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Frazier Financial Advisors’s Duke Energy DUK Stock Holding History

Frazier Financial 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 		$48.1K Buy
368
+231
+169% +$28.9K 0.03% 191
2025
Q4 		$16.1K Hold
137
– – 0.01% 294
2025
Q3 		$17K Hold
137
– – 0.01% 285
2025
Q2 		$16.2K Hold
137
– – 0.01% 290
2025
Q1 		$16.7K Hold
137
– – 0.01% 267
2024
Q4 		$14.8K Hold
137
– – 0.01% 280
2024
Q3 		$15.8K Sell
137
-82
-37% -$9.13K 0.01% 289
2024
Q2 		$22K Hold
219
– – 0.02% 271
2024
Q1 		$21.2K Buy
219
+82
+60% +$7.78K 0.02% 255
2023
Q4 		$13.3K Buy
+137
New +$12.5K 0.01% 296

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

Frazier Financial Advisors's DUK Position: Q1 2026 in Review

Frazier Financial Advisors increased its Duke Energy (DUK) stake by 169% in Q1 2026, buying an estimated $28.9K and bringing the position to 368 shares worth $48.1K. The position accounts for 0.03% of the portfolio, ranked #191.

Frazier Financial Advisors first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Frazier Financial Advisors held 368 shares of Duke Energy worth $48.1K as of Q1 2026.
  • Frazier Financial Advisors bought 231 Duke Energy shares in Q1 2026, an estimated $28.9K.
  • Duke Energy made up 0.03% of Frazier Financial Advisors's portfolio in Q1 2026, its #191 holding.
  • Frazier Financial Advisors first reported a position in Duke Energy in Q4 2023 and has held it in 10 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.