CIA
DUK icon

Concurrent Investment Advisors’s Duke Energy DUK Stock Holding History

Concurrent Investment Advisors’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 		$9.02M Buy
68,916
+6,215
+10% +$777K 0.1% 230
2025
Q4 		$7.35M Buy
62,701
+11,742
+23% +$1.43M 0.08% 251
2025
Q3 		$6.31M Sell
50,959
-127
-0.2% -$15.4K 0.11% 201
2025
Q2 		$6.03M Buy
51,086
+5,753
+13% +$679K 0.12% 187
2025
Q1 		$5.53M Buy
45,333
+2,905
+7% +$331K 0.13% 166
2024
Q4 		$4.57M Sell
42,428
-35
-0.1% -$3.96K 0.12% 170
2024
Q3 		$4.9M Buy
42,463
+2,643
+7% +$294K 0.14% 148
2024
Q2 		$3.99M Buy
39,820
+14,722
+59% +$1.47M 0.13% 161
2024
Q1 		$2.43M Sell
25,098
-2,340
-9% -$222K 0.1% 211
2023
Q4 		$2.66M Buy
+27,438
New +$2.5M 0.13% 178

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

Concurrent Investment Advisors's DUK Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Duke Energy (DUK) stake by 9.9% in Q1 2026, buying an estimated $777K and bringing the position to 68,916 shares worth $9.02M. The position accounts for 0.1% of the portfolio, ranked #230.

Concurrent Investment Advisors first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Concurrent Investment Advisors held 68,916 shares of Duke Energy worth $9.02M as of Q1 2026.
  • Concurrent Investment Advisors bought 6,215 Duke Energy shares in Q1 2026, an estimated $777K.
  • Duke Energy made up 0.1% of Concurrent Investment Advisors's portfolio in Q1 2026, its #230 holding.
  • Concurrent Investment Advisors first reported a position in Duke Energy in Q4 2023 and has held it in 10 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.