IMA Advisory Services’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
Other funds holding DUK
VCM
VPM
IMA Advisory Services's DUK Position: Q1 2026 in Review
IMA Advisory Services increased its Duke Energy (DUK) stake by 21% in Q1 2026, buying an estimated $1.5K and bringing the position to 68 shares worth $8.9K. The position accounts for ﹤0.01% of the portfolio, ranked #337.
IMA Advisory Services first reported a position in DUK in Q2 2025 and has held it in 4 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- IMA Advisory Services held 68 shares of Duke Energy worth $8.9K as of Q1 2026.
- IMA Advisory Services bought 12 Duke Energy shares in Q1 2026, an estimated $1.5K.
- Duke Energy made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #337 holding.
- IMA Advisory Services first reported a position in Duke Energy in Q2 2025 and has held it in 4 quarters since.
- 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.