Wimmer Associates 1’s Duke Energy DUK Stock Holding History

Wimmer Associates 1’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	$398K	Buy	3,043 +50	+2%	+$6.25K	0.19%	82
2025 Q4	$351K	Sell	2,993 -63	-2%	-$7.69K	0.16%	87
2025 Q3	$378K	Hold	3,056	–	–	0.18%	81
2025 Q2	$361K	Hold	3,056	–	–	0.18%	86
2025 Q1	$346K	Hold	3,056	–	–	0.18%	86
2024 Q4	$329K	Hold	3,056	–	–	0.16%	90
2024 Q3	$352K	Sell	3,056 -55	-2%	-$6.12K	0.17%	91
2024 Q2	$312K	Sell	3,111 -66	-2%	-$6.6K	0.16%	94
2024 Q1	$307K	Hold	3,177	–	–	0.16%	95
2023 Q4	$308K	Sell	3,177 -30	-0.9%	-$2.73K	0.17%	91
2023 Q3	$283K	Hold	3,207	–	–	0.18%	92
2023 Q2	$288K	Hold	3,207	–	–	0.17%	95
2023 Q1	$309K	Sell	3,207 -120	-4%	-$11.9K	0.2%	90
2022 Q4	$343K	Sell	3,327 -250	-7%	-$24K	0.23%	83
2022 Q3	$333K	Sell	3,577 -75	-2%	-$8.05K	0.22%	86
2022 Q2	$392K	Hold	3,652	–	–	0.26%	84
2022 Q1	$408K	Sell	3,652 -30	-0.8%	-$3.12K	0.23%	87
2021 Q4	$386K	Hold	3,682	–	–	0.21%	91
2021 Q3	$359K	Buy	3,682 +90	+3%	+$9.32K	0.21%	89
2021 Q2	$355K	Buy	3,592 +30	+0.8%	+$3.01K	0.21%	87
2021 Q1	$344K	Sell	3,562 -60	-2%	-$5.48K	0.19%	86
2020 Q4	$332K	Sell	3,622 -91	-2%	-$8.42K	0.2%	85
2020 Q3	$329K	Sell	3,713 -50	-1%	-$4.12K	0.22%	82
2020 Q2	$319K	Buy	3,763 +75	+2%	+$6.34K	0.25%	81
2020 Q1	$298K	Sell	3,688 -50	-1%	-$4.59K	0.28%	75
2019 Q4	$341K	Sell	3,738 -80	-2%	-$7.33K	0.27%	80
2019 Q3	$366K	Buy	3,818 +80	+2%	+$7.28K	0.32%	73
2019 Q2	$330K	Hold	3,738	–	–	0.29%	81
2019 Q1	$336K	Hold	3,738	–	–	0.3%	80
2018 Q4	$323K	Hold	3,738	–	–	0.32%	76
2018 Q3	$299K	Sell	3,738 -120	-3%	-$9.7K	0.25%	90
2018 Q2	$305K	Sell	3,858 -60	-2%	-$4.62K	0.27%	87
2018 Q1	$304K	Buy	3,918 +180	+5%	+$13.9K	0.27%	91
2017 Q4	$314K	Hold	3,738	–	–	0.28%	88
2017 Q3	$314K	Hold	3,738	–	–	0.29%	90
2017 Q2	$312K	Sell	3,738 -1,087	-23%	-$91.4K	0.29%	92
2017 Q1	$396K	Sell	4,825 -408	-8%	-$32.4K	0.37%	76
2016 Q4	$406K	Buy	5,233 +528	+11%	+$40.4K	0.38%	75
2016 Q3	$377K	Sell	4,705 -309	-6%	-$25.6K	0.34%	81
2016 Q2	$430K	Buy	5,014 +201	+4%	+$16.1K	0.38%	72
2016 Q1	$388K	Buy	4,813 +621	+15%	+$47K	0.36%	78
2015 Q4	$299K	Buy	+4,192	New	+$295K	0.31%	80

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

Wimmer Associates 1's DUK Position: Q1 2026 in Review

Wimmer Associates 1 increased its Duke Energy (DUK) stake by 1.7% in Q1 2026, buying an estimated $6.25K and bringing the position to 3,043 shares worth $398K. The position accounts for 0.19% of the portfolio, ranked #82.

Wimmer Associates 1 first reported a position in DUK in Q4 2015 and has held it in 42 quarters since. The position peaked at $430K in Q2 2016. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Wimmer Associates 1 held 3,043 shares of Duke Energy worth $398K as of Q1 2026.
Wimmer Associates 1 bought 50 Duke Energy shares in Q1 2026, an estimated $6.25K.
Duke Energy made up 0.19% of Wimmer Associates 1's portfolio in Q1 2026, its #82 holding.
Wimmer Associates 1 first reported a position in Duke Energy in Q4 2015 and has held it in 42 quarters since.
Wimmer Associates 1's Duke Energy position peaked at $430K in Q2 2016.
2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Wimmer Associates 1's 13F filing for Q1 2026, filed 15 May 2026.