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WPG Advisers’s Duke Energy DUK Stock Holding History

WPG Advisers’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 		$106K Sell
811
-233
-22% -$29.1K 0.08% 145
2025
Q4 		$122K Buy
1,044
+251
+32% +$30.6K 0.09% 142
2025
Q3 		$98.1K Sell
793
-1
-0.1% -$121 0.08% 166
2025
Q2 		$93.7K Sell
794
-4
-0.5% -$472 0.08% 168
2025
Q1 		$97.3K Sell
798
-157
-16% -$17.9K 0.09% 166
2024
Q4 		$103K Buy
+955
New +$108K 0.1% 176

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

WPG Advisers's DUK Position: Q1 2026 in Review

WPG Advisers reduced its Duke Energy (DUK) stake by 22% in Q1 2026, selling an estimated $29.1K and leaving 811 shares worth $106K. The position accounts for 0.08% of the portfolio, ranked #145.

WPG Advisers first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. The position peaked at $122K in Q4 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • WPG Advisers held 811 shares of Duke Energy worth $106K as of Q1 2026.
  • WPG Advisers sold 233 Duke Energy shares in Q1 2026, an estimated $29.1K.
  • Duke Energy made up 0.08% of WPG Advisers's portfolio in Q1 2026, its #145 holding.
  • WPG Advisers first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • WPG Advisers's Duke Energy position peaked at $122K in Q4 2025.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on WPG Advisers's 13F filing for Q1 2026, filed 30 Apr 2026.