Cetera Investment Advisers
DUK icon

Cetera Investment Advisers’s Duke Energy DUK Stock Holding History

Cetera Investment Advisers’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 		$90.2M Buy
689,224
+28,362
+4% +$3.55M 0.1% 202
2025
Q4 		$77.5M Buy
660,862
+22,084
+3% +$2.7M 0.08% 224
2025
Q3 		$79M Buy
638,778
+126,149
+25% +$15.3M 0.09% 205
2025
Q2 		$60.5M Buy
512,629
+21,233
+4% +$2.51M 0.1% 195
2025
Q1 		$59.9M Buy
491,396
+47,126
+11% +$5.37M 0.12% 179
2024
Q4 		$47.9M Buy
444,270
+13,427
+3% +$1.52M 0.1% 207
2024
Q3 		$49.7M Sell
430,843
-4,357
-1% -$485K 0.11% 181
2024
Q2 		$43.6M Sell
435,200
-21,621
-5% -$2.16M 0.1% 197
2024
Q1 		$44.2M Buy
456,821
+298,117
+188% +$28.3M 0.1% 191
2023
Q4 		$15.4M Buy
158,704
+24,963
+19% +$2.27M 0.13% 155
2023
Q3 		$11.8M Buy
133,741
+16,546
+14% +$1.52M 0.1% 183
2023
Q2 		$10.5M Buy
117,195
+14,063
+14% +$1.33M 0.09% 211
2023
Q1 		$9.95M Buy
103,132
+5,633
+6% +$556K 0.09% 216
2022
Q4 		$10M Buy
97,499
+33,983
+54% +$3.26M 0.09% 211
2022
Q3 		$5.91M Sell
63,516
-7,487
-11% -$804K 0.12% 183
2022
Q2 		$7.61M Sell
71,003
-5,941
-8% -$653K 0.12% 178
2022
Q1 		$8.59M Buy
76,944
+332
+0.4% +$34.5K 0.12% 171
2021
Q4 		$8.04M Buy
76,612
+7,139
+10% +$724K 0.12% 195
2021
Q3 		$6.78M Buy
69,473
+2,610
+4% +$270K 0.11% 205
2021
Q2 		$6.6M Buy
66,863
+7,231
+12% +$726K 0.11% 206
2021
Q1 		$5.76M Sell
59,632
-3,799
-6% -$347K 0.11% 199
2020
Q4 		$5.81M Buy
63,431
+42,942
+210% +$3.97M 0.11% 189
2020
Q3 		$1.81M Buy
20,489
+1,656
+9% +$136K 0.15% 165
2020
Q2 		$1.5M Buy
18,833
+2,280
+14% +$193K 0.14% 178
2020
Q1 		$1.34M Buy
16,553
+507
+3% +$46.6K 0.16% 152
2019
Q4 		$1.46M Buy
16,046
+1,392
+9% +$128K 0.15% 159
2019
Q3 		$1.41M Buy
14,654
+2,076
+17% +$189K 0.17% 141
2019
Q2 		$1.11M Sell
12,578
-15
-0.1% -$1.33K 0.14% 161
2019
Q1 		$1.13M Buy
12,593
+948
+8% +$83.6K 0.16% 153
2018
Q4 		$1.01M Buy
11,645
+1,530
+15% +$130K 0.16% 147
2018
Q3 		$807K Buy
10,115
+4,214
+71% +$341K 0.12% 188
2018
Q2 		$468K Sell
5,901
-78
-1% -$6K 0.08% 253
2018
Q1 		$463K Sell
5,979
-715
-11% -$55.3K 0.09% 239
2017
Q4 		$562K Sell
6,694
-133
-2% -$11.6K 0.1% 225
2017
Q3 		$574K Buy
6,827
+217
+3% +$18.6K 0.13% 212
2017
Q2 		$552K Sell
6,610
-123
-2% -$10.3K 0.14% 199
2017
Q1 		$548K Sell
6,733
-975
-13% -$77.5K 0.15% 175
2016
Q4 		$599K Buy
7,708
+4,815
+166% +$369K 0.2% 137
2016
Q3 		$231K Sell
2,893
-6,194
-68% -$513K 0.1% 235
2016
Q2 		$783K Buy
9,087
+372
+4% +$29.7K 0.31% 102
2016
Q1 		$702K Buy
8,715
+120
+1% +$9.08K 0.3% 98
2015
Q4 		$614K Buy
+8,595
New +$604K 0.28% 110

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

Cetera Investment Advisers's DUK Position: Q1 2026 in Review

Cetera Investment Advisers increased its Duke Energy (DUK) stake by 4.3% in Q1 2026, buying an estimated $3.55M and bringing the position to 689,224 shares worth $90.2M. The position accounts for 0.1% of the portfolio, ranked #202.

Cetera Investment Advisers first reported a position in DUK in Q4 2015 and has held it in 42 quarters since. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Cetera Investment Advisers held 689,224 shares of Duke Energy worth $90.2M as of Q1 2026.
  • Cetera Investment Advisers bought 28,362 Duke Energy shares in Q1 2026, an estimated $3.55M.
  • Duke Energy made up 0.1% of Cetera Investment Advisers's portfolio in Q1 2026, its #202 holding.
  • Cetera Investment Advisers first reported a position in Duke Energy in Q4 2015 and has held it in 42 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.