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DUK icon

Auxano Advisors’s Duke Energy DUK Stock Holding History

Auxano 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 		$282K Buy
2,157
+8
+0.4% +$1K 0.06% 164
2025
Q4 		$252K Sell
2,149
-3
-0.1% -$366 0.05% 168
2025
Q3 		$266K Buy
2,152
+3
+0.1% +$364 0.06% 145
2025
Q2 		$254K Buy
2,149
+30
+1% +$3.54K 0.06% 143
2025
Q1 		$258K Buy
2,119
+25
+1% +$2.85K 0.07% 137
2024
Q4 		$226K Buy
2,094
+57
+3% +$6.46K 0.06% 153
2024
Q3 		$235K Buy
2,037
+11
+0.5% +$1.22K 0.06% 145
2024
Q2 		$203K Buy
+2,026
New +$203K 0.06% 146
2023
Q1 		– Sell
-2,027
Closed -$209K – 108
2022
Q4 		$209K Buy
+2,027
New +$195K 0.09% 93
2022
Q3 		– Sell
-2,000
Closed -$214K – 97
2022
Q2 		$214K Hold
2,000
– – 0.11% 75
2022
Q1 		$223K Hold
2,000
– – 0.09% 74
2021
Q4 		$210K Buy
+2,000
New +$203K 0.09% 74

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

Auxano Advisors's DUK Position: Q1 2026 in Review

Auxano Advisors increased its Duke Energy (DUK) stake by 0.37% in Q1 2026, buying an estimated $1K and bringing the position to 2,157 shares worth $282K. The position accounts for 0.06% of the portfolio, ranked #164.

Auxano Advisors first reported a position in DUK in Q4 2021 and has held it in 12 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Auxano Advisors held 2,157 shares of Duke Energy worth $282K as of Q1 2026.
  • Auxano Advisors bought 8 Duke Energy shares in Q1 2026, an estimated $1K.
  • Duke Energy made up 0.06% of Auxano Advisors's portfolio in Q1 2026, its #164 holding.
  • Auxano Advisors first reported a position in Duke Energy in Q4 2021 and has held it in 12 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Auxano Advisors's 13F filing for Q1 2026, filed 4 May 2026.