Arkos Global Advisors’s Duke Energy DUK Stock Holding History

Arkos Global 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	$559K	Sell	4,272 -976	-19%	-$122K	0.07%	69
2025 Q4	$615K	Sell	5,248 -675	-11%	-$82.4K	0.08%	66
2025 Q3	$733K	Buy	5,923 +2,143	+57%	+$260K	0.09%	61
2025 Q2	$446K	Buy	3,780 +106	+3%	+$12.5K	0.06%	82
2025 Q1	$448K	Buy	3,674 +1,232	+50%	+$140K	0.07%	71
2024 Q4	$263K	Buy	+2,442	New	+$277K	0.04%	107

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

Arkos Global Advisors's DUK Position: Q1 2026 in Review

Arkos Global Advisors reduced its Duke Energy (DUK) stake by 19% in Q1 2026, selling an estimated $122K and leaving 4,272 shares worth $559K. The position accounts for 0.07% of the portfolio, ranked #69.

Arkos Global Advisors first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. The position peaked at $733K in Q3 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Arkos Global Advisors held 4,272 shares of Duke Energy worth $559K as of Q1 2026.
Arkos Global Advisors sold 976 Duke Energy shares in Q1 2026, an estimated $122K.
Duke Energy made up 0.07% of Arkos Global Advisors's portfolio in Q1 2026, its #69 holding.
Arkos Global Advisors first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
Arkos Global Advisors's Duke Energy position peaked at $733K in Q3 2025.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Arkos Global Advisors's 13F filing for Q1 2026, filed 13 May 2026.