Diversify Wealth Management’s Duke Energy DUK Stock Holding History

Diversify Wealth Management’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	$1.44M	Buy	11,395 +7,225	+173%	+$903K	0.03%	479
2025 Q4	$490K	Buy	4,170 +75	+2%	+$9.16K	0.02%	442
2025 Q3	$506K	Sell	4,095 -98	-2%	-$11.9K	0.03%	375
2025 Q2	$522K	Sell	4,193 -366	-8%	-$43.2K	0.03%	363
2025 Q1	$555K	Sell	4,559 -505	-10%	-$57.6K	0.04%	340
2024 Q4	$536K	Buy	5,064 +106	+2%	+$12K	0.04%	342
2024 Q3	$598K	Buy	4,958 +234	+5%	+$26K	0.06%	282
2024 Q2	$524K	Buy	+4,724	New	+$473K	0.07%	263

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 Wealth Management's DUK Position: Q1 2026 in Review

Diversify Wealth Management increased its Duke Energy (DUK) stake by 173% in Q1 2026, buying an estimated $903K and bringing the position to 11,395 shares worth $1.44M. The position accounts for 0.03% of the portfolio, ranked #479.

Diversify Wealth Management first reported a position in DUK in Q2 2024 and has held it in 8 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Diversify Wealth Management held 11,395 shares of Duke Energy worth $1.44M as of Q1 2026.
Diversify Wealth Management bought 7,225 Duke Energy shares in Q1 2026, an estimated $903K.
Duke Energy made up 0.03% of Diversify Wealth Management's portfolio in Q1 2026, its #479 holding.
Diversify Wealth Management first reported a position in Duke Energy in Q2 2024 and has held it in 8 quarters since.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.