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Elevated Capital Advisors’s Duke Energy DUK Stock Holding History

Elevated Capital 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 		$13K Sell
99
-21
-18% -$2.63K ﹤0.01% 442
2025
Q4 		$14.1K Buy
+120
New +$14.7K ﹤0.01% 419
2024
Q2 		– Sell
-17,292
Closed -$1.67M – 229
2024
Q1 		$1.67M Buy
17,292
+859
+5% +$81.5K 0.48% 64
2023
Q4 		$1.59M Sell
16,433
-688
-4% -$62.6K 0.5% 68
2023
Q3 		$1.51M Sell
17,121
-249
-1% -$22.8K 0.51% 67
2023
Q2 		$1.56M Buy
17,370
+847
+5% +$79.9K 0.52% 74
2023
Q1 		$1.59M Buy
16,523
+345
+2% +$34.1K 0.57% 63
2022
Q4 		$1.67M Buy
16,178
+1,130
+8% +$108K 0.64% 52
2022
Q3 		$1.4M Buy
+15,048
New +$1.62M 0.55% 59
2022
Q1 		$1.44M Buy
+12,886
New +$1.34M 0.48% 65
2021
Q3 		$1.04M Buy
+10,690
New +$1.11M 0.36% 85
2021
Q1 		$942K Buy
9,287
+410
+5% +$37.4K 0.37% 90
2020
Q4 		$813K Sell
8,877
-631
-7% -$58.4K 0.35% 96
2020
Q3 		$924K Sell
9,508
-248
-3% -$20.4K 0.43% 78
2020
Q2 		$795K Buy
+9,756
New +$824K 0.37% 101
2019
Q4 		$350K Buy
+3,835
New +$352K 0.39% 76
2019
Q1 		$768K Buy
+8,772
New +$773K 0.51% 67

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

Elevated Capital Advisors's DUK Position: Q1 2026 in Review

Elevated Capital Advisors reduced its Duke Energy (DUK) stake by 18% in Q1 2026, selling an estimated $2.63K and leaving 99 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Elevated Capital Advisors first reported a position in DUK in Q1 2019 and has held it in 17 quarters since. The position peaked at $1.67M in Q1 2024. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Elevated Capital Advisors held 99 shares of Duke Energy worth $13K as of Q1 2026.
  • Elevated Capital Advisors sold 21 Duke Energy shares in Q1 2026, an estimated $2.63K.
  • Duke Energy made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q1 2026, its #442 holding.
  • Elevated Capital Advisors first reported a position in Duke Energy in Q1 2019 and has held it in 17 quarters since.
  • Elevated Capital Advisors's Duke Energy position peaked at $1.67M in Q1 2024.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.