Alta Advisers’s Duke Energy DUK Stock Holding History

Alta Advisers’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	$393K	Hold	3,000	–	–	0.14%	104
2025 Q4	$352K	Sell	3,000 -900	-23%	-$110K	0.13%	113
2025 Q3	$483K	Hold	3,900	–	–	0.15%	110
2025 Q2	$460K	Hold	3,900	–	–	0.16%	113
2025 Q1	$476K	Buy	3,900 +1,400	+56%	+$160K	0.2%	100
2024 Q4	$269K	Buy	2,500 +600	+32%	+$68K	0.17%	116
2024 Q3	$219K	Hold	1,900	–	–	0.1%	128
2024 Q2	$190K	Hold	1,900	–	–	0.09%	140
2024 Q1	$184K	Hold	1,900	–	–	0.09%	149
2023 Q4	$184K	Hold	1,900	–	–	0.1%	123
2023 Q3	$168K	Hold	1,900	–	–	0.1%	127
2023 Q2	$171K	Hold	1,900	–	–	0.1%	130
2023 Q1	$183K	Hold	1,900	–	–	0.11%	109
2022 Q4	$196K	Hold	1,900	–	–	0.12%	103
2022 Q3	$177K	Buy	+1,900	New	+$204K	0.11%	101

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

Alta Advisers's DUK Position: Q1 2026 in Review

Alta Advisers held its Duke Energy (DUK) position steady in Q1 2026 at 3,000 shares worth $393K. The position accounts for 0.14% of the portfolio, ranked #104.

Alta Advisers first reported a position in DUK in Q3 2022 and has held it in 15 quarters since. The position peaked at $483K in Q3 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Alta Advisers held 3,000 shares of Duke Energy worth $393K as of Q1 2026.
Alta Advisers left its Duke Energy share count unchanged in Q1 2026.
Duke Energy made up 0.14% of Alta Advisers's portfolio in Q1 2026, its #104 holding.
Alta Advisers first reported a position in Duke Energy in Q3 2022 and has held it in 15 quarters since.
Alta Advisers's Duke Energy position peaked at $483K in Q3 2025.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.