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Financial Freedom LLC’s Duke Energy DUK Stock Holding History

Financial Freedom LLC’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 		$32.4K Buy
247
+55
+29% +$6.88K 0.02% 194
2025
Q4 		$22.5K Hold
192
– – 0.01% 218
2025
Q3 		$23.8K Hold
192
– – 0.01% 219
2025
Q2 		$22.7K Hold
192
– – 0.01% 218
2025
Q1 		$23.4K Hold
192
– – 0.01% 217
2024
Q4 		$20.7K Hold
192
– – 0.01% 221
2024
Q3 		$22.1K Hold
192
– – 0.01% 211
2024
Q2 		$19.2K Hold
192
– – 0.01% 224
2024
Q1 		$18.6K Hold
192
– – 0.01% 231
2023
Q4 		$18.6K Hold
192
– – 0.01% 231
2023
Q3 		$16.9K Hold
192
– – 0.01% 235
2023
Q2 		$17.2K Hold
192
– – 0.01% 231
2023
Q1 		$18.5K Hold
192
– – 0.01% 218
2022
Q4 		$19.8K Buy
+192
New +$18.4K 0.01% 213

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 Freedom LLC's DUK Position: Q1 2026 in Review

Financial Freedom LLC increased its Duke Energy (DUK) stake by 29% in Q1 2026, buying an estimated $6.88K and bringing the position to 247 shares worth $32.4K. The position accounts for 0.02% of the portfolio, ranked #194.

Financial Freedom LLC first reported a position in DUK in Q4 2022 and has held it in 14 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Financial Freedom LLC held 247 shares of Duke Energy worth $32.4K as of Q1 2026.
  • Financial Freedom LLC bought 55 Duke Energy shares in Q1 2026, an estimated $6.88K.
  • Duke Energy made up 0.02% of Financial Freedom LLC's portfolio in Q1 2026, its #194 holding.
  • Financial Freedom LLC first reported a position in Duke Energy in Q4 2022 and has held it in 14 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.