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Comprehensive Financial Planning’s Duke Energy DUK Stock Holding History

Comprehensive Financial Planning’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 		$13.6K Hold
104
– – 0.01% 244
2025
Q4 		$12.2K Hold
104
– – 0.01% 244
2025
Q3 		$12.9K Hold
104
– – 0.01% 230
2025
Q2 		$12.3K Hold
104
– – 0.01% 219
2025
Q1 		$12.7K Hold
104
– – 0.01% 199
2024
Q4 		$11.2K Buy
+104
New +$11.8K 0.01% 238

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

Comprehensive Financial Planning's DUK Position: Q1 2026 in Review

Comprehensive Financial Planning held its Duke Energy (DUK) position steady in Q1 2026 at 104 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #244.

Comprehensive Financial Planning first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Comprehensive Financial Planning held 104 shares of Duke Energy worth $13.6K as of Q1 2026.
  • Comprehensive Financial Planning left its Duke Energy share count unchanged in Q1 2026.
  • Duke Energy made up 0.01% of Comprehensive Financial Planning's portfolio in Q1 2026, its #244 holding.
  • Comprehensive Financial Planning first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.