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Huntleigh Advisors’s Duke Energy DUK Stock Holding History

Huntleigh 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 		$1.13M Buy
8,649
+521
+6% +$65.1K 0.19% 111
2025
Q4 		$953K Buy
8,128
+174
+2% +$21.2K 0.16% 127
2025
Q3 		$984K Buy
7,954
+66
+0.8% +$8.01K 0.17% 119
2025
Q2 		$931K Buy
7,888
+103
+1% +$12.2K 0.18% 112
2025
Q1 		$950K Sell
7,785
-12
-0.2% -$1.37K 0.22% 93
2024
Q4 		$840K Buy
+7,797
New +$883K 0.18% 101

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

Huntleigh Advisors's DUK Position: Q1 2026 in Review

Huntleigh Advisors increased its Duke Energy (DUK) stake by 6.4% in Q1 2026, buying an estimated $65.1K and bringing the position to 8,649 shares worth $1.13M. The position accounts for 0.19% of the portfolio, ranked #111.

Huntleigh Advisors first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Huntleigh Advisors held 8,649 shares of Duke Energy worth $1.13M as of Q1 2026.
  • Huntleigh Advisors bought 521 Duke Energy shares in Q1 2026, an estimated $65.1K.
  • Duke Energy made up 0.19% of Huntleigh Advisors's portfolio in Q1 2026, its #111 holding.
  • Huntleigh Advisors first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Huntleigh Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.