1 North Wealth Services’s Duke Energy DUK Stock Holding History

1 North Wealth Services’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	$24K	Hold	183	–	–	0.01%	116
2025 Q4	$21.4K	Hold	183	–	–	0.01%	124
2025 Q3	$22.6K	Hold	183	–	–	0.01%	112
2025 Q2	$21.6K	Hold	183	–	–	0.01%	114
2025 Q1	$22.3K	Buy	+183	New	+$20.9K	0.01%	110
2019 Q4	$109K	Buy	1,190 +998	+520%	+$91.5K	0.07%	72
2019 Q3	$18K	Buy	+192	New	+$17.5K	0.01%	123
2019 Q1	$3K	Hold	33	–	–	﹤0.01%	231
2018 Q4	$3K	Buy	+33	New	+$2.81K	﹤0.01%	225

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1 North Wealth Services's DUK Position: Q1 2026 in Review

1 North Wealth Services held its Duke Energy (DUK) position steady in Q1 2026 at 183 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #116.

1 North Wealth Services first reported a position in DUK in Q4 2018 and has held it in 9 quarters since. The position peaked at $109K in Q4 2019. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

1 North Wealth Services held 183 shares of Duke Energy worth $24K as of Q1 2026.
1 North Wealth Services left its Duke Energy share count unchanged in Q1 2026.
Duke Energy made up 0.01% of 1 North Wealth Services's portfolio in Q1 2026, its #116 holding.
1 North Wealth Services first reported a position in Duke Energy in Q4 2018 and has held it in 9 quarters since.
1 North Wealth Services's Duke Energy position peaked at $109K in Q4 2019.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on 1 North Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.