IAA
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Independent Advisor Alliance’s Duke Energy DUK Stock Holding History

Independent Advisor Alliance’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 		$15.5M Sell
118,277
-19,346
-14% -$2.42M 0.17% 120
2025
Q4 		$16.1M Buy
137,623
+939
+0.7% +$115K 0.39% 34
2025
Q3 		$16.9M Buy
136,684
+1,402
+1% +$170K 0.44% 33
2025
Q2 		$16M Buy
135,282
+223
+0.2% +$26.3K 0.46% 32
2025
Q1 		$16.5M Buy
135,059
+1,191
+0.9% +$136K 0.54% 30
2024
Q4 		$14.4M Buy
133,868
+16,070
+14% +$1.82M 0.19% 115
2024
Q3 		$13.6M Buy
117,798
+1,024
+0.9% +$114K 0.49% 34
2024
Q2 		$11.7M Sell
116,774
-5,934
-5% -$594K 0.4% 41
2024
Q1 		$11.9M Buy
122,708
+2,597
+2% +$246K 0.43% 42
2023
Q4 		$11.7M Sell
120,111
-1,245
-1% -$113K 0.42% 39
2023
Q3 		$10.7M Buy
121,356
+2,580
+2% +$237K 0.48% 40
2023
Q2 		$10.7M Buy
118,776
+64
+0.1% +$6.04K 0.47% 41
2023
Q1 		$11.5M Sell
118,712
-3,106
-3% -$307K 0.55% 37
2022
Q4 		$12.5K Sell
121,818
-647
-0.5% -$62.1K ﹤0.01% 163
2022
Q3 		$11.4M Sell
122,465
-37,912
-24% -$4.07M 0.66% 32
2022
Q2 		$17.2M Buy
160,377
+13,703
+9% +$1.51M 0.96% 18
2022
Q1 		$16.4M Sell
146,674
-18,298
-11% -$1.9M 0.79% 27
2021
Q4 		$17.3M Buy
164,972
+11,015
+7% +$1.12M 0.85% 20
2021
Q3 		$15M Buy
153,957
+2,891
+2% +$299K 0.84% 24
2021
Q2 		$14.9M Buy
151,066
+133
+0.1% +$13.4K 0.82% 22
2021
Q1 		$14.6M Buy
150,933
+4,012
+3% +$366K 0.86% 22
2020
Q4 		$13.5M Buy
146,921
+24,095
+20% +$2.23M 0.91% 24
2020
Q3 		$10.9M Buy
122,826
+2,467
+2% +$203K 0.83% 27
2020
Q2 		$9.62M Buy
120,359
+4,143
+4% +$350K 1.03% 19
2020
Q1 		$9.4M Sell
116,216
-24,443
-17% -$2.25M 1.37% 14
2019
Q4 		$12.8M Buy
140,659
+489
+0.3% +$44.8K 0.56% 33
2019
Q3 		$13.4M Sell
140,170
-8,347
-6% -$760K 1.63% 9
2019
Q2 		$11M Buy
148,517
+1,257
+0.9% +$111K 1.59% 10
2019
Q1 		$13.3M Buy
147,260
+36,035
+32% +$3.18M 1.86% 7
2018
Q4 		$9.61M Buy
111,225
+17,827
+19% +$1.52M 1.7% 8
2018
Q3 		$7.15M Buy
93,398
+972
+1% +$78.6K 1.29% 13
2018
Q2 		$7.03M Buy
92,426
+6,787
+8% +$522K 1.46% 9
2018
Q1 		$6.6M Sell
85,639
-255
-0.3% -$19.7K 1.47% 10
2017
Q4 		$7.06M Buy
85,894
+10,131
+13% +$885K 1.58% 9
2017
Q3 		$6.43M Buy
75,763
+2,635
+4% +$226K 1.77% 8
2017
Q2 		$6.08M Buy
73,128
+3,576
+5% +$301K 1.94% 6
2017
Q1 		$5.76M Buy
69,552
+7,113
+11% +$565K 0.91% 22
2016
Q4 		$4.83M Buy
+62,439
New +$4.78M 2.07% 7

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

Independent Advisor Alliance's DUK Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Duke Energy (DUK) stake by 14% in Q1 2026, selling an estimated $2.42M and leaving 118,277 shares worth $15.5M. The position accounts for 0.17% of the portfolio, ranked #120.

Independent Advisor Alliance first reported a position in DUK in Q4 2016 and has held it in 38 quarters since. The position peaked at $17.3M in Q4 2021. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Independent Advisor Alliance held 118,277 shares of Duke Energy worth $15.5M as of Q1 2026.
  • Independent Advisor Alliance sold 19,346 Duke Energy shares in Q1 2026, an estimated $2.42M.
  • Duke Energy made up 0.17% of Independent Advisor Alliance's portfolio in Q1 2026, its #120 holding.
  • Independent Advisor Alliance first reported a position in Duke Energy in Q4 2016 and has held it in 38 quarters since.
  • Independent Advisor Alliance's Duke Energy position peaked at $17.3M in Q4 2021.
  • 2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.