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IFC Advisors’s Duke Energy DUK Stock Holding History

IFC 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 		$347K Sell
2,651
-66
-2% -$8.25K 0.05% 112
2025
Q4 		$318K Sell
2,717
-122
-4% -$14.9K 0.05% 134
2025
Q3 		$351K Sell
2,839
-995
-26% -$121K 0.06% 127
2025
Q2 		$452K Buy
3,834
+4
+0.1% +$472 0.08% 115
2025
Q1 		$467K Sell
3,830
-134
-3% -$15.3K 0.1% 108
2024
Q4 		$427K Buy
+3,964
New +$449K 0.09% 106

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

IFC Advisors's DUK Position: Q1 2026 in Review

IFC Advisors reduced its Duke Energy (DUK) stake by 2.4% in Q1 2026, selling an estimated $8.25K and leaving 2,651 shares worth $347K. The position accounts for 0.05% of the portfolio, ranked #112.

IFC Advisors first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. The position peaked at $467K in Q1 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • IFC Advisors held 2,651 shares of Duke Energy worth $347K as of Q1 2026.
  • IFC Advisors sold 66 Duke Energy shares in Q1 2026, an estimated $8.25K.
  • Duke Energy made up 0.05% of IFC Advisors's portfolio in Q1 2026, its #112 holding.
  • IFC Advisors first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • IFC Advisors's Duke Energy position peaked at $467K in Q1 2025.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on IFC Advisors's 13F filing for Q1 2026, filed 4 May 2026.