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Ashton Thomas Private Wealth’s Duke Energy DUK Stock Holding History

Ashton Thomas Private Wealth’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 		$3.81M Buy
29,087
+3,688
+15% +$461K 0.09% 238
2025
Q4 		$2.98M Buy
25,399
+4,195
+20% +$512K 0.07% 266
2025
Q3 		$2.62M Buy
21,204
+7,928
+60% +$962K 0.07% 280
2025
Q2 		$1.57M Sell
13,276
-6,282
-32% -$741K 0.06% 323
2025
Q1 		$2.39M Buy
19,558
+1,892
+11% +$216K 0.09% 238
2024
Q4 		$1.9M Buy
17,666
+4,980
+39% +$564K 0.07% 280
2024
Q3 		$1.46M Sell
12,686
-1,306
-9% -$145K 0.08% 257
2024
Q2 		$1.4M Sell
13,992
-1,285
-8% -$129K 0.08% 249
2024
Q1 		$1.48M Buy
15,277
+292
+2% +$27.7K 0.08% 245
2023
Q4 		$1.45M Sell
14,985
-549
-4% -$49.9K 0.09% 235
2023
Q3 		$1.37M Buy
15,534
+861
+6% +$78.9K 0.1% 225
2023
Q2 		$1.32M Buy
14,673
+3,306
+29% +$312K 0.1% 217
2023
Q1 		$1.1M Buy
11,367
+1,723
+18% +$170K 0.1% 235
2022
Q4 		$993K Buy
9,644
+314
+3% +$30.1K 0.1% 237
2022
Q3 		$868K Buy
9,330
+56
+0.6% +$6.01K 0.1% 229
2022
Q2 		$994K Buy
9,274
+647
+7% +$71.1K 0.11% 213
2022
Q1 		$963K Buy
8,627
+582
+7% +$60.4K 0.08% 255
2021
Q4 		$844K Buy
8,045
+284
+4% +$28.8K 0.08% 270
2021
Q3 		$757K Buy
7,761
+115
+2% +$11.9K 0.11% 207
2021
Q2 		$755K Buy
7,646
+28
+0.4% +$2.81K 0.12% 196
2021
Q1 		$735K Sell
7,618
-257
-3% -$23.5K 0.12% 186
2020
Q4 		$721K Buy
7,875
+588
+8% +$54.4K 0.14% 191
2020
Q3 		$645K Buy
7,287
+942
+15% +$77.6K 0.16% 154
2020
Q2 		$507K Buy
6,345
+2,215
+54% +$187K 0.15% 157
2020
Q1 		$334K Buy
+4,130
New +$379K 0.14% 155

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

Ashton Thomas Private Wealth's DUK Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its Duke Energy (DUK) stake by 15% in Q1 2026, buying an estimated $461K and bringing the position to 29,087 shares worth $3.81M. The position accounts for 0.09% of the portfolio, ranked #238.

Ashton Thomas Private Wealth first reported a position in DUK in Q1 2020 and has held it in 25 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Ashton Thomas Private Wealth held 29,087 shares of Duke Energy worth $3.81M as of Q1 2026.
  • Ashton Thomas Private Wealth bought 3,688 Duke Energy shares in Q1 2026, an estimated $461K.
  • Duke Energy made up 0.09% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #238 holding.
  • Ashton Thomas Private Wealth first reported a position in Duke Energy in Q1 2020 and has held it in 25 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.