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IFS Advisors’s Duke Energy DUK Stock Holding History

IFS 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 		$20.2K Buy
+154
New +$19.3K 0.01% 89
2025
Q2 		– Sell
-200
Closed -$24.4K – 180
2025
Q1 		$24.4K Hold
200
– – 0.02% 64
2024
Q4 		$21.5K Buy
+200
New +$22.7K 0.02% 59

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

IFS Advisors's DUK Position: Q1 2026 in Review

IFS Advisors opened a new position in Duke Energy (DUK) in Q1 2026: 154 shares worth $20.2K. The stake represents 0.01% of the portfolio and ranks #89 among its holdings. This is a return to the name: IFS Advisors previously reported a position in DUK as recently as Q1 2025.

IFS Advisors first reported a position in DUK in Q4 2024 and has held it in 3 quarters since. The position peaked at $24.4K in Q1 2025. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • IFS Advisors held 154 shares of Duke Energy worth $20.2K as of Q1 2026.
  • Duke Energy was a new IFS Advisors position in Q1 2026.
  • Duke Energy made up 0.01% of IFS Advisors's portfolio in Q1 2026, its #89 holding.
  • IFS Advisors first reported a position in Duke Energy in Q4 2024 and has held it in 3 quarters since.
  • IFS Advisors's Duke Energy position peaked at $24.4K in Q1 2025.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.