ZIM
DUK icon

Zacks Investment Management’s Duke Energy DUK Stock Holding History

Zacks Investment 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 		$611K Sell
4,665
-1,247
-21% -$156K ﹤0.01% 461
2025
Q4 		$693K Sell
5,912
-1,431
-19% -$175K 0.01% 454
2025
Q3 		$909K Buy
7,343
+72
+1% +$8.74K 0.01% 422
2025
Q2 		$858K Buy
7,271
+3,163
+77% +$373K 0.01% 422
2025
Q1 		$501K Buy
4,108
+84
+2% +$9.57K ﹤0.01% 477
2024
Q4 		$434K Sell
4,024
-89
-2% -$10.1K ﹤0.01% 505
2024
Q3 		$474K Buy
4,113
+16
+0.4% +$1.78K ﹤0.01% 501
2024
Q2 		$411K Buy
4,097
+1,575
+62% +$158K ﹤0.01% 477
2024
Q1 		$244K Sell
2,522
-571
-18% -$54.2K ﹤0.01% 575
2023
Q4 		$300K Buy
+3,093
New +$281K ﹤0.01% 526
2022
Q4 		– Sell
-2,324
Closed -$216K – 615
2022
Q3 		$216K Sell
2,324
-305
-12% -$32.8K ﹤0.01% 526
2022
Q2 		$282K Buy
2,629
+798
+44% +$87.7K ﹤0.01% 496
2022
Q1 		$204K Buy
+1,831
New +$190K ﹤0.01% 575
2021
Q4 		– Sell
-2,093
Closed -$204K – 633
2021
Q3 		$204K Buy
+2,093
New +$217K ﹤0.01% 577

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

Zacks Investment Management's DUK Position: Q1 2026 in Review

Zacks Investment Management reduced its Duke Energy (DUK) stake by 21% in Q1 2026, selling an estimated $156K and leaving 4,665 shares worth $611K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Zacks Investment Management first reported a position in DUK in Q3 2021 and has held it in 14 quarters since. The position peaked at $909K in Q3 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Zacks Investment Management held 4,665 shares of Duke Energy worth $611K as of Q1 2026.
  • Zacks Investment Management sold 1,247 Duke Energy shares in Q1 2026, an estimated $156K.
  • Duke Energy made up ﹤0.01% of Zacks Investment Management's portfolio in Q1 2026, its #461 holding.
  • Zacks Investment Management first reported a position in Duke Energy in Q3 2021 and has held it in 14 quarters since.
  • Zacks Investment Management's Duke Energy position peaked at $909K in Q3 2025.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.