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Brian Low Financial Group’s Duke Energy DUK Stock Holding History

Brian Low Financial Group’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 		– Sell
-6,240
Closed -$731K – 119
2025
Q4 		$731K Sell
6,240
-1,966
-24% -$240K 0.52% 65
2025
Q3 		$1.02M Buy
8,206
+1,437
+21% +$174K 0.79% 42
2025
Q2 		$799K Buy
+6,769
New +$799K 0.75% 46

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

Brian Low Financial Group's DUK Position: Q1 2026 in Review

Brian Low Financial Group sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 6,240 shares — an estimated $731K sold.

Brian Low Financial Group first reported a position in DUK in Q2 2025 and held it in 3 quarters. The position peaked at $1.02M in Q3 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Brian Low Financial Group reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
  • Brian Low Financial Group sold 6,240 Duke Energy shares in Q1 2026, an estimated $731K.
  • Brian Low Financial Group first reported a position in Duke Energy in Q2 2025 and held it in 3 quarters.
  • Brian Low Financial Group's Duke Energy position peaked at $1.02M in Q3 2025.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Brian Low Financial Group's 13F filing for Q1 2026, filed 20 Apr 2026.