DOA
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D'Orazio & Associates’s Duke Energy DUK Stock Holding History

D'Orazio & Associates’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 		$302K Sell
2,308
-671
-23% -$83.9K 0.04% 194
2025
Q4 		$349K Buy
2,979
+9
+0.3% +$1.1K 0.04% 160
2025
Q3 		$368K Buy
2,970
+249
+9% +$30.2K 0.05% 148
2025
Q2 		$321K Buy
2,721
+164
+6% +$19.4K 0.05% 160
2025
Q1 		$312K Sell
2,557
-189
-7% -$21.5K 0.05% 159
2024
Q4 		$296K Buy
2,746
+186
+7% +$21.1K 0.04% 160
2024
Q3 		$295K Buy
2,560
+133
+5% +$14.8K 0.04% 157
2024
Q2 		$243K Buy
2,427
+320
+15% +$32K 0.04% 165
2024
Q1 		$204K Buy
+2,107
New +$200K 0.03% 180
2021
Q4 		– Sell
-1,472
Closed -$144K – 273
2021
Q3 		$144K Buy
1,472
+29
+2% +$3K 0.04% 113
2021
Q2 		$142K Buy
1,443
+1
+0.1% +$100 0.04% 103
2021
Q1 		$139K Buy
1,442
+1
+0.1% +$91 0.04% 97
2020
Q4 		$132K Buy
1,441
+1
+0.1% +$93 0.04% 92
2020
Q3 		$127K Buy
1,440
+2
+0.1% +$165 0.05% 87
2020
Q2 		$115K Buy
1,438
+1
+0.1% +$84 0.05% 88
2020
Q1 		$116K Sell
1,437
-5,946
-81% -$546K 0.06% 82
2019
Q4 		$673K Buy
7,383
+59
+0.8% +$5.41K 0.2% 27
2019
Q3 		$702K Buy
7,324
+318
+5% +$28.9K 0.23% 26
2019
Q2 		$618K Buy
7,006
+60
+0.9% +$5.3K 0.18% 27
2019
Q1 		$625K Buy
6,946
+1,058
+18% +$93.3K 0.19% 27
2018
Q4 		$508K Buy
5,888
+57
+1% +$4.85K 0.17% 26
2018
Q3 		$467K Buy
5,831
+158
+3% +$12.8K 0.17% 29
2018
Q2 		$449K Buy
5,673
+63
+1% +$4.84K 0.17% 31
2018
Q1 		$435K Buy
5,610
+848
+18% +$65.5K 0.16% 30
2017
Q4 		$401K Buy
4,762
+63
+1% +$5.5K 0.14% 30
2017
Q3 		$394K Buy
4,699
+629
+15% +$53.9K 0.15% 29
2017
Q2 		$340K Buy
4,070
+961
+31% +$80.8K 0.13% 31
2017
Q1 		$255K Buy
3,109
+328
+12% +$26.1K 0.1% 36
2016
Q4 		$216K Buy
2,781
+27
+1% +$2.07K 0.09% 41
2016
Q3 		$220K Buy
2,754
+1,014
+58% +$84K 0.09% 40
2016
Q2 		$149K Buy
1,740
+14
+0.8% +$1.12K 0.06% 64
2016
Q1 		$139K Buy
1,726
+14
+0.8% +$1.06K 0.06% 65
2015
Q4 		$122K Buy
1,712
+1,143
+201% +$80.4K 0.06% 59
2015
Q3 		$41K Buy
569
+2
+0.4% +$145 0.02% 107
2015
Q2 		$40K Sell
567
-4
-0.7% -$302 0.03% 108
2015
Q1 		$44K Buy
571
+2
+0.4% +$162 0.03% 105
2014
Q4 		$48K Buy
569
+2
+0.4% +$161 0.03% 88
2014
Q3 		$42K Buy
567
+2
+0.4% +$146 0.03% 95
2014
Q2 		$42K Buy
565
+2
+0.4% +$144 0.03% 94
2014
Q1 		$40K Buy
563
+2
+0.4% +$139 0.03% 92
2013
Q4 		$39K Buy
+561
New +$39.3K 0.03% 83

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

D'Orazio & Associates's DUK Position: Q1 2026 in Review

D'Orazio & Associates reduced its Duke Energy (DUK) stake by 23% in Q1 2026, selling an estimated $83.9K and leaving 2,308 shares worth $302K. The position accounts for 0.04% of the portfolio, ranked #194.

D'Orazio & Associates first reported a position in DUK in Q4 2013 and has held it in 41 quarters since. The position peaked at $702K in Q3 2019. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • D'Orazio & Associates held 2,308 shares of Duke Energy worth $302K as of Q1 2026.
  • D'Orazio & Associates sold 671 Duke Energy shares in Q1 2026, an estimated $83.9K.
  • Duke Energy made up 0.04% of D'Orazio & Associates's portfolio in Q1 2026, its #194 holding.
  • D'Orazio & Associates first reported a position in Duke Energy in Q4 2013 and has held it in 41 quarters since.
  • D'Orazio & Associates's Duke Energy position peaked at $702K in Q3 2019.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on D'Orazio & Associates's 13F filing for Q1 2026, filed 7 May 2026.