Claro Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.58M | Buy |
12,046
+243
| +2% | +$30.4K | 0.19% | 96 |
|
|
2025
Q4 | $1.38M | Sell |
11,803
-62
| -0.5% | -$7.57K | 0.19% | 99 |
|
|
2025
Q3 | $1.47M | Buy |
11,865
+223
| +2% | +$27.1K | 0.21% | 91 |
|
|
2025
Q2 | $1.37M | Sell |
11,642
-846
| -7% | -$99.8K | 0.23% | 92 |
|
|
2025
Q1 | $1.52M | Buy |
12,488
+210
| +2% | +$23.9K | 0.2% | 92 |
|
|
2024
Q4 | $1.32M | Sell |
12,278
-885
| -7% | -$100K | 0.18% | 103 |
|
|
2024
Q3 | $1.52M | Buy |
13,163
+241
| +2% | +$26.8K | 0.2% | 101 |
|
|
2024
Q2 | $1.3M | Buy |
12,922
+341
| +3% | +$34.1K | 0.2% | 100 |
|
|
2024
Q1 | $1.22M | Buy |
12,581
+169
| +1% | +$16K | 0.21% | 105 |
|
|
2023
Q4 | $1.2M | Sell |
12,412
-1,286
| -9% | -$117K | 0.26% | 81 |
|
|
2023
Q3 | $1.21M | Buy |
13,698
+381
| +3% | +$34.9K | 0.3% | 75 |
|
|
2023
Q2 | $1.2M | Sell |
13,317
-60
| -0.4% | -$5.66K | 0.3% | 74 |
|
|
2023
Q1 | $1.29M | Buy |
13,377
+8,338
| +165% | +$824K | 0.38% | 60 |
|
|
2022
Q4 | $519K | Buy |
5,039
+1,456
| +41% | +$140K | 0.17% | 146 |
|
|
2022
Q3 | $384K | Hold |
3,583
| – | – | 0.15% | 157 |
|
|
2022
Q2 | $384K | Buy |
3,583
+2
| +0.1% | +$220 | 0.15% | 157 |
|
|
2022
Q1 | $376K | Hold |
3,581
| – | – | 0.14% | 166 |
|
|
2021
Q4 | $376K | Sell |
3,581
-164
| -4% | -$16.6K | 0.14% | 166 |
|
|
2021
Q3 | $365K | Buy |
3,745
+262
| +8% | +$27.1K | 0.15% | 161 |
|
|
2021
Q2 | $344K | Buy |
3,483
+49
| +1% | +$4.92K | 0.15% | 156 |
|
|
2021
Q1 | $331K | Buy |
3,434
+57
| +2% | +$5.2K | 0.17% | 152 |
|
|
2020
Q4 | $309K | Buy |
3,377
+32
| +1% | +$2.96K | 0.16% | 152 |
|
|
2020
Q3 | $296K | Sell |
3,345
-557
| -14% | -$45.9K | 0.19% | 141 |
|
|
2020
Q2 | $312K | Sell |
3,902
-10
| -0.3% | -$845 | 0.21% | 132 |
|
|
2020
Q1 | $316K | Buy |
3,912
+207
| +6% | +$19K | 0.29% | 104 |
|
|
2019
Q4 | $338K | Buy |
3,705
+57
| +2% | +$5.23K | 0.26% | 106 |
|
|
2019
Q3 | $350K | Buy |
3,648
+19
| +0.5% | +$1.73K | 0.31% | 100 |
|
|
2019
Q2 | $320K | Sell |
3,629
-193
| -5% | -$17.1K | 0.3% | 106 |
|
|
2019
Q1 | $344K | Buy |
3,822
+2,310
| +153% | +$204K | 0.34% | 94 |
|
|
2018
Q4 | $121K | Buy |
+1,512
| New | +$129K | 0.1% | 192 |
|
Other funds holding DUK
VCM
VPM
Claro Advisors's DUK Position: Q1 2026 in Review
Claro Advisors increased its Duke Energy (DUK) stake by 2.1% in Q1 2026, buying an estimated $30.4K and bringing the position to 12,046 shares worth $1.58M. The position accounts for 0.19% of the portfolio, ranked #96.
Claro Advisors first reported a position in DUK in Q4 2018 and has held it in 30 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Claro Advisors held 12,046 shares of Duke Energy worth $1.58M as of Q1 2026.
- Claro Advisors bought 243 Duke Energy shares in Q1 2026, an estimated $30.4K.
- Duke Energy made up 0.19% of Claro Advisors's portfolio in Q1 2026, its #96 holding.
- Claro Advisors first reported a position in Duke Energy in Q4 2018 and has held it in 30 quarters since.
- 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.