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Aviance Capital Partners’s Duke Energy DUK Stock Holding History

Aviance Capital 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 		$1.09M Hold
8,323
– – 0.13% 148
2025
Q4 		$976K Hold
8,323
– – 0.11% 162
2025
Q3 		$1.03M Buy
8,323
+462
+6% +$56.1K 0.12% 154
2025
Q2 		$928K Buy
7,861
+1,300
+20% +$153K 0.12% 160
2025
Q1 		$800K Sell
6,561
-464
-7% -$52.9K 0.11% 168
2024
Q4 		$757K Sell
7,025
-12,894
-65% -$1.46M 0.1% 170
2024
Q3 		$2.3M Buy
19,919
+46
+0.2% +$5.12K 0.3% 79
2024
Q2 		$1.99M Buy
19,873
+2,123
+12% +$212K 0.28% 81
2024
Q1 		$1.72M Buy
17,750
+2,552
+17% +$242K 0.26% 96
2023
Q4 		$1.47M Buy
15,198
+2
+0% +$182 0.32% 78
2023
Q3 		$1.34M Buy
15,196
+132
+0.9% +$12.1K 0.3% 89
2023
Q2 		$1.35M Hold
15,064
– – 0.29% 102
2023
Q1 		$1.45M Sell
15,064
-42
-0.3% -$4.15K 0.32% 85
2022
Q4 		$1.56M Buy
15,106
+771
+5% +$74K 0.36% 71
2022
Q3 		$1.33M Sell
14,335
-420
-3% -$45.1K 0.33% 91
2022
Q2 		$1.58M Sell
14,755
-340
-2% -$37.4K 0.35% 82
2022
Q1 		$1.69M Sell
15,095
-275
-2% -$28.6K 0.31% 96
2021
Q4 		$1.61M Hold
15,370
– – 0.27% 93
2021
Q3 		$1.5M Buy
15,370
+275
+2% +$28.5K 0.26% 101
2021
Q2 		$1.49M Hold
15,095
– – 0.26% 102
2021
Q1 		$1.46M Sell
15,095
-100
-0.7% -$9.13K 0.28% 95
2020
Q4 		$1.39M Sell
15,195
-300
-2% -$27.8K 0.28% 93
2020
Q3 		$1.37M Hold
15,495
– – 0.31% 81
2020
Q2 		$1.24M Hold
15,495
– – 0.31% 81
2020
Q1 		$1.25M Buy
15,495
+11,079
+251% +$1.02M 0.4% 64
2019
Q4 		$403K Buy
4,416
+684
+18% +$62.7K 0.1% 177
2019
Q3 		$358K Sell
3,732
-983
-21% -$89.5K 0.11% 177
2019
Q2 		$416K Buy
4,715
+166
+4% +$14.7K 0.11% 175
2019
Q1 		$409K Buy
4,549
+802
+21% +$70.7K 0.12% 168
2018
Q4 		$323K Buy
3,747
+31
+0.8% +$2.64K 0.11% 177
2018
Q3 		$297K Buy
3,716
+1,167
+46% +$94.4K 0.07% 192
2018
Q2 		$201K Buy
+2,549
New +$196K 0.06% 215
2018
Q1 		– Sell
-3,200
Closed -$269K – 223
2017
Q4 		$269K Hold
3,200
– – 0.09% 197
2017
Q3 		$269K Sell
3,200
-1,166
-27% -$99.8K 0.09% 188
2017
Q2 		$365K Hold
4,366
– – 0.12% 178
2017
Q1 		$358K Sell
4,366
-333
-7% -$26.5K 0.13% 169
2016
Q4 		$365K Sell
4,699
-166
-3% -$12.7K 0.13% 159
2016
Q3 		$389K Hold
4,865
– – 0.14% 145
2016
Q2 		$417K Sell
4,865
-6,000
-55% -$480K 0.15% 139
2016
Q1 		$877K Sell
10,865
-1,253
-10% -$94.8K 0.31% 94
2015
Q4 		$865K Buy
12,118
+7,333
+153% +$516K 0.3% 97
2015
Q3 		$344K Sell
4,785
-546
-10% -$39.5K 0.14% 147
2015
Q2 		$376K Sell
5,331
-200
-4% -$15.1K 0.14% 157
2015
Q1 		$425K Sell
5,531
-223
-4% -$18.1K 0.16% 159
2014
Q4 		$481K Sell
5,754
-300
-5% -$24.2K 0.18% 149
2014
Q3 		$453K Buy
6,054
+445
+8% +$32.5K 0.17% 169
2014
Q2 		$416K Buy
5,609
+367
+7% +$26.4K 0.16% 161
2014
Q1 		$373K Hold
5,242
– – 0.16% 160
2013
Q4 		$362K Buy
5,242
+344
+7% +$24.1K 0.15% 161
2013
Q3 		$327K Sell
4,898
-50
-1% -$3.41K 0.15% 162
2013
Q2 		$334K Buy
+4,948
New +$350K 0.18% 138

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

Aviance Capital Partners's DUK Position: Q1 2026 in Review

Aviance Capital Partners held its Duke Energy (DUK) position steady in Q1 2026 at 8,323 shares worth $1.09M. The position accounts for 0.13% of the portfolio, ranked #148.

Aviance Capital Partners first reported a position in DUK in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.3M in Q3 2024. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Aviance Capital Partners held 8,323 shares of Duke Energy worth $1.09M as of Q1 2026.
  • Aviance Capital Partners left its Duke Energy share count unchanged in Q1 2026.
  • Duke Energy made up 0.13% of Aviance Capital Partners's portfolio in Q1 2026, its #148 holding.
  • Aviance Capital Partners first reported a position in Duke Energy in Q2 2013 and has held it in 51 quarters since.
  • Aviance Capital Partners's Duke Energy position peaked at $2.3M in Q3 2024.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.