WorldQuant Millennium Advisors
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WorldQuant Millennium Advisors’s Duke Energy DUK Stock Holding History

WorldQuant Millennium Advisors’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 		$30M Sell
229,238
-19,214
-8% -$2.4M 0.12% 181
2025
Q4 		$29.1M Buy
248,452
+92,163
+59% +$11.3M 0.11% 187
2025
Q3 		$19.3M Buy
156,289
+35,911
+30% +$4.36M 0.08% 200
2025
Q2 		$14.2M Sell
120,378
-259,284
-68% -$30.6M 0.07% 230
2025
Q1 		$46.3M Buy
379,662
+333,828
+728% +$38.1M 0.29% 100
2024
Q4 		$4.94M Buy
45,834
+18,821
+70% +$2.13M 0.03% 296
2024
Q3 		$3.11M Buy
27,013
+8,732
+48% +$972K 0.02% 317
2024
Q2 		$1.83M Hold
18,281
– – 0.02% 325
2024
Q1 		$1.77M Buy
+18,281
New +$1.73M 0.02% 291
2023
Q3 		– Sell
-22,359
Closed -$2.01M – 375
2023
Q2 		$2.01M Buy
22,359
+14,721
+193% +$1.39M 0.03% 296
2023
Q1 		$737K Hold
7,638
– – 0.01% 314
2022
Q4 		$787K Hold
7,638
– – 0.02% 296
2022
Q3 		$710K Sell
7,638
-15,131
-66% -$1.63M 0.02% 299
2022
Q2 		$2.44M Sell
22,769
-16,663
-42% -$1.83M 0.07% 240
2022
Q1 		$4.4M Buy
+39,432
New +$4.1M 0.11% 214
2021
Q4 		– Sell
-71,352
Closed -$6.96M – 332
2021
Q3 		$6.96M Hold
71,352
– – 0.15% 179
2021
Q2 		$7.04M Buy
71,352
+41,034
+135% +$4.12M 0.16% 167
2021
Q1 		$2.93M Hold
30,318
– – 0.06% 276
2020
Q4 		$2.78M Sell
30,318
-51,263
-63% -$4.74M 0.06% 281
2020
Q3 		$7.22M Buy
81,581
+366
+0.5% +$30.2K 0.17% 174
2020
Q2 		$6.49M Sell
81,215
-8,412
-9% -$711K 0.15% 191
2020
Q1 		$7.25M Buy
+89,627
New +$8.23M 0.18% 162

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

WorldQuant Millennium Advisors's DUK Position: Q1 2026 in Review

WorldQuant Millennium Advisors reduced its Duke Energy (DUK) stake by 7.7% in Q1 2026, selling an estimated $2.4M and leaving 229,238 shares worth $30M. The position accounts for 0.12% of the portfolio, ranked #181.

WorldQuant Millennium Advisors first reported a position in DUK in Q1 2020 and has held it in 22 quarters since. The position peaked at $46.3M in Q1 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • WorldQuant Millennium Advisors held 229,238 shares of Duke Energy worth $30M as of Q1 2026.
  • WorldQuant Millennium Advisors sold 19,214 Duke Energy shares in Q1 2026, an estimated $2.4M.
  • Duke Energy made up 0.12% of WorldQuant Millennium Advisors's portfolio in Q1 2026, its #181 holding.
  • WorldQuant Millennium Advisors first reported a position in Duke Energy in Q1 2020 and has held it in 22 quarters since.
  • WorldQuant Millennium Advisors's Duke Energy position peaked at $46.3M in Q1 2025.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on WorldQuant Millennium Advisors's 13F filing for Q1 2026, filed 15 May 2026.