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Coppell Advisory Solutions’s Duke Energy DUK Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-6,629
Closed -$780K – 94
2025
Q4 		$780K Sell
6,629
-101
-2% -$12.3K 0.08% 195
2025
Q3 		$826K Buy
6,730
+492
+8% +$59.7K 0.09% 188
2025
Q2 		$729K Buy
6,238
+96
+2% +$11.3K 0.09% 186
2025
Q1 		$748K Buy
6,142
+81
+1% +$9.23K 0.1% 170
2024
Q4 		$653K Buy
6,061
+1,449
+31% +$164K 0.09% 149
2024
Q3 		$535K Buy
4,612
+1,055
+30% +$117K 0.08% 167
2024
Q2 		$357K Buy
+3,557
New +$356K 0.06% 187
2023
Q4 		$379K Buy
3,909
+3,399
+666% +$309K 0.08% 178
2023
Q3 		$52.5K Sell
510
-1,658
-76% -$152K 0.02% 288
2023
Q2 		$193K Buy
+2,168
New +$205K 0.05% 193
2023
Q1 		– Sell
-510
Closed -$52.5K – 437
2022
Q4 		$52.5K Buy
+510
New +$49K 0.02% 290

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

Coppell Advisory Solutions's DUK Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 6,629 shares — an estimated $780K sold.

Coppell Advisory Solutions first reported a position in DUK in Q4 2022 and held it in 11 quarters. The position peaked at $826K in Q3 2025. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 6,629 Duke Energy shares in Q1 2026, an estimated $780K.
  • Coppell Advisory Solutions first reported a position in Duke Energy in Q4 2022 and held it in 11 quarters.
  • Coppell Advisory Solutions's Duke Energy position peaked at $826K in Q3 2025.
  • 2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.