Financial Security Advisor’s Duke Energy DUK Stock Holding History

Financial Security Advisor’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	$849K	Buy	6,484 +1,566	+32%	+$196K	0.16%	61
2025 Q4	$576K	Buy	4,918 +21	+0.4%	+$2.56K	0.11%	78
2025 Q3	$606K	Buy	4,897 +14	+0.3%	+$1.7K	0.13%	70
2025 Q2	$576K	Buy	4,883 +15	+0.3%	+$1.77K	0.13%	65
2025 Q1	$594K	Buy	4,868 +6	+0.1%	+$684	0.15%	60
2024 Q4	$524K	Buy	4,862 +6	+0.1%	+$680	0.13%	62
2024 Q3	$560K	Sell	4,856 -53	-1%	-$5.9K	0.14%	59
2024 Q2	$492K	Buy	4,909 +67	+1%	+$6.7K	0.16%	57
2024 Q1	$468K	Sell	4,842 -286	-6%	-$27.1K	0.16%	59
2023 Q4	$498K	Sell	5,128 -466	-8%	-$42.4K	0.2%	53
2023 Q3	$494K	Buy	+5,594	New	+$513K	0.23%	53

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 Security Advisor's DUK Position: Q1 2026 in Review

Financial Security Advisor increased its Duke Energy (DUK) stake by 32% in Q1 2026, buying an estimated $196K and bringing the position to 6,484 shares worth $849K. The position accounts for 0.16% of the portfolio, ranked #61.

Financial Security Advisor first reported a position in DUK in Q3 2023 and has held it in 11 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Financial Security Advisor held 6,484 shares of Duke Energy worth $849K as of Q1 2026.
Financial Security Advisor bought 1,566 Duke Energy shares in Q1 2026, an estimated $196K.
Duke Energy made up 0.16% of Financial Security Advisor's portfolio in Q1 2026, its #61 holding.
Financial Security Advisor first reported a position in Duke Energy in Q3 2023 and has held it in 11 quarters since.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Financial Security Advisor's 13F filing for Q1 2026, filed 4 May 2026.