Alternative Investment Advisors’s Duke Energy DUK Stock Holding History

Alternative Investment Advisors’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	$212K	Sell	1,620 -126	-7%	-$15.8K	0.09%	60
2025 Q4	$205K	Sell	1,746 -583	-25%	-$71.2K	0.09%	55
2025 Q3	$288K	Sell	2,329 -68	-3%	-$8.25K	0.13%	42
2025 Q2	$283K	Buy	2,397 +177	+8%	+$20.9K	0.14%	45
2025 Q1	$271K	Buy	2,220 +7	+0.3%	+$798	0.14%	45
2024 Q4	$238K	Buy	2,213 +23	+1%	+$2.61K	0.12%	47
2024 Q3	$252K	Buy	2,190 +188	+9%	+$20.9K	0.13%	41
2024 Q2	$201K	Buy	+2,002	New	+$200K	0.11%	41
2024 Q1	–	Sell	-2,226	Closed	-$216K	–	46
2023 Q4	$216K	Buy	+2,226	New	+$202K	0.14%	46

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

Alternative Investment Advisors's DUK Position: Q1 2026 in Review

Alternative Investment Advisors reduced its Duke Energy (DUK) stake by 7.2% in Q1 2026, selling an estimated $15.8K and leaving 1,620 shares worth $212K. The position accounts for 0.09% of the portfolio, ranked #60.

Alternative Investment Advisors first reported a position in DUK in Q4 2023 and has held it in 9 quarters since. The position peaked at $288K in Q3 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Alternative Investment Advisors held 1,620 shares of Duke Energy worth $212K as of Q1 2026.
Alternative Investment Advisors sold 126 Duke Energy shares in Q1 2026, an estimated $15.8K.
Duke Energy made up 0.09% of Alternative Investment Advisors's portfolio in Q1 2026, its #60 holding.
Alternative Investment Advisors first reported a position in Duke Energy in Q4 2023 and has held it in 9 quarters since.
Alternative Investment Advisors's Duke Energy position peaked at $288K in Q3 2025.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Alternative Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.