Facet Wealth Inc’s Duke Energy DUK Stock Holding History

Facet Wealth Inc’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	$328K	Buy	2,504 +443	+21%	+$55.4K	0.01%	241
2025 Q4	$248K	Buy	2,061 +339	+20%	+$41.4K	﹤0.01%	250
2025 Q3	$213K	Buy	+1,722	New	+$209K	﹤0.01%	208
2025 Q1	–	Sell	-1,771	Closed	-$204K	–	144
2024 Q4	$204K	Buy	+1,771	New	+$201K	0.01%	142

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

Facet Wealth Inc's DUK Position: Q1 2026 in Review

Facet Wealth Inc increased its Duke Energy (DUK) stake by 21% in Q1 2026, buying an estimated $55.4K and bringing the position to 2,504 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #241.

Facet Wealth Inc first reported a position in DUK in Q4 2024 and has held it in 4 quarters since. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Facet Wealth Inc held 2,504 shares of Duke Energy worth $328K as of Q1 2026.
Facet Wealth Inc bought 443 Duke Energy shares in Q1 2026, an estimated $55.4K.
Duke Energy made up 0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #241 holding.
Facet Wealth Inc first reported a position in Duke Energy in Q4 2024 and has held it in 4 quarters since.
2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.