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Bruce G. Allen Investments’s Duke Energy DUK Stock Holding History

Bruce G. Allen Investments’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 		$60.5K Sell
462
-100
-18% -$12.5K 0.04% 227
2025
Q4 		$65.9K Hold
562
– – 0.04% 220
2025
Q3 		$69.5K Hold
562
– – 0.05% 217
2025
Q2 		$66.3K Hold
562
– – 0.05% 216
2025
Q1 		$68.5K Sell
562
-9
-2% -$1.03K 0.05% 195
2024
Q4 		$61.5K Hold
571
– – 0.05% 221
2024
Q3 		$65.8K Hold
571
– – 0.05% 216
2024
Q2 		$57.2K Sell
571
-50
-8% -$5K 0.05% 219
2024
Q1 		$60.1K Sell
621
-111
-15% -$10.5K 0.05% 209
2023
Q4 		$71K Buy
+732
New +$66.6K 0.06% 184

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

Bruce G. Allen Investments's DUK Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its Duke Energy (DUK) stake by 18% in Q1 2026, selling an estimated $12.5K and leaving 462 shares worth $60.5K. The position accounts for 0.04% of the portfolio, ranked #227.

Bruce G. Allen Investments first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. The position peaked at $71K in Q4 2023. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Bruce G. Allen Investments held 462 shares of Duke Energy worth $60.5K as of Q1 2026.
  • Bruce G. Allen Investments sold 100 Duke Energy shares in Q1 2026, an estimated $12.5K.
  • Duke Energy made up 0.04% of Bruce G. Allen Investments's portfolio in Q1 2026, its #227 holding.
  • Bruce G. Allen Investments first reported a position in Duke Energy in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Duke Energy position peaked at $71K in Q4 2023.
  • 2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.