AO
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Advisor OS’s Duke Energy DUK Stock Holding History

Advisor OS’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 		$2.04M Sell
15,566
-1,009
-6% -$126K 0.15% 102
2025
Q4 		$1.94M Buy
16,575
+211
+1% +$25.8K 0.16% 100
2025
Q3 		$2.02M Buy
16,364
+407
+3% +$49.4K 0.17% 81
2025
Q2 		$1.88M Buy
15,957
+2,173
+16% +$256K 0.19% 78
2025
Q1 		$1.68M Buy
13,784
+767
+6% +$87.4K 0.19% 74
2024
Q4 		$1.4M Buy
13,017
+1,299
+11% +$147K 0.16% 95
2024
Q3 		$1.35M Buy
11,718
+713
+6% +$79.4K 0.13% 120
2024
Q2 		$1.1M Buy
11,005
+1,588
+17% +$159K 0.12% 151
2024
Q1 		$911K Buy
9,417
+4,253
+82% +$403K 0.1% 175
2023
Q4 		$501K Buy
5,164
+1,204
+30% +$110K 0.07% 213
2023
Q3 		$349K Sell
3,960
-4,871
-55% -$447K 0.05% 218
2023
Q2 		$793K Sell
8,831
-3,659
-29% -$345K 0.13% 160
2023
Q1 		$1.2M Sell
12,490
-619
-5% -$61.1K 0.29% 89
2022
Q4 		$1.35M Buy
13,109
+3,437
+36% +$330K 0.36% 69
2022
Q3 		$900K Sell
9,672
-325
-3% -$34.9K 0.27% 78
2022
Q2 		$1.07M Buy
9,997
+3,520
+54% +$387K 0.31% 70
2022
Q1 		$724K Buy
6,477
+1,450
+29% +$151K 0.21% 113
2021
Q4 		$528K Buy
5,027
+589
+13% +$59.7K 0.11% 160
2021
Q3 		$433K Buy
4,438
+561
+14% +$58.1K 0.09% 162
2021
Q2 		$383K Buy
3,877
+1,707
+79% +$171K 0.08% 167
2021
Q1 		$208K Buy
+2,170
New +$198K 0.05% 190
2020
Q4 		– Sell
-2,587
Closed -$229K – 142
2020
Q3 		$229K Sell
2,587
-2,751
-52% -$227K 0.1% 97
2020
Q2 		$426K Buy
+5,338
New +$451K 0.25% 81

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

Advisor OS's DUK Position: Q1 2026 in Review

Advisor OS reduced its Duke Energy (DUK) stake by 6.1% in Q1 2026, selling an estimated $126K and leaving 15,566 shares worth $2.04M. The position accounts for 0.15% of the portfolio, ranked #102.

Advisor OS first reported a position in DUK in Q2 2020 and has held it in 23 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Advisor OS held 15,566 shares of Duke Energy worth $2.04M as of Q1 2026.
  • Advisor OS sold 1,009 Duke Energy shares in Q1 2026, an estimated $126K.
  • Duke Energy made up 0.15% of Advisor OS's portfolio in Q1 2026, its #102 holding.
  • Advisor OS first reported a position in Duke Energy in Q2 2020 and has held it in 23 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.