Financial Engines Advisors’s Duke Energy DUK Stock Holding History

Financial Engines Advisors’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	$245K	Buy	+1,872	New	+$234K	﹤0.01%	493
2025 Q4	–	Sell	-2,066	Closed	-$256K	–	546
2025 Q3	$256K	Buy	2,066 +238	+13%	+$28.9K	﹤0.01%	493
2025 Q2	$216K	Buy	+1,828	New	+$216K	﹤0.01%	491
2025 Q1	–	Sell	-3,012	Closed	-$325K	–	434
2024 Q4	$325K	Buy	+3,012	New	+$341K	﹤0.01%	371
2023 Q4	–	Sell	-3,027	Closed	-$267K	–	326
2023 Q3	$267K	Buy	+3,027	New	+$278K	﹤0.01%	250
2021 Q3	–	Sell	-2,440	Closed	-$241K	–	272
2021 Q2	$241K	Sell	2,440 -5,109	-68%	-$513K	﹤0.01%	195
2021 Q1	$729K	Buy	7,549 +176	+2%	+$16.1K	﹤0.01%	140
2020 Q4	$675K	Sell	7,373 -449	-6%	-$41.5K	﹤0.01%	143
2020 Q3	$693K	Buy	7,822 +301	+4%	+$24.8K	﹤0.01%	136
2020 Q2	$601K	Buy	+7,521	New	+$636K	﹤0.01%	122
2018 Q4	–	Sell	-14	Closed	-$1K	–	123
2018 Q3	$1K	Sell	14 -266	-95%	-$21.5K	﹤0.01%	151
2018 Q2	$22K	Buy	280 +2	+0.7%	+$154	﹤0.01%	77
2018 Q1	$22K	Buy	278 +18	+7%	+$1.39K	﹤0.01%	77
2017 Q4	$22K	Buy	+260	New	+$22.7K	﹤0.01%	89

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 Engines Advisors's DUK Position: Q1 2026 in Review

Financial Engines Advisors opened a new position in Duke Energy (DUK) in Q1 2026: 1,872 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #493 among its holdings. This is a return to the name: Financial Engines Advisors previously reported a position in DUK as recently as Q3 2025.

Financial Engines Advisors first reported a position in DUK in Q4 2017 and has held it in 14 quarters since. The position peaked at $729K in Q1 2021. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Financial Engines Advisors held 1,872 shares of Duke Energy worth $245K as of Q1 2026.
Duke Energy was a new Financial Engines Advisors position in Q1 2026.
Duke Energy made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #493 holding.
Financial Engines Advisors first reported a position in Duke Energy in Q4 2017 and has held it in 14 quarters since.
Financial Engines Advisors's Duke Energy position peaked at $729K in Q1 2021.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.