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CBIZ Investment Advisory Services’s Duke Energy DUK Stock Holding History

CBIZ Investment Advisory Services’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 		$5.63K Sell
43
-87
-67% -$10.9K ﹤0.01% 211
2025
Q4 		$15.2K Buy
130
+12
+10% +$1.47K ﹤0.01% 306
2025
Q3 		$14.6K Sell
118
-9
-7% -$1.09K ﹤0.01% 294
2025
Q2 		$15K Buy
127
+77
+154% +$9.09K ﹤0.01% 298
2025
Q1 		$6.1K Buy
+50
New +$5.7K ﹤0.01% 376

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

CBIZ Investment Advisory Services's DUK Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Duke Energy (DUK) stake by 67% in Q1 2026, selling an estimated $10.9K and leaving 43 shares worth $5.63K. The position accounts for ﹤0.01% of the portfolio, ranked #211.

CBIZ Investment Advisory Services first reported a position in DUK in Q1 2025 and has held it in 5 quarters since. The position peaked at $15.2K in Q4 2025. 2,463 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • CBIZ Investment Advisory Services held 43 shares of Duke Energy worth $5.63K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 87 Duke Energy shares in Q1 2026, an estimated $10.9K.
  • Duke Energy made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #211 holding.
  • CBIZ Investment Advisory Services first reported a position in Duke Energy in Q1 2025 and has held it in 5 quarters since.
  • CBIZ Investment Advisory Services's Duke Energy position peaked at $15.2K in Q4 2025.
  • 2,463 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.