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Holistic Planning’s Duke Energy DUK Stock Holding History

Holistic Planning’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 		$649K Buy
4,957
+386
+8% +$48.3K 0.13% 150
2025
Q4 		$536K Buy
4,571
+306
+7% +$37.4K 0.11% 153
2025
Q3 		$528K Buy
4,265
+699
+20% +$84.8K 0.14% 121
2025
Q2 		$421K Buy
3,566
+1,716
+93% +$202K 0.12% 137
2025
Q1 		$226K Buy
+1,850
New +$211K 0.08% 175

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

Holistic Planning's DUK Position: Q1 2026 in Review

Holistic Planning increased its Duke Energy (DUK) stake by 8.4% in Q1 2026, buying an estimated $48.3K and bringing the position to 4,957 shares worth $649K. The position accounts for 0.13% of the portfolio, ranked #150.

Holistic Planning first reported a position in DUK in Q1 2025 and has held it in 5 quarters since. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Holistic Planning held 4,957 shares of Duke Energy worth $649K as of Q1 2026.
  • Holistic Planning bought 386 Duke Energy shares in Q1 2026, an estimated $48.3K.
  • Duke Energy made up 0.13% of Holistic Planning's portfolio in Q1 2026, its #150 holding.
  • Holistic Planning first reported a position in Duke Energy in Q1 2025 and has held it in 5 quarters since.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.