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Financial Gravity Asset Management’s Duke Energy DUK Stock Holding History

Financial Gravity Asset Management’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 		$17.5K Buy
+134
New +$16.8K ﹤0.01% 468
2025
Q1 		$16.3K Buy
+134
New +$15.3K ﹤0.01% 514
2024
Q2 		– Sell
-24
Closed -$2.32K – 1709
2024
Q1 		$2.32K Buy
+24
New +$2.28K ﹤0.01% 1044
2023
Q3 		– Sell
-90
Closed -$1.76K – 1394
2023
Q2 		$1.76K Buy
+90
New +$8.49K ﹤0.01% 672
2023
Q1 		– Sell
-103
Closed -$8.06K – 1287
2022
Q4 		$8.06K Sell
103
-1,571
-94% -$151K 0.04% 316
2022
Q3 		$2.18K Sell
1,674
-252
-13% -$27.1K 0.07% 271
2022
Q2 		$2.76K Buy
+1,926
New +$212K 0.09% 232
2022
Q1 		– Sell
-1
Closed – – 926
2021
Q4 		$0 Hold
1
– – ﹤0.01% 970
2021
Q3 		$0 Hold
1
– – ﹤0.01% 961
2021
Q2 		$0 Buy
+1
New +$100 ﹤0.01% 983
2020
Q2 		– Sell
-380
Closed -$31 – 232
2020
Q1 		$31 Sell
380
-180
-32% -$16.5K ﹤0.01% 992
2019
Q4 		$142K Sell
560
-202
-27% -$18.5K 0.1% 201
2019
Q3 		$73K Sell
762
-60
-7% -$5.46K 0.06% 248
2019
Q2 		$73K Sell
822
-61
-7% -$5.39K 0.06% 264
2019
Q1 		$79K Buy
+883
New +$77.9K 0.06% 232
2018
Q3 		$33K Buy
388
+4
+1% +$323 0.03% 410
2018
Q2 		$31K Sell
384
-406
-51% -$31.2K 0.03% 418
2018
Q1 		$63K Buy
+790
New +$61.1K 0.06% 258

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Gravity Asset Management's DUK Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in Duke Energy (DUK) in Q1 2026: 134 shares worth $17.5K. The stake represents ﹤0.01% of the portfolio and ranks #468 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in DUK as recently as Q1 2025.

Financial Gravity Asset Management first reported a position in DUK in Q1 2018 and has held it in 18 quarters since. The position peaked at $142K in Q4 2019. 2,480 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Financial Gravity Asset Management held 134 shares of Duke Energy worth $17.5K as of Q1 2026.
  • Duke Energy was a new Financial Gravity Asset Management position in Q1 2026.
  • Duke Energy made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #468 holding.
  • Financial Gravity Asset Management first reported a position in Duke Energy in Q1 2018 and has held it in 18 quarters since.
  • Financial Gravity Asset Management's Duke Energy position peaked at $142K in Q4 2019.
  • 2,480 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.