AWA
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Adapt Wealth Advisors’s Duke Energy DUK Stock Holding History

Adapt Wealth 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
Q1 		$884K Sell
6,750
-175
-3% -$21.9K 0.32% 45
2025
Q4 		$812K Buy
6,925
+172
+3% +$21K 0.28% 51
2025
Q3 		$836K Buy
6,753
+103
+2% +$12.5K 0.31% 50
2025
Q2 		$785K Sell
6,650
-86
-1% -$10.1K 0.35% 34
2025
Q1 		$822K Sell
6,736
-209
-3% -$23.8K 0.4% 34
2024
Q4 		$748K Buy
6,945
+210
+3% +$23.8K 0.37% 37
2024
Q3 		$777K Hold
6,735
– – 0.42% 35
2024
Q2 		$675K Buy
6,735
+1,285
+24% +$129K 0.42% 37
2024
Q1 		$527K Buy
+5,450
New +$517K 0.38% 35

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

Adapt Wealth Advisors's DUK Position: Q1 2026 in Review

Adapt Wealth Advisors reduced its Duke Energy (DUK) stake by 2.5% in Q1 2026, selling an estimated $21.9K and leaving 6,750 shares worth $884K. The position accounts for 0.32% of the portfolio, ranked #45.

Adapt Wealth Advisors first reported a position in DUK in Q1 2024 and has held it in 9 quarters since. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Adapt Wealth Advisors held 6,750 shares of Duke Energy worth $884K as of Q1 2026.
  • Adapt Wealth Advisors sold 175 Duke Energy shares in Q1 2026, an estimated $21.9K.
  • Duke Energy made up 0.32% of Adapt Wealth Advisors's portfolio in Q1 2026, its #45 holding.
  • Adapt Wealth Advisors first reported a position in Duke Energy in Q1 2024 and has held it in 9 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Adapt Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.