Baron Silver Stevens Financial Advisors’s Duke Energy DUK Stock Holding History

Baron Silver Stevens Financial 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	$518K	Buy	3,954 +763	+24%	+$95.4K	0.08%	82
2025 Q4	$374K	Sell	3,191 -115	-3%	-$14K	0.05%	92
2025 Q3	$409K	Buy	3,306 +129	+4%	+$15.7K	0.06%	89
2025 Q2	$375K	Buy	3,177 +227	+8%	+$26.8K	0.06%	91
2025 Q1	$360K	Sell	2,950 -95	-3%	-$10.8K	0.06%	85
2024 Q4	$328K	Hold	3,045	–	–	0.06%	89
2024 Q3	$351K	Hold	3,045	–	–	0.06%	81
2024 Q2	$305K	Sell	3,045 -168	-5%	-$16.8K	0.06%	89
2024 Q1	$311K	Buy	3,213 +219	+7%	+$20.8K	0.06%	89
2023 Q4	$290K	Hold	2,994	–	–	0.06%	84
2023 Q3	$264K	Buy	2,994 +712	+31%	+$65.3K	0.06%	86
2023 Q2	$205K	Sell	2,282 -33	-1%	-$3.12K	0.04%	108
2023 Q1	$223K	Hold	2,315	–	–	0.06%	97
2022 Q4	$238K	Buy	+2,315	New	+$222K	0.06%	87
2022 Q3	–	Sell	-3,030	Closed	-$324K	–	113
2022 Q2	$324K	Buy	3,030 +715	+31%	+$78.6K	0.08%	75
2022 Q1	$258K	Buy	+2,315	New	+$240K	0.06%	80
2021 Q3	–	Sell	-2,583	Closed	-$255K	–	79
2021 Q2	$255K	Buy	+2,583	New	+$259K	0.07%	72
2021 Q1	–	Sell	-1,716	Closed	-$157K	–	158
2020 Q4	$157K	Buy	+1,716	New	+$159K	0.05%	73

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's DUK Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors increased its Duke Energy (DUK) stake by 24% in Q1 2026, buying an estimated $95.4K and bringing the position to 3,954 shares worth $518K. The position accounts for 0.08% of the portfolio, ranked #82.

Baron Silver Stevens Financial Advisors first reported a position in DUK in Q4 2020 and has held it in 18 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Baron Silver Stevens Financial Advisors held 3,954 shares of Duke Energy worth $518K as of Q1 2026.
Baron Silver Stevens Financial Advisors bought 763 Duke Energy shares in Q1 2026, an estimated $95.4K.
Duke Energy made up 0.08% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #82 holding.
Baron Silver Stevens Financial Advisors first reported a position in Duke Energy in Q4 2020 and has held it in 18 quarters since.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.