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Abound Financial’s Duke Energy DUK Stock Holding History

Abound Financial’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 		$42.3K Hold
323
– – 0.02% 126
2025
Q4 		$37.9K Sell
323
-1,778
-85% -$217K 0.01% 136
2025
Q3 		$260K Buy
2,101
+15
+0.7% +$1.82K 0.1% 58
2025
Q2 		$246K Buy
2,086
+16
+0.8% +$1.89K 0.11% 57
2025
Q1 		$252K Buy
2,070
+16
+0.8% +$1.82K 0.13% 57
2024
Q4 		$221K Buy
+2,054
New +$233K 0.11% 66

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

Abound Financial's DUK Position: Q1 2026 in Review

Abound Financial held its Duke Energy (DUK) position steady in Q1 2026 at 323 shares worth $42.3K. The position accounts for 0.02% of the portfolio, ranked #126.

Abound Financial first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. The position peaked at $260K in Q3 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Abound Financial held 323 shares of Duke Energy worth $42.3K as of Q1 2026.
  • Abound Financial left its Duke Energy share count unchanged in Q1 2026.
  • Duke Energy made up 0.02% of Abound Financial's portfolio in Q1 2026, its #126 holding.
  • Abound Financial first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • Abound Financial's Duke Energy position peaked at $260K in Q3 2025.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.