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Alteri Wealth’s Duke Energy DUK Stock Holding History

Alteri 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 		$223K Sell
1,701
-17
-1% -$2.13K 0.07% 264
2025
Q4 		$201K Sell
1,718
-79
-4% -$9.65K 0.07% 271
2025
Q3 		$222K Buy
1,797
+18
+1% +$2.18K 0.08% 257
2025
Q2 		$210K Sell
1,779
-57
-3% -$6.73K 0.08% 252
2025
Q1 		$224K Sell
1,836
-207
-10% -$23.6K 0.1% 229
2024
Q4 		$220K Buy
+2,043
New +$231K 0.06% 227

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

Alteri Wealth's DUK Position: Q1 2026 in Review

Alteri Wealth reduced its Duke Energy (DUK) stake by 0.99% in Q1 2026, selling an estimated $2.13K and leaving 1,701 shares worth $223K. The position accounts for 0.07% of the portfolio, ranked #264.

Alteri Wealth first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. The position peaked at $224K in Q1 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Alteri Wealth held 1,701 shares of Duke Energy worth $223K as of Q1 2026.
  • Alteri Wealth sold 17 Duke Energy shares in Q1 2026, an estimated $2.13K.
  • Duke Energy made up 0.07% of Alteri Wealth's portfolio in Q1 2026, its #264 holding.
  • Alteri Wealth first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • Alteri Wealth's Duke Energy position peaked at $224K in Q1 2025.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Alteri Wealth's 13F filing for Q1 2026, filed 6 May 2026.