Arax Advisory Partners’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.77M | Sell |
13,592
-7,082
| -34% | -$885K | 0.05% | 301 |
|
|
2025
Q4 | $2.42M | Sell |
20,674
-1,525
| -7% | -$186K | 0.07% | 203 |
|
|
2025
Q3 | $2.75M | Buy |
22,199
+9,019
| +68% | +$1.09M | 0.04% | 383 |
|
|
2025
Q2 | $1.56M | Buy |
13,180
+4,414
| +50% | +$521K | 0.07% | 174 |
|
|
2025
Q1 | $1.07M | Buy |
8,766
+1,225
| +16% | +$140K | 0.07% | 174 |
|
|
2024
Q4 | $812K | Buy |
7,541
+5,405
| +253% | +$612K | 0.05% | 204 |
|
|
2024
Q3 | $246K | Buy |
2,136
+41
| +2% | +$4.56K | 0.02% | 310 |
|
|
2024
Q2 | $210K | Buy |
2,095
+96
| +5% | +$9.6K | 0.02% | 320 |
|
|
2024
Q1 | $193K | Buy |
1,999
+293
| +17% | +$27.8K | 0.02% | 295 |
|
|
2023
Q4 | $166K | Sell |
1,706
-39
| -2% | -$3.55K | 0.02% | 308 |
|
|
2023
Q3 | $154K | Buy |
1,745
+61
| +4% | +$5.59K | 0.02% | 293 |
|
|
2023
Q2 | $151K | Sell |
1,684
-143
| -8% | -$13.5K | 0.02% | 286 |
|
|
2023
Q1 | $176K | Buy |
1,827
+94
| +5% | +$9.29K | 0.02% | 252 |
|
|
2022
Q4 | $178K | Sell |
1,733
-54
| -3% | -$5.18K | 0.02% | 243 |
|
|
2022
Q3 | $166K | Buy |
1,787
+212
| +13% | +$22.8K | 0.03% | 231 |
|
|
2022
Q2 | $169K | Buy |
1,575
+20
| +1% | +$2.2K | 0.03% | 238 |
|
|
2022
Q1 | $174K | Buy |
1,555
+34
| +2% | +$3.53K | 0.02% | 260 |
|
|
2021
Q4 | $160K | Buy |
1,521
+25
| +2% | +$2.53K | 0.02% | 267 |
|
|
2021
Q3 | $146K | Buy |
1,496
+18
| +1% | +$1.86K | 0.02% | 266 |
|
|
2021
Q2 | $146K | Buy |
+1,478
| New | +$148K | 0.02% | 273 |
|
|
2020
Q4 | $131K | Sell |
1,435
-25
| -2% | -$2.31K | 0.02% | 255 |
|
|
2020
Q3 | $129K | Buy |
1,460
+8
| +0.6% | +$659 | 0.02% | 237 |
|
|
2020
Q2 | $116K | Buy |
1,452
+8
| +0.6% | +$676 | 0.02% | 239 |
|
|
2020
Q1 | $117K | Sell |
1,444
-701
| -33% | -$64.4K | 0.03% | 211 |
|
|
2019
Q4 | $196K | Buy |
2,145
+15
| +0.7% | +$1.38K | 0.06% | 157 |
|
|
2019
Q3 | $204K | Buy |
2,130
+14
| +0.7% | +$1.27K | 0.06% | 150 |
|
|
2019
Q2 | $187K | Buy |
+2,116
| New | +$187K | 0.06% | 150 |
|
|
2018
Q4 | $180K | Sell |
2,086
-742
| -26% | -$63.2K | 0.07% | 134 |
|
|
2018
Q3 | $226K | Sell |
2,828
-145
| -5% | -$11.7K | 0.09% | 112 |
|
|
2018
Q2 | $235K | Buy |
2,973
+22
| +0.7% | +$1.69K | 0.1% | 84 |
|
|
2018
Q1 | $228K | Sell |
2,951
-637
| -18% | -$49.2K | 0.12% | 70 |
|
|
2017
Q4 | $301K | Buy |
3,588
+211
| +6% | +$18.4K | 0.13% | 65 |
|
|
2017
Q3 | $283K | Buy |
3,377
+130
| +4% | +$11.1K | 0.14% | 66 |
|
|
2017
Q2 | $271K | Buy |
3,247
+133
| +4% | +$11.2K | 0.13% | 66 |
|
|
2017
Q1 | $255K | Buy |
3,114
+93
| +3% | +$7.39K | 0.12% | 59 |
|
|
2016
Q4 | $234K | Buy |
+3,021
| New | +$231K | 0.12% | 51 |
|
Other funds holding DUK
VCM
VPM
Arax Advisory Partners's DUK Position: Q1 2026 in Review
Arax Advisory Partners reduced its Duke Energy (DUK) stake by 34% in Q1 2026, selling an estimated $885K and leaving 13,592 shares worth $1.77M. The position accounts for 0.05% of the portfolio, ranked #301.
Arax Advisory Partners first reported a position in DUK in Q4 2016 and has held it in 36 quarters since. The position peaked at $2.75M in Q3 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Arax Advisory Partners held 13,592 shares of Duke Energy worth $1.77M as of Q1 2026.
- Arax Advisory Partners sold 7,082 Duke Energy shares in Q1 2026, an estimated $885K.
- Duke Energy made up 0.05% of Arax Advisory Partners's portfolio in Q1 2026, its #301 holding.
- Arax Advisory Partners first reported a position in Duke Energy in Q4 2016 and has held it in 36 quarters since.
- Arax Advisory Partners's Duke Energy position peaked at $2.75M in Q3 2025.
- 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.