IAG Wealth Partners’s Duke Energy DUK Stock Holding History

IAG Wealth Partners’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	$36K	Buy	275 +167	+155%	+$20.9K	﹤0.01%	239
2025 Q4	$12.7K	Hold	108	–	–	﹤0.01%	337
2025 Q3	$13.4K	Sell	108 -192	-64%	-$23.3K	﹤0.01%	351
2025 Q2	$35.4K	Hold	300	–	–	﹤0.01%	226
2025 Q1	$36.6K	Sell	300 -74	-20%	-$8.44K	0.01%	222
2024 Q4	$40.3K	Buy	+374	New	+$42.4K	0.01%	207
2022 Q2	–	Sell	-16	Closed	-$2K	–	444
2022 Q1	$2K	Buy	+16	New	+$1.66K	﹤0.01%	397

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

IAG Wealth Partners's DUK Position: Q1 2026 in Review

IAG Wealth Partners increased its Duke Energy (DUK) stake by 155% in Q1 2026, buying an estimated $20.9K and bringing the position to 275 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

IAG Wealth Partners first reported a position in DUK in Q1 2022 and has held it in 7 quarters since. The position peaked at $40.3K in Q4 2024. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

IAG Wealth Partners held 275 shares of Duke Energy worth $36K as of Q1 2026.
IAG Wealth Partners bought 167 Duke Energy shares in Q1 2026, an estimated $20.9K.
Duke Energy made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #239 holding.
IAG Wealth Partners first reported a position in Duke Energy in Q1 2022 and has held it in 7 quarters since.
IAG Wealth Partners's Duke Energy position peaked at $40.3K in Q4 2024.
2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.