WCM
DUK icon

Winthrop Capital Management’s Duke Energy DUK Stock Holding History

Winthrop 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 		$1.35M Buy
10,320
+298
+3% +$37.3K 0.35% 60
2025
Q4 		$1.18M Sell
10,022
-151
-1% -$18.4K 0.27% 65
2025
Q3 		$1.26M Buy
10,173
+145
+1% +$17.6K 0.3% 60
2025
Q2 		$1.18M Buy
10,028
+48
+0.5% +$5.66K 0.3% 64
2025
Q1 		$1.22M Buy
9,980
+237
+2% +$27K 0.33% 62
2024
Q4 		$1.05M Buy
9,743
+300
+3% +$34K 0.28% 71
2024
Q3 		$1.09M Buy
9,443
+651
+7% +$72.5K 0.52% 35
2024
Q2 		$881K Buy
8,792
+148
+2% +$14.8K 0.44% 36
2024
Q1 		$836K Buy
8,644
+93
+1% +$8.82K 0.39% 40
2023
Q4 		$830K Buy
+8,551
New +$778K 0.27% 77

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

Winthrop Capital Management's DUK Position: Q1 2026 in Review

Winthrop Capital Management increased its Duke Energy (DUK) stake by 3% in Q1 2026, buying an estimated $37.3K and bringing the position to 10,320 shares worth $1.35M. The position accounts for 0.35% of the portfolio, ranked #60.

Winthrop Capital Management first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Winthrop Capital Management held 10,320 shares of Duke Energy worth $1.35M as of Q1 2026.
  • Winthrop Capital Management bought 298 Duke Energy shares in Q1 2026, an estimated $37.3K.
  • Duke Energy made up 0.35% of Winthrop Capital Management's portfolio in Q1 2026, its #60 holding.
  • Winthrop Capital Management first reported a position in Duke Energy in Q4 2023 and has held it in 10 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.