High Net Worth Advisory Group’s Duke Energy DUK Stock Holding History

High Net Worth Advisory Group’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	$755K	Hold	5,763	–	–	0.18%	119
2025 Q4	$676K	Sell	5,763 -870	-13%	-$106K	0.16%	120
2025 Q3	$821K	Sell	6,633 -870	-12%	-$106K	0.2%	106
2025 Q2	$885K	Sell	7,503 -666	-8%	-$78.6K	0.23%	90
2025 Q1	$996K	Hold	8,169	–	–	0.28%	85
2024 Q4	$880K	Hold	8,169	–	–	0.25%	92
2024 Q3	$942K	Buy	8,169 +100	+1%	+$11.1K	0.26%	89
2024 Q2	$809K	Hold	8,069	–	–	0.25%	87
2024 Q1	$780K	Buy	8,069 +500	+7%	+$47.4K	0.25%	88
2023 Q4	$735K	Hold	7,569	–	–	0.27%	85
2023 Q3	$668K	Hold	7,569	–	–	0.27%	88
2023 Q2	$679K	Sell	7,569 -582	-7%	-$54.9K	0.26%	90
2023 Q1	$786K	Sell	8,151 -1	-0%	-$99	0.32%	79
2022 Q4	$840K	Sell	8,152 -51	-0.6%	-$4.9K	0.33%	74
2022 Q3	$763K	Hold	8,203	–	–	0.33%	70
2022 Q2	$879K	Hold	8,203	–	–	0.36%	64
2022 Q1	$916K	Buy	8,203 +200	+2%	+$20.8K	0.33%	70
2021 Q4	$840K	Buy	+8,003	New	+$811K	0.29%	71

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

High Net Worth Advisory Group's DUK Position: Q1 2026 in Review

High Net Worth Advisory Group held its Duke Energy (DUK) position steady in Q1 2026 at 5,763 shares worth $755K. The position accounts for 0.18% of the portfolio, ranked #119.

High Net Worth Advisory Group first reported a position in DUK in Q4 2021 and has held it in 18 quarters since. The position peaked at $996K in Q1 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

High Net Worth Advisory Group held 5,763 shares of Duke Energy worth $755K as of Q1 2026.
High Net Worth Advisory Group left its Duke Energy share count unchanged in Q1 2026.
Duke Energy made up 0.18% of High Net Worth Advisory Group's portfolio in Q1 2026, its #119 holding.
High Net Worth Advisory Group first reported a position in Duke Energy in Q4 2021 and has held it in 18 quarters since.
High Net Worth Advisory Group's Duke Energy position peaked at $996K in Q1 2025.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.