Diversify Advisory Services’s Duke Energy DUK Stock Holding History

Diversify Advisory Services’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	$370K	Sell	2,927 -2,478	-46%	-$310K	0.06%	141
2025 Q4	$644K	Buy	5,405 +314	+6%	+$38.3K	0.02%	527
2025 Q3	$630K	Sell	5,091 -175	-3%	-$21.2K	0.02%	488
2025 Q2	$655K	Buy	5,266 +1,630	+45%	+$192K	0.03%	443
2025 Q1	$442K	Sell	3,636 -106	-3%	-$12.1K	0.03%	385
2024 Q4	$396K	Buy	3,742 +663	+22%	+$75.1K	0.02%	410
2024 Q3	$369K	Buy	3,079 +323	+12%	+$36K	0.02%	447
2024 Q2	$278K	Sell	2,756 -978	-26%	-$97.8K	0.02%	531
2024 Q1	$359K	Buy	+3,734	New	+$354K	0.02%	496

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

Diversify Advisory Services's DUK Position: Q1 2026 in Review

Diversify Advisory Services reduced its Duke Energy (DUK) stake by 46% in Q1 2026, selling an estimated $310K and leaving 2,927 shares worth $370K. The position accounts for 0.06% of the portfolio, ranked #141.

Diversify Advisory Services first reported a position in DUK in Q1 2024 and has held it in 9 quarters since. The position peaked at $655K in Q2 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Diversify Advisory Services held 2,927 shares of Duke Energy worth $370K as of Q1 2026.
Diversify Advisory Services sold 2,478 Duke Energy shares in Q1 2026, an estimated $310K.
Duke Energy made up 0.06% of Diversify Advisory Services's portfolio in Q1 2026, its #141 holding.
Diversify Advisory Services first reported a position in Duke Energy in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's Duke Energy position peaked at $655K in Q2 2025.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.