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Avantax Planning Partners’s Duke Energy DUK Stock Holding History

Avantax Planning Partners’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 		$854K Sell
6,519
-1,195
-15% -$149K 0.02% 211
2025
Q4 		$904K Sell
7,714
-314
-4% -$38.3K 0.03% 204
2025
Q3 		$993K Sell
8,028
-474
-6% -$57.5K 0.03% 192
2025
Q2 		$1M Sell
8,502
-170
-2% -$20.1K 0.03% 192
2025
Q1 		$1.06M Sell
8,672
-292
-3% -$33.3K 0.04% 182
2024
Q4 		$966K Sell
8,964
-313
-3% -$35.5K 0.03% 186
2024
Q3 		$1.07M Sell
9,277
-7,194
-44% -$801K 0.04% 177
2024
Q2 		$1.65M Sell
16,471
-13,730
-45% -$1.37M 0.05% 156
2024
Q1 		$2.92M Buy
30,201
+8,432
+39% +$800K 0.09% 122
2023
Q4 		$2.11M Sell
21,769
-1,429
-6% -$130K 0.08% 105
2023
Q3 		$2.05M Buy
23,198
+818
+4% +$75K 0.09% 105
2023
Q2 		$2.01M Sell
22,380
-662
-3% -$62.5K 0.08% 106
2023
Q1 		$2.22M Buy
23,042
+174
+0.8% +$17.2K 0.09% 98
2022
Q4 		$2.36M Sell
22,868
-5,663
-20% -$544K 0.09% 95
2022
Q3 		$2.65M Buy
28,531
+406
+1% +$43.6K 0.12% 85
2022
Q2 		$3.02M Buy
28,125
+1,331
+5% +$146K 0.13% 82
2022
Q1 		$2.99M Buy
26,794
+341
+1% +$35.4K 0.12% 79
2021
Q4 		$2.77M Buy
26,453
+1,384
+6% +$140K 0.11% 80
2021
Q3 		$2.45M Buy
25,069
+1,728
+7% +$179K 0.11% 75
2021
Q2 		$2.3M Buy
23,341
+2,637
+13% +$265K 0.11% 79
2021
Q1 		$2M Sell
20,704
-4,877
-19% -$445K 0.1% 84
2020
Q4 		$2.34M Sell
25,581
-3,911
-13% -$362K 0.12% 70
2020
Q3 		$2.61M Sell
29,492
-438
-1% -$36.1K 0.14% 64
2020
Q2 		$2.39M Buy
29,930
+9,697
+48% +$819K 0.14% 62
2020
Q1 		$1.64M Buy
20,233
+3,283
+19% +$302K 0.11% 71
2019
Q4 		$1.55M Sell
16,950
-801
-5% -$73.4K 0.09% 83
2019
Q3 		$1.7M Buy
17,751
+8,930
+101% +$813K 0.1% 77
2019
Q2 		$791K Sell
8,821
-136
-2% -$12K 0.05% 126
2019
Q1 		$806K Buy
8,957
+2,491
+39% +$220K 0.06% 118
2018
Q4 		$558K Buy
6,466
+672
+12% +$57.2K 0.04% 137
2018
Q3 		$464K Sell
5,794
-200
-3% -$16.2K 0.04% 145
2018
Q2 		$474K Sell
5,994
-628
-9% -$48.3K 0.04% 134
2018
Q1 		$513K Buy
6,622
+244
+4% +$18.9K 0.04% 175
2017
Q4 		$536K Sell
6,378
-931
-13% -$81.3K 0.05% 161
2017
Q3 		$613K Sell
7,309
-1,265
-15% -$108K 0.05% 173
2017
Q2 		$717K Buy
8,574
+2,335
+37% +$196K 0.06% 149
2017
Q1 		$512K Buy
6,239
+285
+5% +$22.7K 0.05% 176
2016
Q4 		$462K Buy
+5,954
New +$456K 0.05% 172

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

Avantax Planning Partners's DUK Position: Q1 2026 in Review

Avantax Planning Partners reduced its Duke Energy (DUK) stake by 15% in Q1 2026, selling an estimated $149K and leaving 6,519 shares worth $854K. The position accounts for 0.02% of the portfolio, ranked #211.

Avantax Planning Partners first reported a position in DUK in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.02M in Q2 2022. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Avantax Planning Partners held 6,519 shares of Duke Energy worth $854K as of Q1 2026.
  • Avantax Planning Partners sold 1,195 Duke Energy shares in Q1 2026, an estimated $149K.
  • Duke Energy made up 0.02% of Avantax Planning Partners's portfolio in Q1 2026, its #211 holding.
  • Avantax Planning Partners first reported a position in Duke Energy in Q4 2016 and has held it in 38 quarters since.
  • Avantax Planning Partners's Duke Energy position peaked at $3.02M in Q2 2022.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.