Ethos Financial Group’s Duke Energy DUK Stock Holding History

Ethos Financial Group’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	$1.7M	Buy	14,534 +14	+0.1%	+$1.75K	0.12%	152
2025 Q4	$1.7M	Sell	14,520 -995	-6%	-$122K	0.13%	154
2025 Q3	$1.92M	Buy	15,515 +1,267	+9%	+$154K	0.15%	125
2025 Q2	$1.68M	Buy	14,248 +1,534	+12%	+$181K	0.14%	133
2025 Q1	$1.55M	Buy	+12,714	New	+$1.45M	0.15%	132

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

Ethos Financial Group's DUK Position: Q1 2026 in Review

Ethos Financial Group increased its Duke Energy (DUK) stake by 0.1% in Q1 2026, buying an estimated $1.75K and bringing the position to 14,534 shares worth $1.7M. The position accounts for 0.12% of the portfolio, ranked #152.

Ethos Financial Group first reported a position in DUK in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.92M in Q3 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Ethos Financial Group held 14,534 shares of Duke Energy worth $1.7M as of Q1 2026.
Ethos Financial Group bought 14 Duke Energy shares in Q1 2026, an estimated $1.75K.
Duke Energy made up 0.12% of Ethos Financial Group's portfolio in Q1 2026, its #152 holding.
Ethos Financial Group first reported a position in Duke Energy in Q1 2025 and has held it in 5 quarters since.
Ethos Financial Group's Duke Energy position peaked at $1.92M in Q3 2025.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.