Alaethes Wealth’s Duke Energy DUK Stock Holding History

Alaethes Wealth’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	$2.2M	Buy	16,802 +97	+0.6%	+$12.1K	0.63%	48
2025 Q4	$1.96M	Buy	16,705 +29	+0.2%	+$3.54K	0.55%	58
2025 Q3	$2.06M	Buy	16,676 +2,625	+19%	+$319K	0.59%	59
2025 Q2	$1.66M	Buy	+14,051	New	+$1.66M	0.5%	69
2024 Q3	–	Sell	-2,720	Closed	-$273K	–	115
2024 Q2	$273K	Hold	2,720	–	–	0.11%	99
2024 Q1	$263K	Hold	2,720	–	–	0.12%	103
2023 Q4	$264K	Sell	2,720 -35	-1%	-$3.18K	0.12%	104
2023 Q3	$243K	Buy	+2,755	New	+$253K	0.13%	101
2023 Q2	–	Sell	-3,130	Closed	-$302K	–	110
2023 Q1	$302K	Buy	3,130 +468	+18%	+$46.2K	0.18%	98
2022 Q4	$274K	Hold	2,662	–	–	0.19%	91
2022 Q3	$248K	Hold	2,662	–	–	0.18%	94
2022 Q2	$285K	Hold	2,662	–	–	0.21%	91
2022 Q1	$297K	Hold	2,662	–	–	0.19%	93
2021 Q4	$279K	Sell	2,662 -2,064	-44%	-$209K	0.18%	90
2021 Q3	$461K	Sell	4,726 -314	-6%	-$32.5K	0.34%	79
2021 Q2	$498K	Hold	5,040	–	–	0.38%	75
2021 Q1	$487K	Buy	+5,040	New	+$460K	0.45%	74

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alaethes Wealth's DUK Position: Q1 2026 in Review

Alaethes Wealth increased its Duke Energy (DUK) stake by 0.58% in Q1 2026, buying an estimated $12.1K and bringing the position to 16,802 shares worth $2.2M. The position accounts for 0.63% of the portfolio, ranked #48.

Alaethes Wealth first reported a position in DUK in Q1 2021 and has held it in 17 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Alaethes Wealth held 16,802 shares of Duke Energy worth $2.2M as of Q1 2026.
Alaethes Wealth bought 97 Duke Energy shares in Q1 2026, an estimated $12.1K.
Duke Energy made up 0.63% of Alaethes Wealth's portfolio in Q1 2026, its #48 holding.
Alaethes Wealth first reported a position in Duke Energy in Q1 2021 and has held it in 17 quarters since.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Alaethes Wealth's 13F filing for Q1 2026, filed 12 May 2026.