1620 Investment Advisors’s Duke Energy DUK Stock Holding History

1620 Investment Advisors’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 Q2	$42.8K	Hold	338	–	–	0.03%	338
2026 Q1	$44.3K	Sell	338 -15	-4%	-$1.88K	0.03%	315
2025 Q4	$41.4K	Hold	353	–	–	0.03%	322
2025 Q3	$43.7K	Sell	353 -45	-11%	-$5.46K	0.03%	309
2025 Q2	$47K	Hold	398	–	–	0.03%	312
2025 Q1	$48.6K	Hold	398	–	–	0.04%	298
2024 Q4	$42.9K	Sell	398 -30	-7%	-$3.4K	0.03%	317
2024 Q3	$49.4K	Sell	428 -38	-8%	-$4.23K	0.04%	302
2024 Q2	$46.7K	Buy	+466	New	+$46.6K	0.04%	303

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

1620 Investment Advisors's DUK Position: Q2 2026 in Review

1620 Investment Advisors held its Duke Energy (DUK) position steady in Q2 2026 at 338 shares worth $42.8K. The position accounts for 0.03% of the portfolio, ranked #338.

1620 Investment Advisors first reported a position in DUK in Q2 2024 and has held it in 9 quarters since. The position peaked at $49.4K in Q3 2024. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

1620 Investment Advisors held 338 shares of Duke Energy worth $42.8K as of Q2 2026.
1620 Investment Advisors left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.03% of 1620 Investment Advisors's portfolio in Q2 2026, its #338 holding.
1620 Investment Advisors first reported a position in Duke Energy in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's Duke Energy position peaked at $49.4K in Q3 2024.
2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.