.1K	0.91%	34
2021 Q4	$900K	Buy	+8,584	New	+$870K	0.81%	41

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

Wilson & Boucher Capital Management's DUK Position: Q1 2026 in Review

Wilson & Boucher Capital Management held its Duke Energy (DUK) position steady in Q1 2026 at 6,291 shares worth $824K. The position accounts for 0.55% of the portfolio, ranked #48.

Wilson & Boucher Capital Management first reported a position in DUK in Q4 2021 and has held it in 18 quarters since. The position peaked at $999K in Q1 2022. 2,469 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Wilson & Boucher Capital Management held 6,291 shares of Duke Energy worth $824K as of Q1 2026.
Wilson & Boucher Capital Management left its Duke Energy share count unchanged in Q1 2026.
Duke Energy made up 0.55% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #48 holding.
Wilson & Boucher Capital Management first reported a position in Duke Energy in Q4 2021 and has held it in 18 quarters since.
Wilson & Boucher Capital Management's Duke Energy position peaked at $999K in Q1 2022.
2,469 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.