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Financial Network Wealth Advisors’s Duke Energy DUK Stock Holding History

Financial Network Wealth 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 		$27.9K Sell
213
-7
-3% -$875 0.03% 350
2025
Q4 		$25.8K Sell
220
-33
-13% -$4.03K 0.03% 360
2025
Q3 		$31.3K Hold
253
– – 0.03% 325
2025
Q2 		$29.9K Hold
253
– – 0.04% 321
2025
Q1 		$30.9K Buy
253
+198
+360% +$22.6K 0.04% 301
2024
Q4 		$5.93K Sell
55
-551
-91% -$62.4K 0.01% 343
2024
Q3 		$69.9K Sell
606
-821
-58% -$91.4K 0.06% 244
2024
Q2 		$143K Buy
+1,427
New +$143K 0.11% 169

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 Network Wealth Advisors's DUK Position: Q1 2026 in Review

Financial Network Wealth Advisors reduced its Duke Energy (DUK) stake by 3.2% in Q1 2026, selling an estimated $875 and leaving 213 shares worth $27.9K. The position accounts for 0.03% of the portfolio, ranked #350.

Financial Network Wealth Advisors first reported a position in DUK in Q2 2024 and has held it in 8 quarters since. The position peaked at $143K in Q2 2024. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Financial Network Wealth Advisors held 213 shares of Duke Energy worth $27.9K as of Q1 2026.
  • Financial Network Wealth Advisors sold 7 Duke Energy shares in Q1 2026, an estimated $875.
  • Duke Energy made up 0.03% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #350 holding.
  • Financial Network Wealth Advisors first reported a position in Duke Energy in Q2 2024 and has held it in 8 quarters since.
  • Financial Network Wealth Advisors's Duke Energy position peaked at $143K in Q2 2024.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

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