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
2021 Q3	$0	Hold	1	–	–	﹤0.01%	961
2021 Q2	$0	Buy	+1	New	+$100	﹤0.01%	966
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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 11 quarters since. The position peaked at $142K in Q4 2019. 2,491 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 11 quarters since.
Financial Gravity Asset Management's Duke Energy position peaked at $142K in Q4 2019.
2,491 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.