American Capital Advisory’s Duke Energy DUK Stock Holding History

American Capital Advisory’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	$24.5K	Buy	187 +4	+2%	+$500	0.01%	271
2025 Q4	$21.4K	Buy	183 +2	+1%	+$244	0.01%	279
2025 Q3	$22.4K	Sell	181 -2	-1%	-$243	0.01%	261
2025 Q2	$21.6K	Buy	183 +3	+2%	+$354	0.01%	258
2025 Q1	$22K	Buy	180 +14	+8%	+$1.6K	0.01%	254
2024 Q4	$17.9K	Hold	166	–	–	0.01%	261
2024 Q3	$19.1K	Hold	166	–	–	0.01%	251
2024 Q2	$16.1K	Sell	166 -7	-4%	-$700	0.01%	233
2024 Q1	$16.7K	Buy	173 +7	+4%	+$664	0.01%	208
2023 Q4	$16.1K	Buy	+166	New	+$15.1K	0.01%	233

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

American Capital Advisory's DUK Position: Q1 2026 in Review

American Capital Advisory increased its Duke Energy (DUK) stake by 2.2% in Q1 2026, buying an estimated $500 and bringing the position to 187 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #271.

American Capital Advisory first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

American Capital Advisory held 187 shares of Duke Energy worth $24.5K as of Q1 2026.
American Capital Advisory bought 4 Duke Energy shares in Q1 2026, an estimated $500.
Duke Energy made up 0.01% of American Capital Advisory's portfolio in Q1 2026, its #271 holding.
American Capital Advisory first reported a position in Duke Energy in Q4 2023 and has held it in 10 quarters since.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on American Capital Advisory's 13F filing for Q1 2026, filed 29 Apr 2026.