FWP
DUK icon

FAS Wealth Partners’s Duke Energy DUK Stock Holding History

FAS Wealth Partners’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 		$5.14M Buy
39,278
+1,322
+3% +$165K 0.32% 67
2025
Q4 		$4.45M Buy
37,956
+1,760
+5% +$215K 0.29% 74
2025
Q3 		$4.48M Buy
36,196
+1,204
+3% +$146K 0.3% 68
2025
Q2 		$4.13M Buy
34,992
+1,641
+5% +$194K 0.31% 69
2025
Q1 		$4.07M Buy
33,351
+1,210
+4% +$138K 0.33% 66
2024
Q4 		$3.46M Buy
32,141
+875
+3% +$99.1K 0.29% 76
2024
Q3 		$3.6M Buy
31,266
+1,397
+5% +$155K 0.29% 76
2024
Q2 		$2.99M Buy
29,869
+833
+3% +$83.3K 0.26% 84
2024
Q1 		$2.81M Buy
29,036
+759
+3% +$72K 0.25% 90
2023
Q4 		$2.74M Buy
28,277
+2,933
+12% +$267K 0.26% 86
2023
Q3 		$2.24M Buy
25,344
+959
+4% +$87.9K 0.24% 87
2023
Q2 		$2.19M Buy
24,385
+1,729
+8% +$163K 0.28% 82
2023
Q1 		$2.19M Buy
22,656
+449
+2% +$44.4K 0.24% 91
2022
Q4 		$2.29M Buy
22,207
+2,411
+12% +$231K 0.26% 89
2022
Q3 		$1.84M Buy
19,796
+2,632
+15% +$283K 0.2% 88
2022
Q2 		$1.84M Buy
17,164
+1,794
+12% +$197K 0.19% 84
2022
Q1 		$1.72M Buy
15,370
+2,497
+19% +$259K 0.16% 89
2021
Q4 		$1.35M Buy
12,873
+3,036
+31% +$308K 0.12% 106
2021
Q3 		$960K Buy
9,837
+1,042
+12% +$108K 0.09% 130
2021
Q2 		$868K Buy
8,795
+1,505
+21% +$151K 0.08% 139
2021
Q1 		$704K Sell
7,290
-166
-2% -$15.2K 0.07% 149
2020
Q4 		$683K Buy
7,456
+64
+0.9% +$5.92K 0.08% 147
2020
Q3 		$655K Buy
7,392
+189
+3% +$15.6K 0.09% 140
2020
Q2 		$575K Buy
7,203
+16
+0.2% +$1.35K 0.08% 140
2020
Q1 		$581K Buy
7,187
+554
+8% +$50.9K 0.1% 123
2019
Q4 		$605K Sell
6,633
-76
-1% -$6.97K 0.1% 127
2019
Q3 		$643K Buy
6,709
+87
+1% +$7.92K 0.12% 118
2019
Q2 		$584K Buy
6,622
+22
+0.3% +$1.94K 0.11% 118
2019
Q1 		$594K Sell
6,600
-128
-2% -$11.3K 0.12% 117
2018
Q4 		$581K Sell
6,728
-78
-1% -$6.64K 0.13% 113
2018
Q3 		$545K Buy
6,806
+229
+3% +$18.5K 0.12% 107
2018
Q2 		$520K Buy
6,577
+194
+3% +$14.9K 0.14% 104
2018
Q1 		$495K Sell
6,383
-155
-2% -$12K 0.14% 110
2017
Q4 		$550K Buy
6,538
+18
+0.3% +$1.57K 0.14% 104
2017
Q3 		$547K Sell
6,520
-202
-3% -$17.3K 0.15% 93
2017
Q2 		$562K Buy
6,722
+17
+0.3% +$1.43K 0.17% 85
2017
Q1 		$550K Sell
6,705
-247
-4% -$19.6K 0.17% 86
2016
Q4 		$540K Sell
6,952
-381
-5% -$29.2K 0.16% 81
2016
Q3 		$587K Buy
7,333
+419
+6% +$34.7K 0.19% 70
2016
Q2 		$593K Sell
6,914
-457
-6% -$36.5K 0.22% 63
2016
Q1 		$595K Buy
7,371
+419
+6% +$31.7K 0.31% 39
2015
Q4 		$496K Sell
6,952
-6,779
-49% -$477K 0.25% 60
2015
Q3 		$988K Buy
13,731
+4,514
+49% +$327K 0.57% 22
2015
Q2 		$651K Buy
9,217
+74
+0.8% +$5.59K 0.33% 35
2015
Q1 		$702K Buy
9,143
+322
+4% +$26.1K 0.36% 30
2014
Q4 		$737K Buy
8,821
+33
+0.4% +$2.66K 0.39% 30
2014
Q3 		$657K Sell
8,788
-539
-6% -$39.3K 0.38% 26
2014
Q2 		$692K Buy
9,327
+342
+4% +$24.6K 0.4% 25
2014
Q1 		$640K Sell
8,985
-704
-7% -$49.1K 0.43% 21
2013
Q4 		$669K Buy
+9,689
New +$678K 0.4% 19

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

FAS Wealth Partners's DUK Position: Q1 2026 in Review

FAS Wealth Partners increased its Duke Energy (DUK) stake by 3.5% in Q1 2026, buying an estimated $165K and bringing the position to 39,278 shares worth $5.14M. The position accounts for 0.32% of the portfolio, ranked #67.

FAS Wealth Partners first reported a position in DUK in Q4 2013 and has held it in 50 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • FAS Wealth Partners held 39,278 shares of Duke Energy worth $5.14M as of Q1 2026.
  • FAS Wealth Partners bought 1,322 Duke Energy shares in Q1 2026, an estimated $165K.
  • Duke Energy made up 0.32% of FAS Wealth Partners's portfolio in Q1 2026, its #67 holding.
  • FAS Wealth Partners first reported a position in Duke Energy in Q4 2013 and has held it in 50 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.