Atlantic Family Wealth’s Duke Energy DUK Stock Holding History

Atlantic Family 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	$259K	Sell	1,981 -2	-0.1%	-$250	0.19%	50
2025 Q4	$232K	Sell	1,983 -6	-0.3%	-$733	0.18%	49
2025 Q3	$246K	Sell	1,989 -20	-1%	-$2.43K	0.19%	46
2025 Q2	$237K	Sell	2,009 -6	-0.3%	-$708	0.21%	38
2025 Q1	$246K	Buy	2,015 +124	+7%	+$14.1K	0.23%	36
2024 Q4	$204K	Buy	+1,891	New	+$214K	0.24%	40

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

Atlantic Family Wealth's DUK Position: Q1 2026 in Review

Atlantic Family Wealth reduced its Duke Energy (DUK) stake by 0.1% in Q1 2026, selling an estimated $250 and leaving 1,981 shares worth $259K. The position accounts for 0.19% of the portfolio, ranked #50.

Atlantic Family Wealth first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Atlantic Family Wealth held 1,981 shares of Duke Energy worth $259K as of Q1 2026.
Atlantic Family Wealth sold 2 Duke Energy shares in Q1 2026, an estimated $250.
Duke Energy made up 0.19% of Atlantic Family Wealth's portfolio in Q1 2026, its #50 holding.
Atlantic Family Wealth first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

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