Ausdal Financial Partners’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.52M | Buy |
11,581
+215
| +2% | +$26.9K | 0.07% | 281 |
|
|
2025
Q4 | $1.33M | Sell |
11,366
-16
| -0.1% | -$1.95K | 0.06% | 296 |
|
|
2025
Q3 | $1.41M | Buy |
11,382
+4,588
| +68% | +$557K | 0.07% | 288 |
|
|
2025
Q2 | $802K | Sell |
6,794
-806
| -11% | -$95.1K | 0.05% | 307 |
|
|
2025
Q1 | $927K | Buy |
7,600
+1,664
| +28% | +$190K | 0.07% | 253 |
|
|
2024
Q4 | $640K | Buy |
5,936
+227
| +4% | +$25.7K | 0.06% | 292 |
|
|
2024
Q3 | $658K | Buy |
5,709
+21
| +0.4% | +$2.34K | 0.07% | 254 |
|
|
2024
Q2 | $570K | Sell |
5,688
-211
| -4% | -$21.1K | 0.06% | 267 |
|
|
2024
Q1 | $570K | Sell |
5,899
-100
| -2% | -$9.49K | 0.07% | 247 |
|
|
2023
Q4 | $582K | Sell |
5,999
-405
| -6% | -$36.8K | 0.07% | 227 |
|
|
2023
Q3 | $565K | Buy |
6,404
+351
| +6% | +$32.2K | 0.08% | 229 |
|
|
2023
Q2 | $543K | Buy |
6,053
+46
| +0.8% | +$4.34K | 0.07% | 230 |
|
|
2023
Q1 | $579K | Sell |
6,007
-65
| -1% | -$6.42K | 0.08% | 226 |
|
|
2022
Q4 | $625K | Buy |
6,072
+643
| +12% | +$61.7K | 0.09% | 207 |
|
|
2022
Q3 | $505K | Buy |
5,429
+74
| +1% | +$7.95K | 0.08% | 239 |
|
|
2022
Q2 | $574K | Buy |
5,355
+33
| +0.6% | +$3.63K | 0.09% | 237 |
|
|
2022
Q1 | $594K | Buy |
5,322
+28
| +0.5% | +$2.91K | 0.08% | 246 |
|
|
2021
Q4 | $555K | Buy |
5,294
+1,624
| +44% | +$165K | 0.07% | 264 |
|
|
2021
Q3 | $358K | Buy |
3,670
+30
| +0.8% | +$3.11K | 0.05% | 332 |
|
|
2021
Q2 | $359K | Buy |
3,640
+81
| +2% | +$8.14K | 0.05% | 319 |
|
|
2021
Q1 | $344K | Buy |
3,559
+258
| +8% | +$23.5K | 0.06% | 316 |
|
|
2020
Q4 | $302K | Buy |
3,301
+110
| +3% | +$10.2K | 0.06% | 310 |
|
|
2020
Q3 | $283K | Buy |
3,191
+520
| +19% | +$42.9K | 0.07% | 269 |
|
|
2020
Q2 | $213K | Sell |
2,671
-422
| -14% | -$35.7K | 0.07% | 256 |
|
|
2020
Q1 | $268K | Sell |
3,093
-152
| -5% | -$14K | 0.09% | 208 |
|
|
2019
Q4 | $314K | Buy |
3,245
+129
| +4% | +$11.8K | 0.09% | 241 |
|
|
2019
Q3 | $299K | Buy |
3,116
+22
| +0.7% | +$2K | 0.11% | 228 |
|
|
2019
Q2 | $272K | Sell |
3,094
-82
| -3% | -$7.25K | 0.1% | 226 |
|
|
2019
Q1 | $286K | Buy |
3,176
+133
| +4% | +$11.7K | 0.12% | 204 |
|
|
2018
Q4 | $263K | Sell |
3,043
-2,575
| -46% | -$219K | 0.13% | 188 |
|
|
2018
Q3 | $450K | Buy |
5,618
+90
| +2% | +$7.28K | 0.13% | 212 |
|
|
2018
Q2 | $437K | Buy |
5,528
+2,071
| +60% | +$159K | 0.13% | 216 |
|
|
2018
Q1 | $268K | Sell |
3,457
-348
| -9% | -$26.9K | 0.09% | 273 |
|
|
2017
Q4 | $320K | Buy |
3,805
+23
| +0.6% | +$2.01K | 0.11% | 238 |
|
|
2017
Q3 | $317K | Buy |
3,782
+23
| +0.6% | +$1.97K | 0.13% | 213 |
|
|
2017
Q2 | $314K | Buy |
+3,759
| New | +$316K | 0.13% | 210 |
|
|
2016
Q1 | – | Sell |
-1,812
| Closed | -$129K | – | 412 |
|
|
2015
Q4 | $129K | Buy |
+1,812
| New | +$127K | 0.07% | 263 |
|
Other funds holding DUK
VCM
VPM
Ausdal Financial Partners's DUK Position: Q1 2026 in Review
Ausdal Financial Partners increased its Duke Energy (DUK) stake by 1.9% in Q1 2026, buying an estimated $26.9K and bringing the position to 11,581 shares worth $1.52M. The position accounts for 0.07% of the portfolio, ranked #281.
Ausdal Financial Partners first reported a position in DUK in Q4 2015 and has held it in 37 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Ausdal Financial Partners held 11,581 shares of Duke Energy worth $1.52M as of Q1 2026.
- Ausdal Financial Partners bought 215 Duke Energy shares in Q1 2026, an estimated $26.9K.
- Duke Energy made up 0.07% of Ausdal Financial Partners's portfolio in Q1 2026, its #281 holding.
- Ausdal Financial Partners first reported a position in Duke Energy in Q4 2015 and has held it in 37 quarters since.
- 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.