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Financial Advisors Network’s Duke Energy DUK Stock Holding History

Financial Advisors Network’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 		$549K Buy
4,190
+292
+7% +$36.5K 0.08% 107
2025
Q4 		$457K Buy
3,898
+135
+4% +$16.5K 0.06% 119
2025
Q3 		$466K Buy
3,763
+171
+5% +$20.8K 0.07% 116
2025
Q2 		$424K Buy
3,592
+431
+14% +$50.9K 0.06% 122
2025
Q1 		$386K Buy
3,161
+81
+3% +$9.23K 0.06% 119
2024
Q4 		$332K Buy
+3,080
New +$349K 0.06% 138
2023
Q4 		$295K Sell
3,035
-245
-7% -$22.3K 0.06% 135
2023
Q3 		$290K Buy
+3,280
New +$301K 0.07% 124
2017
Q1 		– Sell
-87
Closed -$6.71K – 190
2016
Q4 		$6.71K Buy
+87
New +$6.66K 0.01% 299

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

Financial Advisors Network's DUK Position: Q1 2026 in Review

Financial Advisors Network increased its Duke Energy (DUK) stake by 7.5% in Q1 2026, buying an estimated $36.5K and bringing the position to 4,190 shares worth $549K. The position accounts for 0.08% of the portfolio, ranked #107.

Financial Advisors Network first reported a position in DUK in Q4 2016 and has held it in 9 quarters since. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Financial Advisors Network held 4,190 shares of Duke Energy worth $549K as of Q1 2026.
  • Financial Advisors Network bought 292 Duke Energy shares in Q1 2026, an estimated $36.5K.
  • Duke Energy made up 0.08% of Financial Advisors Network's portfolio in Q1 2026, its #107 holding.
  • Financial Advisors Network first reported a position in Duke Energy in Q4 2016 and has held it in 9 quarters since.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Financial Advisors Network's 13F filing for Q1 2026, filed 15 May 2026.