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Aspen Wealth Strategies’s Duke Energy DUK Stock Holding History

Aspen Wealth Strategies’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 		$792K Buy
6,052
+78
+1% +$9.75K 0.42% 38
2025
Q4 		$700K Buy
5,974
+3
+0.1% +$366 0.38% 37
2025
Q3 		$739K Buy
5,971
+155
+3% +$18.8K 0.41% 34
2025
Q2 		$686K Sell
5,816
-146
-2% -$17.2K 0.41% 38
2025
Q1 		$727K Buy
5,962
+63
+1% +$7.18K 0.48% 38
2024
Q4 		$636K Buy
5,899
+568
+11% +$64.3K 0.41% 40
2024
Q3 		$615K Buy
+5,331
New +$593K 0.4% 36

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

Aspen Wealth Strategies's DUK Position: Q1 2026 in Review

Aspen Wealth Strategies increased its Duke Energy (DUK) stake by 1.3% in Q1 2026, buying an estimated $9.75K and bringing the position to 6,052 shares worth $792K. The position accounts for 0.42% of the portfolio, ranked #38.

Aspen Wealth Strategies first reported a position in DUK in Q3 2024 and has held it in 7 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Aspen Wealth Strategies held 6,052 shares of Duke Energy worth $792K as of Q1 2026.
  • Aspen Wealth Strategies bought 78 Duke Energy shares in Q1 2026, an estimated $9.75K.
  • Duke Energy made up 0.42% of Aspen Wealth Strategies's portfolio in Q1 2026, its #38 holding.
  • Aspen Wealth Strategies first reported a position in Duke Energy in Q3 2024 and has held it in 7 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.