FFA
DUK icon

Founders Financial Alliance’s Duke Energy DUK Stock Holding History

Founders Financial Alliance’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 		$7.87M Buy
60,115
+1,864
+3% +$233K 1.42% 10
2025
Q4 		$6.83M Buy
58,251
+966
+2% +$118K 1.29% 12
2025
Q3 		$7.09M Buy
57,285
+1,538
+3% +$187K 1.34% 10
2025
Q2 		$6.58M Buy
55,747
+232
+0.4% +$27.4K 1.5% 10
2025
Q1 		$6.77M Buy
55,515
+1,267
+2% +$144K 1.64% 6
2024
Q4 		$5.84M Sell
54,248
-2,349
-4% -$266K 1.61% 9
2024
Q3 		$6.53M Buy
56,597
+572
+1% +$63.7K 1.82% 7
2024
Q2 		$5.62M Buy
56,025
+1,891
+3% +$189K 1.67% 8
2024
Q1 		$5.24M Buy
54,134
+2,164
+4% +$205K 1.57% 8
2023
Q4 		$5.04M Sell
51,970
-2,832
-5% -$258K 1.96% 6
2023
Q3 		$4.84M Buy
54,802
+2,833
+5% +$260K 2.11% 5
2023
Q2 		$4.66M Buy
51,969
+4,904
+10% +$463K 1.84% 6
2023
Q1 		$4.56M Sell
47,065
-4,574
-9% -$452K 2.28% 3
2022
Q4 		$5.32M Buy
51,639
+1,397
+3% +$134K 2.44% 4
2022
Q3 		$4.67M Buy
50,242
+23,805
+90% +$2.56M 2.38% 4
2022
Q2 		$2.83M Sell
26,437
-22,691
-46% -$2.5M 1.44% 9
2022
Q1 		$5.49M Buy
49,128
+1,245
+3% +$129K 2.44% 4
2021
Q4 		$5.02M Buy
47,883
+612
+1% +$62K 2.02% 4
2021
Q3 		$4.61M Sell
47,271
-313
-0.7% -$32.4K 2.16% 4
2021
Q2 		$4.69M Sell
47,584
-92
-0.2% -$9.24K 2.13% 6
2021
Q1 		$4.77M Buy
47,676
+964
+2% +$88K 2.35% 4
2020
Q4 		$4.28M Sell
46,712
-78
-0.2% -$7.21K 2.42% 5
2020
Q3 		$4.22M Buy
+46,790
New +$3.86M 2.52% 3

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

Founders Financial Alliance's DUK Position: Q1 2026 in Review

Founders Financial Alliance increased its Duke Energy (DUK) stake by 3.2% in Q1 2026, buying an estimated $233K and bringing the position to 60,115 shares worth $7.87M. The position accounts for 1.42% of the portfolio, ranked #10.

Founders Financial Alliance first reported a position in DUK in Q3 2020 and has held it in 23 quarters since. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Founders Financial Alliance held 60,115 shares of Duke Energy worth $7.87M as of Q1 2026.
  • Founders Financial Alliance bought 1,864 Duke Energy shares in Q1 2026, an estimated $233K.
  • Duke Energy made up 1.42% of Founders Financial Alliance's portfolio in Q1 2026, its #10 holding.
  • Founders Financial Alliance first reported a position in Duke Energy in Q3 2020 and has held it in 23 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.