WIS
DUK icon

Wright Investors Service’s Duke Energy DUK Stock Holding History

Wright Investors Service’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 		$481K Buy
3,671
+12
+0.3% +$1.5K 0.15% 120
2025
Q4 		$429K Sell
3,659
-112
-3% -$13.7K 0.13% 130
2025
Q3 		$467K Sell
3,771
-226
-6% -$27.4K 0.14% 123
2025
Q2 		$472K Buy
3,997
+120
+3% +$14.2K 0.14% 121
2025
Q1 		$473K Sell
3,877
-371
-9% -$42.3K 0.16% 117
2024
Q4 		$458K Sell
4,248
-8,898
-68% -$1.01M 0.15% 117
2024
Q3 		$1.52M Sell
13,146
-5,263
-29% -$586K 0.4% 73
2024
Q2 		$1.85M Sell
18,409
-5,472
-23% -$547K 0.49% 61
2024
Q1 		$2.31M Buy
23,881
+163
+0.7% +$15.5K 0.59% 60
2023
Q4 		$2.3M Sell
23,718
-4,067
-15% -$370K 0.65% 54
2023
Q3 		$2.45M Buy
27,785
+426
+2% +$39.1K 0.71% 45
2023
Q2 		$2.46M Sell
27,359
-2,719
-9% -$257K 0.69% 53
2023
Q1 		$2.9M Sell
30,078
-490
-2% -$48.4K 0.82% 40
2022
Q4 		$3.15M Buy
30,568
+761
+3% +$73K 0.9% 37
2022
Q3 		$2.77M Sell
29,807
-2,280
-7% -$245K 0.87% 36
2022
Q2 		$3.44M Buy
32,087
+1,609
+5% +$177K 0.98% 31
2022
Q1 		$3.4M Buy
30,478
+563
+2% +$58.5K 0.85% 42
2021
Q4 		$3.14M Buy
29,915
+2,256
+8% +$229K 0.79% 39
2021
Q3 		$2.7M Buy
27,659
+1,803
+7% +$187K 0.77% 40
2021
Q2 		$2.55M Buy
25,856
+1,000
+4% +$100K 0.69% 47
2021
Q1 		$2.4M Buy
24,856
+3,701
+17% +$338K 0.73% 47
2020
Q4 		$1.94M Buy
21,155
+688
+3% +$63.6K 0.67% 49
2020
Q3 		$1.81M Sell
20,467
-2,312
-10% -$191K 0.65% 49
2020
Q2 		$1.82M Buy
22,779
+5,305
+30% +$448K 0.7% 42
2020
Q1 		$1.41M Buy
17,474
+573
+3% +$52.6K 0.61% 54
2019
Q4 		$1.54M Sell
16,901
-3,347
-17% -$307K 0.53% 59
2019
Q3 		$1.94M Buy
20,248
+6,584
+48% +$599K 0.7% 47
2019
Q2 		$1.21M Buy
13,664
+928
+7% +$82K 0.46% 65
2019
Q1 		$1.15M Buy
12,736
+946
+8% +$83.4K 0.46% 63
2018
Q4 		$1.02M Sell
11,790
-347
-3% -$29.5K 0.44% 65
2018
Q3 		$971K Buy
12,137
+606
+5% +$49K 0.36% 71
2018
Q2 		$912K Sell
11,531
-30
-0.3% -$2.31K 0.36% 71
2018
Q1 		$896K Buy
11,561
+841
+8% +$65K 0.31% 90
2017
Q4 		$902K Sell
10,720
-185
-2% -$16.2K 0.3% 83
2017
Q3 		$915K Buy
10,905
+164
+2% +$14K 0.33% 85
2017
Q2 		$898K Buy
10,741
+2,537
+31% +$213K 0.34% 79
2017
Q1 		$673K Buy
8,204
+460
+6% +$36.6K 0.27% 114
2016
Q4 		$601K Buy
7,744
+47
+0.6% +$3.6K 0.26% 127
2016
Q3 		$616K Sell
7,697
-1,243
-14% -$103K 0.26% 122
2016
Q2 		$767K Buy
8,940
+143
+2% +$11.4K 0.32% 108
2016
Q1 		$710K Buy
8,797
+1,440
+20% +$109K 0.28% 121
2015
Q4 		$525K Buy
7,357
+1,053
+17% +$74K 0.19% 174
2015
Q3 		$454K Sell
6,304
-405
-6% -$29.3K 0.21% 142
2015
Q2 		$474K Sell
6,709
-4
-0.1% -$302 0.23% 130
2015
Q1 		$515K Sell
6,713
-84
-1% -$6.82K 0.25% 128
2014
Q4 		$568K Buy
6,797
+125
+2% +$10.1K 0.28% 121
2014
Q3 		$499K Sell
6,672
-936
-12% -$68.3K 0.25% 119
2014
Q2 		$564K Buy
7,608
+676
+10% +$48.6K 0.25% 124
2014
Q1 		$494K Sell
6,932
-300
-4% -$20.9K 0.22% 143
2013
Q4 		$499K Buy
7,232
+20
+0.3% +$1.4K 0.22% 137
2013
Q3 		$482K Sell
7,212
-275
-4% -$18.8K 0.22% 141
2013
Q2 		$505K Buy
+7,487
New +$529K 0.24% 128

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

Wright Investors Service's DUK Position: Q1 2026 in Review

Wright Investors Service increased its Duke Energy (DUK) stake by 0.33% in Q1 2026, buying an estimated $1.5K and bringing the position to 3,671 shares worth $481K. The position accounts for 0.15% of the portfolio, ranked #120.

Wright Investors Service first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.44M in Q2 2022. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Wright Investors Service held 3,671 shares of Duke Energy worth $481K as of Q1 2026.
  • Wright Investors Service bought 12 Duke Energy shares in Q1 2026, an estimated $1.5K.
  • Duke Energy made up 0.15% of Wright Investors Service's portfolio in Q1 2026, its #120 holding.
  • Wright Investors Service first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
  • Wright Investors Service's Duke Energy position peaked at $3.44M in Q2 2022.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Wright Investors Service's 13F filing for Q1 2026, filed 29 Apr 2026.