Covestor’s Duke Energy DUK Stock Holding History

Covestor’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	$48K	Sell	368 -118	-24%	-$14.8K	0.03%	737
2025 Q4	$57K	Sell	486 -6	-1%	-$733	0.03%	862
2025 Q3	$61K	Sell	492 -51	-9%	-$6.19K	0.03%	822
2025 Q2	$65K	Buy	543 +9	+2%	+$1.06K	0.04%	780
2025 Q1	$65K	Buy	534 +98	+22%	+$11.2K	0.04%	726
2024 Q4	$47K	Buy	436 +26	+6%	+$2.94K	0.03%	873
2024 Q3	$47K	Buy	410 +97	+31%	+$10.8K	0.03%	900
2024 Q2	$31K	Sell	313 -3	-0.9%	-$300	0.02%	1036
2024 Q1	$31K	Sell	316 -13	-4%	-$1.23K	0.02%	1052
2023 Q4	$32K	Buy	329 +8	+2%	+$728	0.02%	1024
2023 Q3	$28K	Sell	321 -18	-5%	-$1.65K	0.02%	997
2023 Q2	$30K	Sell	339 -5	-1%	-$472	0.02%	984
2023 Q1	$33K	Buy	344 +2	+0.6%	+$198	0.03%	861
2022 Q4	$35K	Sell	342 -3	-0.9%	-$288	0.03%	865
2022 Q3	$32K	Sell	345 -884	-72%	-$94.9K	0.03%	864
2022 Q2	$132K	Sell	1,229 -31	-2%	-$3.41K	0.1%	254
2022 Q1	$141K	Buy	1,260 +1,030	+448%	+$107K	0.09%	304
2021 Q4	$24K	Buy	+230	New	+$23.3K	0.03%	813

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Covestor's DUK Position: Q1 2026 in Review

Covestor reduced its Duke Energy (DUK) stake by 24% in Q1 2026, selling an estimated $14.8K and leaving 368 shares worth $48K. The position accounts for 0.03% of the portfolio, ranked #737.

Covestor first reported a position in DUK in Q4 2021 and has held it in 18 quarters since. The position peaked at $141K in Q1 2022. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Covestor held 368 shares of Duke Energy worth $48K as of Q1 2026.
Covestor sold 118 Duke Energy shares in Q1 2026, an estimated $14.8K.
Duke Energy made up 0.03% of Covestor's portfolio in Q1 2026, its #737 holding.
Covestor first reported a position in Duke Energy in Q4 2021 and has held it in 18 quarters since.
Covestor's Duke Energy position peaked at $141K in Q1 2022.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.