MASSACHUSETTS FINANCIAL SERVICES CO /MA/ DUK — DUKE ENERGY CORP COM

Ownership history in MASSACHUSETTS FINANCIAL SERVICES CO /MA/  ·  77 quarters on record

AI Ownership Summary

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ reported DUKE ENERGY CORP COM (DUK) in 77 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.73% in 2025 Q1. The latest visible filing shows DUK at 0.64% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DUK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MASSACHUSETTS FINANCIAL SERVICES CO /MA/'s position in DUKE ENERGY CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DUK was reported at 0.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.73% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DUK stock page MASSACHUSETTS FINANCIAL SERVICES CO /MA/ fund profile MASSACHUSETTS FINANCIAL SERVICES CO /MA/ full holdings
How MASSACHUSETTS FINANCIAL SERVICES CO /MA/ held DUK — position size vs. price
% of Fund (quarterly)    DUK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 14,391,296 -1,653,176 -10.3% 0.64% $1.90B 2026-05-14 $123.25
2025 Q4 REDUCED — — — 16,044,472 -825,100 -4.9% 0.61% $1.88B 2026-01-22 $115.72
2025 Q3 REDUCED — — — 16,869,572 -305,238 -1.8% 0.65% $2.09B 2025-10-29 $121.13
2025 Q2 REDUCED 5.2% +5.0% ❌ 17,174,810 -932,815 -5.2% 0.64% $2.03B 2025-08-08 $121.09
2025 Q1 ADDED — — — 18,107,625 +9,829 +0.1% 0.73% $2.21B 2025-05-02 $116.42
2024 Q4 ADDED — — — 18,097,796 +124,863 +0.7% 0.62% $1.95B 2025-02-12 $110.41
2024 Q3 REDUCED — — — 17,972,933 -301,658 -1.7% 0.62% $2.07B 2024-11-12 $105.14
2024 Q2 REDUCED — — — 18,274,591 -331,983 -1.8% 0.56% $1.83B 2024-08-09 $104.91
2024 Q1 REDUCED — — — 18,606,574 -92,910 -0.5% 0.54% $1.80B 2024-05-14 $94.32
2023 Q4 REDUCED — — — 18,699,484 -584,412 -3.0% 0.59% $1.81B 2024-02-08 $84.45
67 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DUK

As of 2026 Q1 — sorted by position size

Reliant Investment Partners, LLC 6.49% Bruce & Co., Inc. 3Y 7Y 5.46% Brandywine Financial Group 4.68% CINCINNATI CASUALTY CO 3Y 7Y 4.53% BCWM, LLC 3Y 7Y 4.26% Canal Insurance CO 3Y 7Y 4.22% CAPITAL & PLANNING, LLC 4.14% EDGAR LOMAX CO/VA 3Y 7Y 3.51% PURSUIT WEALTH STRATEGIES, LLC 3.48% Eliot Finkel Investment Counsel, LLC 3Y 7Y 3.39%

FAQ About MASSACHUSETTS FINANCIAL SERVICES CO /MA/ and DUK

These are the practical questions this page is built to answer before you even open the full history table.

How long has MASSACHUSETTS FINANCIAL SERVICES CO /MA/ reported owning DUK?

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ reported DUK across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DUK position in MASSACHUSETTS FINANCIAL SERVICES CO /MA/'s portfolio?

The largest reported portfolio weight for DUK was 0.73% in 2025 Q1.

What is the latest reported DUK position on this page?

The most recent filing on this page is 2026 Q1, when MASSACHUSETTS FINANCIAL SERVICES CO /MA/ reported 14,391,296 shares, equal to 0.64% of portfolio, with an estimated market value of $1.90B.

What does the chart on this DUK ownership page compare?

The chart compares MASSACHUSETTS FINANCIAL SERVICES CO /MA/'s quarterly DUK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MASSACHUSETTS FINANCIAL SERVICES CO /MA/ time their DUK position?

Based on 13F filing dates vs. subsequent DUK price moves, MASSACHUSETTS FINANCIAL SERVICES CO /MA/ correctly timed 42 out of 76 reported position changes (55%). The annualised alpha on DUK relative to SPY over the holding period was -3.5%.

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