Biondo Investment Advisors’s Duke Energy DUK Stock Holding History

Biondo Investment 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	$12.4M	Buy	94,412 +821	+0.9%	+$103K	1.59%	25
2025 Q4	$11M	Sell	93,591 -86	-0.1%	-$10.5K	1.33%	29
2025 Q3	$11.6M	Buy	93,677 +904	+1%	+$110K	1.45%	26
2025 Q2	$10.9M	Buy	92,773 +2,160	+2%	+$255K	1.44%	25
2025 Q1	$11.1M	Buy	90,613 +2,514	+3%	+$287K	1.57%	25
2024 Q4	$9.49M	Buy	88,099 +1,741	+2%	+$197K	1.31%	29
2024 Q3	$9.96M	Buy	86,358 +1,520	+2%	+$169K	1.36%	31
2024 Q2	$8.5M	Buy	84,838 +2,951	+4%	+$295K	1.26%	31
2024 Q1	$7.92M	Buy	81,887 +1,640	+2%	+$156K	1.22%	34
2023 Q4	$7.79M	Buy	80,247 +579	+0.7%	+$52.7K	1.32%	32
2023 Q3	$7.03M	Buy	79,668 +6,152	+8%	+$564K	1.32%	30
2023 Q2	$6.6M	Buy	73,516 +1,939	+3%	+$183K	1.22%	32
2023 Q1	$6.91M	Buy	71,577 +1,072	+2%	+$106K	1.4%	30
2022 Q4	$7.33M	Sell	70,505 -544	-0.8%	-$52.2K	1.63%	27
2022 Q3	$6.68M	Buy	71,049 +996	+1%	+$107K	1.54%	29
2022 Q2	$7.58M	Buy	70,053 +2,685	+4%	+$295K	1.67%	26
2022 Q1	$7.59M	Buy	67,368 +3,701	+6%	+$384K	1.34%	28
2021 Q4	$6.74M	Buy	63,667 +3,143	+5%	+$319K	1.12%	31
2021 Q3	$5.96M	Buy	60,524 +1,255	+2%	+$130K	1.02%	31
2021 Q2	$5.91M	Buy	59,269 +3,083	+5%	+$310K	1.01%	38
2021 Q1	$5.47M	Buy	56,186 +3,018	+6%	+$275K	1.09%	38
2020 Q4	$4.92M	Buy	53,168 +1,150	+2%	+$106K	0.94%	40
2020 Q3	$4.66M	Buy	52,018 +2,659	+5%	+$219K	1.01%	36
2020 Q2	$3.99M	Sell	49,359 -10	-0%	-$845	1.01%	36
2020 Q1	$4.04M	Buy	49,369 +12	+0%	+$1.1K	1.34%	30
2019 Q4	$4.55M	Buy	49,357 +1,264	+3%	+$116K	1.05%	34
2019 Q3	$4.66M	Buy	48,093 +63	+0.1%	+$5.73K	1.19%	29
2019 Q2	$4.28M	Buy	48,030 +1,184	+3%	+$105K	1.02%	36
2019 Q1	$4.26M	Buy	46,846 +753	+2%	+$66.4K	1.07%	32
2018 Q4	$4.02M	Sell	46,093 -367	-0.8%	-$31.2K	1.21%	26
2018 Q3	$3.76M	Buy	46,460 +2,437	+6%	+$197K	0.89%	36
2018 Q2	$3.52M	Buy	44,023 +2,447	+6%	+$188K	0.89%	39
2018 Q1	$3.26M	Buy	41,576 +2,266	+6%	+$175K	0.85%	40
2017 Q4	$3.34M	Buy	39,310 +705	+2%	+$61.6K	0.84%	41
2017 Q3	$3.27M	Buy	38,605 +225	+0.6%	+$19.3K	0.9%	36
2017 Q2	$3.24M	Buy	38,380 +2,291	+6%	+$193K	0.94%	35
2017 Q1	$3.13M	Sell	36,089 -1,423	-4%	-$113K	1.12%	32
2016 Q4	$2.91M	Buy	37,512 +1,309	+4%	+$100K	0.96%	37
2016 Q3	$2.9M	Sell	36,203 -97	-0.3%	-$8.03K	0.98%	37
2016 Q2	$3.11M	Buy	36,300 +2,416	+7%	+$193K	1.11%	32
2016 Q1	$2.73M	Sell	33,884 -12,760	-27%	-$966K	1.04%	31
2015 Q4	$3.33M	Buy	46,644 +661	+1%	+$46.5K	1.1%	26
2015 Q3	$3.35M	Buy	45,983 +818	+2%	+$59.2K	1.11%	25
2015 Q2	$3.19M	Buy	45,165 +1,632	+4%	+$123K	0.96%	27
2015 Q1	$3.34M	Buy	43,533 +2,223	+5%	+$180K	0.99%	26
2014 Q4	$3.45M	Buy	41,310 +675	+2%	+$54.4K	1.04%	24
2014 Q3	$3.04M	Buy	40,635 +1,838	+5%	+$134K	0.93%	27
2014 Q2	$2.88M	Buy	38,797 +3,028	+8%	+$218K	0.91%	26
2014 Q1	$2.55M	Buy	35,769 +5,618	+19%	+$392K	0.84%	29
2013 Q4	$2.08M	Buy	30,151 +3,688	+14%	+$258K	0.71%	32
2013 Q3	$1.77M	Buy	26,463 +3,561	+16%	+$243K	0.67%	32
2013 Q2	$1.55M	Buy	+22,902	New	+$1.62M	0.67%	33

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

Biondo Investment Advisors's DUK Position: Q1 2026 in Review

Biondo Investment Advisors increased its Duke Energy (DUK) stake by 0.88% in Q1 2026, buying an estimated $103K and bringing the position to 94,412 shares worth $12.4M. The position accounts for 1.59% of the portfolio, ranked #25.

Biondo Investment Advisors first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Biondo Investment Advisors held 94,412 shares of Duke Energy worth $12.4M as of Q1 2026.
Biondo Investment Advisors bought 821 Duke Energy shares in Q1 2026, an estimated $103K.
Duke Energy made up 1.59% of Biondo Investment Advisors's portfolio in Q1 2026, its #25 holding.
Biondo Investment Advisors first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Biondo Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.