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Continuum Advisory’s Duke Energy DUK Stock Holding History

Continuum Advisory’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 		$1.48M Sell
11,336
-934
-8% -$117K 0.14% 141
2025
Q4 		$1.44M Sell
12,270
-155
-1% -$18.9K 0.14% 134
2025
Q3 		$1.54M Buy
12,425
+3,462
+39% +$420K 0.16% 122
2025
Q2 		$1.06M Buy
8,963
+1,601
+22% +$189K 0.13% 158
2025
Q1 		$898K Buy
7,362
+401
+6% +$45.7K 0.12% 164
2024
Q4 		$750K Buy
6,961
+33
+0.5% +$3.74K 0.1% 187
2024
Q3 		$767K Sell
6,928
-364
-5% -$40.5K 0.1% 190
2024
Q2 		$731K Sell
7,292
-31
-0.4% -$3.1K 0.11% 185
2024
Q1 		$754K Sell
7,323
-3,130
-30% -$297K 0.11% 184
2023
Q4 		$1.01M Buy
10,453
+95
+0.9% +$8.64K 0.14% 171
2023
Q3 		$914K Buy
10,358
+239
+2% +$21.9K 0.15% 176
2023
Q2 		$908K Buy
10,119
+433
+4% +$40.9K 0.14% 178
2023
Q1 		$934K Buy
9,686
+300
+3% +$29.6K 0.16% 159
2022
Q4 		$967K Buy
9,386
+1,456
+18% +$140K 0.17% 155
2022
Q3 		$738K Sell
7,930
-373
-4% -$40.1K 0.13% 181
2022
Q2 		$890K Buy
8,303
+1,436
+21% +$158K 0.16% 156
2022
Q1 		$756K Buy
6,867
+4,076
+146% +$423K 0.14% 179
2021
Q4 		$293K Buy
2,791
+371
+15% +$37.6K 0.07% 248
2021
Q3 		$236K Buy
2,420
+6
+0.2% +$621 0.06% 259
2021
Q2 		$238K Buy
+2,414
New +$243K 0.07% 240
2018
Q2 		– Sell
-3,186
Closed -$247K – 149
2018
Q1 		$247K Sell
3,186
-2,916
-48% -$225K 0.21% 115
2017
Q4 		$513K Buy
6,102
+692
+13% +$60.4K 0.39% 61
2017
Q3 		$454K Sell
5,410
-250
-4% -$21.4K 0.4% 65
2017
Q2 		$473K Buy
5,660
+125
+2% +$10.5K 0.47% 53
2017
Q1 		$454K Buy
+5,535
New +$440K 0.55% 49

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

Continuum Advisory's DUK Position: Q1 2026 in Review

Continuum Advisory reduced its Duke Energy (DUK) stake by 7.6% in Q1 2026, selling an estimated $117K and leaving 11,336 shares worth $1.48M. The position accounts for 0.14% of the portfolio, ranked #141.

Continuum Advisory first reported a position in DUK in Q1 2017 and has held it in 25 quarters since. The position peaked at $1.54M in Q3 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Continuum Advisory held 11,336 shares of Duke Energy worth $1.48M as of Q1 2026.
  • Continuum Advisory sold 934 Duke Energy shares in Q1 2026, an estimated $117K.
  • Duke Energy made up 0.14% of Continuum Advisory's portfolio in Q1 2026, its #141 holding.
  • Continuum Advisory first reported a position in Duke Energy in Q1 2017 and has held it in 25 quarters since.
  • Continuum Advisory's Duke Energy position peaked at $1.54M in Q3 2025.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.