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Advyzon Investment Management’s Duke Energy DUK Stock Holding History

Advyzon Investment Management’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 		$474K Buy
3,619
+1,794
+98% +$224K 0.04% 419
2025
Q4 		$214K Buy
+1,825
New +$223K 0.02% 550
2025
Q3 		– Sell
-1,930
Closed -$228K – 481
2025
Q2 		$228K Buy
1,930
+268
+16% +$31.6K 0.05% 335
2025
Q1 		$203K Buy
+1,662
New +$189K 0.07% 256

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

Advyzon Investment Management's DUK Position: Q1 2026 in Review

Advyzon Investment Management increased its Duke Energy (DUK) stake by 98% in Q1 2026, buying an estimated $224K and bringing the position to 3,619 shares worth $474K. The position accounts for 0.04% of the portfolio, ranked #419.

Advyzon Investment Management first reported a position in DUK in Q1 2025 and has held it in 4 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Advyzon Investment Management held 3,619 shares of Duke Energy worth $474K as of Q1 2026.
  • Advyzon Investment Management bought 1,794 Duke Energy shares in Q1 2026, an estimated $224K.
  • Duke Energy made up 0.04% of Advyzon Investment Management's portfolio in Q1 2026, its #419 holding.
  • Advyzon Investment Management first reported a position in Duke Energy in Q1 2025 and has held it in 4 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.