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Avestar Capital’s Duke Energy DUK Stock Holding History

Avestar Capital’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 		$768K Buy
5,861
+715
+14% +$89.4K 0.05% 271
2025
Q4 		$603K Sell
5,146
-133
-3% -$16.2K 0.04% 304
2025
Q3 		$653K Sell
5,279
-735
-12% -$89.2K 0.04% 286
2025
Q2 		$710K Buy
6,014
+2,027
+51% +$239K 0.05% 272
2025
Q1 		$486K Sell
3,987
-591
-13% -$67.4K 0.04% 289
2024
Q4 		$493K Buy
4,578
+517
+13% +$58.6K 0.04% 296
2024
Q3 		$468K Buy
4,061
+184
+5% +$20.5K 0.05% 264
2024
Q2 		$389K Buy
3,877
+490
+14% +$49K 0.04% 287
2024
Q1 		$328K Buy
3,387
+582
+21% +$55.2K 0.03% 324
2023
Q4 		$272K Buy
2,805
+410
+17% +$37.3K 0.03% 313
2023
Q3 		$211K Buy
+2,395
New +$220K 0.03% 321
2023
Q2 		– Sell
-2,194
Closed -$212K – 346
2023
Q1 		$212K Buy
2,194
+172
+9% +$17K 0.04% 285
2022
Q4 		$208K Buy
+2,022
New +$194K 0.04% 272
2019
Q3 		– Sell
-271
Closed -$21K – 347
2019
Q2 		$21K Sell
271
-225
-45% -$19.9K 0.01% 385
2019
Q1 		$41K Hold
496
– – 0.03% 303
2018
Q4 		$40K Buy
496
+1
+0.2% +$85 0.03% 279
2018
Q3 		$37K Sell
495
-312
-39% -$25.2K 0.02% 301
2018
Q2 		$60K Sell
807
-56
-6% -$4.31K 0.04% 259
2018
Q1 		$62K Sell
863
-52
-6% -$4.02K 0.04% 222
2017
Q4 		$74K Buy
+915
New +$79.9K 0.06% 197

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

Avestar Capital's DUK Position: Q1 2026 in Review

Avestar Capital increased its Duke Energy (DUK) stake by 14% in Q1 2026, buying an estimated $89.4K and bringing the position to 5,861 shares worth $768K. The position accounts for 0.05% of the portfolio, ranked #271.

Avestar Capital first reported a position in DUK in Q4 2017 and has held it in 20 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Avestar Capital held 5,861 shares of Duke Energy worth $768K as of Q1 2026.
  • Avestar Capital bought 715 Duke Energy shares in Q1 2026, an estimated $89.4K.
  • Duke Energy made up 0.05% of Avestar Capital's portfolio in Q1 2026, its #271 holding.
  • Avestar Capital first reported a position in Duke Energy in Q4 2017 and has held it in 20 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.