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Guardian Wealth Advisors (North Carolina)’s Duke Energy DUK Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$1.06M Sell
8,079
-122
-1% -$15.3K 0.07% 153
2025
Q4 		$961K Buy
8,201
+475
+6% +$58K 0.06% 159
2025
Q3 		$956K Sell
7,726
-762
-9% -$92.5K 0.06% 150
2025
Q2 		$1M Buy
8,488
+159
+2% +$18.8K 0.07% 143
2025
Q1 		$1.02M Sell
8,329
-172
-2% -$19.6K 0.08% 128
2024
Q4 		$916K Buy
8,501
+412
+5% +$46.7K 0.07% 138
2024
Q3 		$933K Sell
8,089
-2,292
-22% -$255K 0.1% 110
2024
Q2 		$1.04M Sell
10,381
-968
-9% -$96.8K 0.12% 95
2024
Q1 		$1.1M Buy
11,349
+1,108
+11% +$105K 0.13% 89
2023
Q4 		$994K Sell
10,241
-306
-3% -$27.8K 0.15% 84
2023
Q3 		$931K Buy
10,547
+939
+10% +$86.1K 0.16% 84
2023
Q2 		$862K Sell
9,608
-879
-8% -$83K 0.15% 83
2023
Q1 		$1.01M Buy
10,487
+244
+2% +$24.1K 0.18% 74
2022
Q4 		$1.05M Buy
10,243
+100
+1% +$9.6K 0.2% 63
2022
Q3 		$943K Buy
10,143
+921
+10% +$98.9K 0.18% 67
2022
Q2 		$989K Buy
+9,222
New +$1.01M 0.18% 67

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

Guardian Wealth Advisors (North Carolina)'s DUK Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Duke Energy (DUK) stake by 1.5% in Q1 2026, selling an estimated $15.3K and leaving 8,079 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #153.

Guardian Wealth Advisors (North Carolina) first reported a position in DUK in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.1M in Q1 2024. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 8,079 shares of Duke Energy worth $1.06M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 122 Duke Energy shares in Q1 2026, an estimated $15.3K.
  • Duke Energy made up 0.07% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #153 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Duke Energy in Q2 2022 and has held it in 16 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Duke Energy position peaked at $1.1M in Q1 2024.
  • 2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.