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DUK icon

Dover Advisors’s Duke Energy DUK Stock Holding History

Dover 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 		$2.74M Sell
20,910
-422
-2% -$52.8K 1.13% 21
2025
Q4 		$2.5M Buy
21,332
+547
+3% +$66.8K 0.97% 27
2025
Q3 		$2.57M Buy
20,785
+1,197
+6% +$145K 1.03% 26
2025
Q2 		$2.31M Sell
19,588
-897
-4% -$106K 1.02% 24
2025
Q1 		$2.5M Buy
20,485
+7,002
+52% +$798K 1.09% 25
2024
Q4 		$1.45M Sell
13,483
-52
-0.4% -$5.89K 0.83% 37
2024
Q3 		$1.56M Buy
13,535
+1,500
+12% +$167K 0.89% 36
2024
Q2 		$1.21M Hold
12,035
– – 0.75% 43
2024
Q1 		$1.16M Buy
12,035
+6,670
+124% +$633K 0.8% 40
2023
Q4 		$521K Sell
5,365
-334
-6% -$30.4K 0.68% 54
2023
Q3 		$503K Buy
5,699
+152
+3% +$13.9K 0.51% 62
2023
Q2 		$498K Sell
5,547
-344
-6% -$32.5K 0.44% 64
2023
Q1 		$568K Buy
5,891
+361
+7% +$35.7K 0.55% 56
2022
Q4 		$570K Buy
+5,530
New +$531K 0.61% 54

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

Dover Advisors's DUK Position: Q1 2026 in Review

Dover Advisors reduced its Duke Energy (DUK) stake by 2% in Q1 2026, selling an estimated $52.8K and leaving 20,910 shares worth $2.74M. The position accounts for 1.13% of the portfolio, ranked #21.

Dover Advisors first reported a position in DUK in Q4 2022 and has held it in 14 quarters since. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Dover Advisors held 20,910 shares of Duke Energy worth $2.74M as of Q1 2026.
  • Dover Advisors sold 422 Duke Energy shares in Q1 2026, an estimated $52.8K.
  • Duke Energy made up 1.13% of Dover Advisors's portfolio in Q1 2026, its #21 holding.
  • Dover Advisors first reported a position in Duke Energy in Q4 2022 and has held it in 14 quarters since.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Dover Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.