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Elite Wealth Management’s Duke Energy DUK Stock Holding History

Elite 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 		– Sell
-3,615
Closed -$424K – 52
2025
Q4 		$424K Buy
+3,615
New +$441K 0.12% 43
2014
Q3 		– Sell
-200
Closed -$14.6K – 668
2014
Q2 		$15K Hold
200
– – 0.02% 200
2014
Q1 		$14K Sell
200
-191
-49% -$13.3K 0.01% 220
2013
Q4 		$27K Sell
391
-1,736
-82% -$121K 0.02% 231
2013
Q3 		$142K Buy
+2,127
New +$145K 0.13% 91

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

Elite Wealth Management's DUK Position: Q1 2026 in Review

Elite Wealth Management sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 3,615 shares — an estimated $424K sold.

Elite Wealth Management first reported a position in DUK in Q3 2013 and held it in 5 quarters. The position peaked at $424K in Q4 2025. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Elite Wealth Management reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
  • Elite Wealth Management sold 3,615 Duke Energy shares in Q1 2026, an estimated $424K.
  • Elite Wealth Management first reported a position in Duke Energy in Q3 2013 and held it in 5 quarters.
  • Elite Wealth Management's Duke Energy position peaked at $424K in Q4 2025.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Elite Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.