AssuredPartners Investment Advisors’s Duke Energy DUK Stock Holding History

AssuredPartners Investment 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	$1.71M	Sell	13,026 -2,664	-17%	-$333K	0.19%	134
2025 Q4	$1.84M	Buy	15,690 +510	+3%	+$62.3K	0.27%	87
2025 Q3	$1.88M	Buy	15,180 +144	+1%	+$17.5K	0.42%	47
2025 Q2	$1.77M	Sell	15,036 -2,649	-15%	-$313K	0.43%	46
2025 Q1	$2.16M	Sell	17,685 -546	-3%	-$62.2K	0.42%	69
2024 Q4	$1.96M	Buy	+18,231	New	+$2.07M	0.38%	75

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

AssuredPartners Investment Advisors's DUK Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its Duke Energy (DUK) stake by 17% in Q1 2026, selling an estimated $333K and leaving 13,026 shares worth $1.71M. The position accounts for 0.19% of the portfolio, ranked #134.

AssuredPartners Investment Advisors first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.16M in Q1 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

AssuredPartners Investment Advisors held 13,026 shares of Duke Energy worth $1.71M as of Q1 2026.
AssuredPartners Investment Advisors sold 2,664 Duke Energy shares in Q1 2026, an estimated $333K.
Duke Energy made up 0.19% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #134 holding.
AssuredPartners Investment Advisors first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's Duke Energy position peaked at $2.16M in Q1 2025.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.