Advisory Services Network’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.95M | Buy |
75,979
+26,671
| +54% | +$3.33M | 0.13% | 158 |
|
|
2025
Q4 | $5.78M | Sell |
49,308
-3,406
| -6% | -$416K | 0.08% | 249 |
|
|
2025
Q3 | $6.52M | Sell |
52,714
-920
| -2% | -$112K | 0.1% | 231 |
|
|
2025
Q2 | $6.52M | Buy |
53,634
+883
| +2% | +$104K | 0.11% | 206 |
|
|
2025
Q1 | $6.43M | Sell |
52,751
-13,257
| -20% | -$1.51M | 0.12% | 186 |
|
|
2024
Q4 | $7.11M | Buy |
66,008
+10,809
| +20% | +$1.22M | 0.13% | 161 |
|
|
2024
Q3 | $5.53M | Hold |
55,199
| – | – | 0.11% | 187 |
|
|
2024
Q2 | $5.53M | Sell |
55,199
-8,046
| -13% | -$805K | 0.11% | 187 |
|
|
2024
Q1 | $6.12M | Sell |
63,245
-11,706
| -16% | -$1.11M | 0.14% | 174 |
|
|
2023
Q4 | $7.27M | Sell |
74,951
-6,567
| -8% | -$597K | 0.18% | 118 |
|
|
2023
Q3 | $7.19M | Buy |
81,518
+14,701
| +22% | +$1.35M | 0.19% | 107 |
|
|
2023
Q2 | $6M | Sell |
66,817
-1,438
| -2% | -$136K | 0.16% | 139 |
|
|
2023
Q1 | $6.58M | Buy |
68,255
+4,495
| +7% | +$444K | 0.18% | 124 |
|
|
2022
Q4 | $6.57M | Buy |
63,760
+5,971
| +10% | +$573K | 0.2% | 110 |
|
|
2022
Q3 | $5.38M | Sell |
57,789
-5,198
| -8% | -$558K | 0.19% | 121 |
|
|
2022
Q2 | $6.75M | Buy |
62,987
+4,418
| +8% | +$486K | 0.23% | 98 |
|
|
2022
Q1 | $6.54M | Buy |
58,569
+6,824
| +13% | +$709K | 0.19% | 117 |
|
|
2021
Q4 | $5.43M | Buy |
51,745
+1,620
| +3% | +$164K | 0.16% | 157 |
|
|
2021
Q3 | $4.89M | Buy |
50,125
+6,190
| +14% | +$641K | 0.16% | 166 |
|
|
2021
Q2 | $4.34M | Sell |
43,935
-2,126
| -5% | -$214K | 0.14% | 189 |
|
|
2021
Q1 | $4.45M | Buy |
46,061
+6,952
| +18% | +$634K | 0.17% | 154 |
|
|
2020
Q4 | $3.58M | Sell |
39,109
-2,761
| -7% | -$255K | 0.14% | 180 |
|
|
2020
Q3 | $3.71M | Buy |
41,870
+3,110
| +8% | +$256K | 0.17% | 146 |
|
|
2020
Q2 | $3.1M | Buy |
38,760
+3,414
| +10% | +$288K | 0.17% | 153 |
|
|
2020
Q1 | $2.86M | Buy |
35,346
+302
| +0.9% | +$27.7K | 0.19% | 137 |
|
|
2019
Q4 | $3.2M | Buy |
35,044
+787
| +2% | +$72.2K | 0.17% | 152 |
|
|
2019
Q3 | $3.02M | Hold |
34,257
| – | – | 0.19% | 140 |
|
|
2019
Q2 | $3.02M | Buy |
34,257
+16,535
| +93% | +$1.46M | 0.19% | 140 |
|
|
2019
Q1 | $1.59M | Sell |
17,722
-2,258
| -11% | -$199K | 0.11% | 242 |
|
|
2018
Q4 | $1.72M | Sell |
19,980
-2,396
| -11% | -$204K | 0.15% | 173 |
|
|
2018
Q3 | $1.79M | Buy |
22,376
+168
| +0.8% | +$13.6K | 0.13% | 208 |
|
|
2018
Q2 | $1.8M | Buy |
22,208
+84
| +0.4% | +$6.46K | 0.14% | 203 |
|
|
2018
Q1 | $1.71M | Buy |
22,124
+502
| +2% | +$38.8K | 0.14% | 195 |
|
|
2017
Q4 | $1.82M | Buy |
21,622
+7,295
| +51% | +$637K | 0.16% | 166 |
|
|
2017
Q3 | $1.2M | Buy |
14,327
+1,015
| +8% | +$86.9K | 0.14% | 190 |
|
|
2017
Q2 | $1.11M | Buy |
13,312
+2,407
| +22% | +$202K | 0.15% | 190 |
|
|
2017
Q1 | $894K | Buy |
+10,905
| New | +$867K | 0.13% | 213 |
|
|
2016
Q3 | $655K | Buy |
8,181
+326
| +4% | +$27K | 0.12% | 224 |
|
|
2016
Q2 | $674K | Buy |
7,855
+135
| +2% | +$10.8K | 0.15% | 180 |
|
|
2016
Q1 | $623K | Buy |
7,720
+2,884
| +60% | +$218K | 0.17% | 163 |
|
|
2015
Q4 | $345K | Buy |
4,836
+62
| +1% | +$4.36K | 0.11% | 229 |
|
|
2015
Q3 | $343K | Buy |
4,774
+576
| +14% | +$41.7K | 0.1% | 199 |
|
|
2015
Q2 | $298K | Buy |
4,198
+112
| +3% | +$8.46K | 0.09% | 240 |
|
|
2015
Q1 | $320K | Buy |
4,086
+1,641
| +67% | +$133K | 0.09% | 223 |
|
|
2014
Q4 | $214K | Sell |
2,445
-1,009
| -29% | -$81.4K | 0.07% | 236 |
|
|
2014
Q3 | $258K | Buy |
3,454
+623
| +22% | +$45.5K | 0.09% | 222 |
|
|
2014
Q2 | $210K | Sell |
2,831
-101
| -3% | -$7.26K | 0.09% | 231 |
|
|
2014
Q1 | $209K | Sell |
2,932
-268
| -8% | -$18.7K | 0.11% | 190 |
|
|
2013
Q4 | $221K | Buy |
+3,200
| New | +$224K | 0.11% | 167 |
|
Other funds holding DUK
VCM
VPM
Advisory Services Network's DUK Position: Q1 2026 in Review
Advisory Services Network increased its Duke Energy (DUK) stake by 54% in Q1 2026, buying an estimated $3.33M and bringing the position to 75,979 shares worth $9.95M. The position accounts for 0.13% of the portfolio, ranked #158.
Advisory Services Network first reported a position in DUK in Q4 2013 and has held it in 49 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Advisory Services Network held 75,979 shares of Duke Energy worth $9.95M as of Q1 2026.
- Advisory Services Network bought 26,671 Duke Energy shares in Q1 2026, an estimated $3.33M.
- Duke Energy made up 0.13% of Advisory Services Network's portfolio in Q1 2026, its #158 holding.
- Advisory Services Network first reported a position in Duke Energy in Q4 2013 and has held it in 49 quarters since.
- 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.