Financial Connections Group’s Duke Energy DUK Stock Holding History

Financial Connections 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	$24K	Hold	187	–	–	0.01%	141
2025 Q4	$21K	Hold	187	–	–	0.01%	139
2025 Q3	$23K	Hold	187	–	–	0.01%	137
2025 Q2	$22K	Hold	187	–	–	0.01%	140
2025 Q1	$22K	Hold	187	–	–	0.01%	128
2024 Q4	$20K	Hold	187	–	–	0.01%	126
2024 Q3	$21K	Hold	187	–	–	0.01%	124
2024 Q2	$18K	Sell	187 -1	-0.5%	-$100	0.01%	158
2024 Q1	$19K	Buy	188 +1	+0.5%	+$95	0.02%	77
2023 Q4	$18K	Hold	187	–	–	0.01%	145
2023 Q3	$16K	Hold	187	–	–	0.02%	85
2023 Q2	$16K	Hold	187	–	–	0.01%	158
2023 Q1	$18K	Hold	187	–	–	0.01%	138
2022 Q4	$19K	Hold	187	–	–	0.02%	136
2022 Q3	$17K	Hold	187	–	–	0.01%	124
2022 Q2	$20K	Hold	187	–	–	0.02%	144
2022 Q1	$20K	Hold	187	–	–	0.02%	149
2021 Q4	$19K	Buy	+187	New	+$19K	0.02%	161

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

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

Financial Connections Group held its Duke Energy (DUK) position steady in Q1 2026 at 187 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #141.

Financial Connections Group first reported a position in DUK in Q4 2021 and has held it in 18 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Financial Connections Group held 187 shares of Duke Energy worth $24K as of Q1 2026.
Financial Connections Group left its Duke Energy share count unchanged in Q1 2026.
Duke Energy made up 0.01% of Financial Connections Group's portfolio in Q1 2026, its #141 holding.
Financial Connections Group first reported a position in Duke Energy in Q4 2021 and has held it in 18 quarters since.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.