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AmeriFlex Group’s Duke Energy DUK Stock Holding History

AmeriFlex Group’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 		$495K Buy
3,780
+611
+19% +$76.4K 0.25% 86
2025
Q4 		$371K Sell
3,169
-2,973
-48% -$363K 0.19% 112
2025
Q3 		$760K Buy
6,142
+2,498
+69% +$303K 0.29% 68
2025
Q2 		$424K Buy
3,644
+478
+15% +$56.4K 0.22% 88
2025
Q1 		$386K Hold
3,166
– – 0.16% 140
2024
Q4 		$355K Buy
+3,166
New +$359K 0.16% 135

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

AmeriFlex Group's DUK Position: Q1 2026 in Review

AmeriFlex Group increased its Duke Energy (DUK) stake by 19% in Q1 2026, buying an estimated $76.4K and bringing the position to 3,780 shares worth $495K. The position accounts for 0.25% of the portfolio, ranked #86.

AmeriFlex Group first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. The position peaked at $760K in Q3 2025. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • AmeriFlex Group held 3,780 shares of Duke Energy worth $495K as of Q1 2026.
  • AmeriFlex Group bought 611 Duke Energy shares in Q1 2026, an estimated $76.4K.
  • Duke Energy made up 0.25% of AmeriFlex Group's portfolio in Q1 2026, its #86 holding.
  • AmeriFlex Group first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • AmeriFlex Group's Duke Energy position peaked at $760K in Q3 2025.
  • 2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.