Atlantic Private Wealth’s Duke Energy DUK Stock Holding History

Atlantic 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	–	Sell	-5	Closed	-$591	–	342
2025 Q4	$591	Buy	+5	New	+$611	﹤0.01%	307
2023 Q3	–	Sell	-605	Closed	-$54.3K	–	114
2023 Q2	$54.3K	Buy	605 +6	+1%	+$566	0.06%	56
2023 Q1	$57.7K	Buy	+599	New	+$59.2K	0.06%	47

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 Private Wealth's DUK Position: Q1 2026 in Review

Atlantic Private Wealth sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 5 shares — an estimated $591 sold.

Atlantic Private Wealth first reported a position in DUK in Q1 2023 and held it in 3 quarters. The position peaked at $57.7K in Q1 2023. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Atlantic Private Wealth reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
Atlantic Private Wealth sold 5 Duke Energy shares in Q1 2026, an estimated $591.
Atlantic Private Wealth first reported a position in Duke Energy in Q1 2023 and held it in 3 quarters.
Atlantic Private Wealth's Duke Energy position peaked at $57.7K in Q1 2023.
2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

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