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CWS Financial Advisors’s Duke Energy DUK Stock Holding History

CWS Financial 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 		$413K Buy
3,155
+2
+0.1% +$250 0.11% 107
2025
Q4 		$370K Sell
3,153
-49
-2% -$5.98K 0.1% 107
2025
Q3 		$396K Buy
3,202
+152
+5% +$18.4K 0.11% 101
2025
Q2 		$360K Sell
3,050
-258
-8% -$30.4K 0.1% 100
2025
Q1 		$404K Hold
3,308
– – 0.13% 91
2024
Q4 		$356K Sell
3,308
-650
-16% -$73.6K 0.12% 93
2024
Q3 		$456K Sell
3,958
-21
-0.5% -$2.34K 0.16% 71
2024
Q2 		$399K Buy
3,979
+1
+0% +$100 0.16% 71
2024
Q1 		$385K Sell
3,978
-918
-19% -$87.1K 0.16% 73
2023
Q4 		$475K Buy
4,896
+14
+0.3% +$1.27K 0.18% 85
2023
Q3 		$431K Sell
4,882
-116
-2% -$10.6K 0.17% 94
2023
Q2 		$448K Sell
4,998
-234
-4% -$22.1K 0.17% 94
2023
Q1 		$505K Buy
5,232
+528
+11% +$52.2K 0.2% 80
2022
Q4 		$454K Sell
4,704
-293
-6% -$28.1K 0.2% 79
2022
Q3 		$465K Hold
4,997
– – 0.22% 77
2022
Q2 		$536K Buy
4,997
+1
+0% +$110 0.25% 75
2022
Q1 		$558K Buy
4,996
+117
+2% +$12.2K 0.21% 77
2021
Q4 		$512K Buy
+4,879
New +$495K 0.18% 80
2021
Q2 		$471K Buy
4,771
+67
+1% +$6.73K 0.19% 80
2021
Q1 		$454K Buy
4,704
+4
+0.1% +$365 0.2% 79
2020
Q4 		$430K Buy
4,700
+50
+1% +$4.63K 0.25% 74
2020
Q3 		$412K Sell
4,650
-659
-12% -$54.3K 0.27% 73
2020
Q2 		$424K Buy
5,309
+376
+8% +$31.8K 0.31% 73
2020
Q1 		$450K Hold
4,933
– – 0.33% 70
2019
Q4 		$450K Buy
+4,933
New +$452K 0.33% 70

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

CWS Financial Advisors's DUK Position: Q1 2026 in Review

CWS Financial Advisors increased its Duke Energy (DUK) stake by 0.06% in Q1 2026, buying an estimated $250 and bringing the position to 3,155 shares worth $413K. The position accounts for 0.11% of the portfolio, ranked #107.

CWS Financial Advisors first reported a position in DUK in Q4 2019 and has held it in 25 quarters since. The position peaked at $558K in Q1 2022. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • CWS Financial Advisors held 3,155 shares of Duke Energy worth $413K as of Q1 2026.
  • CWS Financial Advisors bought 2 Duke Energy shares in Q1 2026, an estimated $250.
  • Duke Energy made up 0.11% of CWS Financial Advisors's portfolio in Q1 2026, its #107 holding.
  • CWS Financial Advisors first reported a position in Duke Energy in Q4 2019 and has held it in 25 quarters since.
  • CWS Financial Advisors's Duke Energy position peaked at $558K in Q1 2022.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.