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Consolidated Planning Corp’s Duke Energy DUK Stock Holding History

Consolidated Planning Corp’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 		$268K Sell
2,043
-51,667
-96% -$6.46M 0.04% 126
2025
Q4 		$6.3M Buy
53,710
+51,750
+2,640% +$6.32M 0.64% 46
2025
Q3 		$243K Sell
1,960
-21
-1% -$2.55K 0.03% 177
2025
Q2 		$234K Sell
1,981
-406
-17% -$47.9K 0.03% 176
2025
Q1 		$291K Sell
2,387
-368
-13% -$41.9K 0.04% 157
2024
Q4 		$297K Buy
2,755
+570
+26% +$64.6K 0.04% 166
2024
Q3 		$252K Sell
2,185
-258
-11% -$28.7K 0.04% 174
2024
Q2 		$245K Sell
2,443
-516
-17% -$51.6K 0.04% 163
2024
Q1 		$286K Sell
2,959
-1,925
-39% -$183K 0.05% 141
2023
Q4 		$474K Sell
4,884
-3,621
-43% -$329K 0.09% 108
2023
Q3 		$751K Sell
8,505
-635
-7% -$58.2K 0.17% 97
2023
Q2 		$820K Buy
+9,140
New +$863K 0.17% 98
2021
Q4 		– Sell
-885
Closed -$86K – 167
2021
Q3 		$86K Buy
+885
New +$91.6K 0.06% 113

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

Consolidated Planning Corp's DUK Position: Q1 2026 in Review

Consolidated Planning Corp reduced its Duke Energy (DUK) stake by 96% in Q1 2026, selling an estimated $6.46M and leaving 2,043 shares worth $268K. The position accounts for 0.04% of the portfolio, ranked #126.

Consolidated Planning Corp first reported a position in DUK in Q3 2021 and has held it in 13 quarters since. The position peaked at $6.3M in Q4 2025. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Consolidated Planning Corp held 2,043 shares of Duke Energy worth $268K as of Q1 2026.
  • Consolidated Planning Corp sold 51,667 Duke Energy shares in Q1 2026, an estimated $6.46M.
  • Duke Energy made up 0.04% of Consolidated Planning Corp's portfolio in Q1 2026, its #126 holding.
  • Consolidated Planning Corp first reported a position in Duke Energy in Q3 2021 and has held it in 13 quarters since.
  • Consolidated Planning Corp's Duke Energy position peaked at $6.3M in Q4 2025.
  • 2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.