FPWM
DUK icon

FSB Premier Wealth Management’s Duke Energy DUK Stock Holding History

FSB Premier Wealth Management’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 		$258K Sell
1,968
-67
-3% -$8.38K 0.08% 220
2025
Q4 		$239K Sell
2,035
-189
-8% -$23.1K 0.08% 213
2025
Q3 		$275K Buy
2,224
+7
+0.3% +$849 0.09% 194
2025
Q2 		$262K Sell
2,217
-165
-7% -$19.5K 0.09% 188
2025
Q1 		$291K Sell
2,382
-294
-11% -$33.5K 0.11% 172
2024
Q4 		$288K Buy
2,676
+108
+4% +$12.2K 0.12% 173
2024
Q3 		$296K Sell
2,568
-58
-2% -$6.46K 0.12% 167
2024
Q2 		$263K Sell
2,626
-189
-7% -$18.9K 0.12% 158
2024
Q1 		$272K Sell
2,815
-8
-0.3% -$759 0.13% 146
2023
Q4 		$274K Buy
2,823
+108
+4% +$9.82K 0.14% 136
2023
Q3 		$240K Buy
2,715
+143
+6% +$13.1K 0.13% 132
2023
Q2 		$231K Buy
2,572
+299
+13% +$28.2K 0.13% 138
2023
Q1 		$219K Buy
+2,273
New +$225K 0.12% 135
2022
Q1 		– Sell
-608
Closed -$63K – 244
2021
Q4 		$63K Buy
+608
New +$61.6K 0.03% 215

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

FSB Premier Wealth Management's DUK Position: Q1 2026 in Review

FSB Premier Wealth Management reduced its Duke Energy (DUK) stake by 3.3% in Q1 2026, selling an estimated $8.38K and leaving 1,968 shares worth $258K. The position accounts for 0.08% of the portfolio, ranked #220.

FSB Premier Wealth Management first reported a position in DUK in Q4 2021 and has held it in 14 quarters since. The position peaked at $296K in Q3 2024. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • FSB Premier Wealth Management held 1,968 shares of Duke Energy worth $258K as of Q1 2026.
  • FSB Premier Wealth Management sold 67 Duke Energy shares in Q1 2026, an estimated $8.38K.
  • Duke Energy made up 0.08% of FSB Premier Wealth Management's portfolio in Q1 2026, its #220 holding.
  • FSB Premier Wealth Management first reported a position in Duke Energy in Q4 2021 and has held it in 14 quarters since.
  • FSB Premier Wealth Management's Duke Energy position peaked at $296K in Q3 2024.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.