Founders Financial Securities’s Duke Energy DUK Stock Holding History

Founders Financial Securities’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	$204K	Buy	+1,537	New	+$192K	0.01%	509
2025 Q3	–	Sell	-1,841	Closed	-$217K	–	497
2025 Q2	$217K	Buy	1,841 +12	+0.7%	+$1.42K	0.02%	468
2025 Q1	$221K	Buy	+1,829	New	+$208K	0.02%	431
2020 Q4	–	Sell	-7,267	Closed	-$644K	–	229
2020 Q3	$644K	Sell	7,267 -1,888	-21%	-$156K	0.21%	73
2020 Q2	$740K	Buy	9,155 +2,086	+30%	+$176K	0.24%	76
2020 Q1	$572K	Sell	7,069 -173	-2%	-$15.9K	0.21%	65
2019 Q4	$661K	Buy	7,242 +21	+0.3%	+$1.93K	0.22%	67
2019 Q3	$692K	Buy	7,221 +318	+5%	+$28.9K	0.22%	76
2019 Q2	$609K	Sell	6,903 -1,432	-17%	-$127K	0.2%	72
2019 Q1	$750K	Sell	8,335 -82	-1%	-$7.23K	0.24%	70
2018 Q4	$726K	Sell	8,417 -447	-5%	-$38K	0.26%	61
2018 Q3	$709K	Sell	8,864 -152	-2%	-$12.3K	0.2%	77
2018 Q2	$713K	Buy	9,016 +14	+0.2%	+$1.08K	0.22%	64
2018 Q1	$697K	Buy	+9,002	New	+$696K	0.23%	64

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

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

Founders Financial Securities opened a new position in Duke Energy (DUK) in Q1 2026: 1,537 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #509 among its holdings. This is a return to the name: Founders Financial Securities previously reported a position in DUK as recently as Q2 2025.

Founders Financial Securities first reported a position in DUK in Q1 2018 and has held it in 14 quarters since. The position peaked at $750K in Q1 2019. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Founders Financial Securities held 1,537 shares of Duke Energy worth $204K as of Q1 2026.
Duke Energy was a new Founders Financial Securities position in Q1 2026.
Duke Energy made up 0.01% of Founders Financial Securities's portfolio in Q1 2026, its #509 holding.
Founders Financial Securities first reported a position in Duke Energy in Q1 2018 and has held it in 14 quarters since.
Founders Financial Securities's Duke Energy position peaked at $750K in Q1 2019.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.