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Insigneo Advisory Services’s Duke Energy DUK Stock Holding History

Insigneo Advisory Services’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 		$1.32M Sell
10,050
-912
-8% -$114K 0.09% 187
2025
Q4 		$1.28M Buy
10,962
+383
+4% +$46.8K 0.09% 181
2025
Q3 		$1.31M Sell
10,579
-303
-3% -$36.8K 0.09% 178
2025
Q2 		$1.28M Buy
10,882
+550
+5% +$64.9K 0.11% 159
2025
Q1 		$1.26M Sell
10,332
-617
-6% -$70.3K 0.13% 144
2024
Q4 		$1.18M Buy
10,949
+454
+4% +$51.4K 0.12% 149
2024
Q3 		$1.21M Buy
10,495
+412
+4% +$45.9K 0.12% 159
2024
Q2 		$1.12M Sell
10,083
-266
-3% -$26.6K 0.13% 157
2024
Q1 		$1M Sell
10,349
-1,118
-10% -$106K 0.12% 166
2023
Q4 		$1.11M Buy
11,467
+763
+7% +$69.4K 0.16% 131
2023
Q3 		$945K Buy
10,704
+472
+5% +$43.3K 0.19% 109
2023
Q2 		$918K Buy
10,232
+3,952
+63% +$373K 0.18% 117
2023
Q1 		$606K Sell
6,280
-1,100
-15% -$109K 0.19% 106
2022
Q4 		$760K Buy
+7,380
New +$708K 0.29% 74

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

Insigneo Advisory Services's DUK Position: Q1 2026 in Review

Insigneo Advisory Services reduced its Duke Energy (DUK) stake by 8.3% in Q1 2026, selling an estimated $114K and leaving 10,050 shares worth $1.32M. The position accounts for 0.09% of the portfolio, ranked #187.

Insigneo Advisory Services first reported a position in DUK in Q4 2022 and has held it in 14 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Insigneo Advisory Services held 10,050 shares of Duke Energy worth $1.32M as of Q1 2026.
  • Insigneo Advisory Services sold 912 Duke Energy shares in Q1 2026, an estimated $114K.
  • Duke Energy made up 0.09% of Insigneo Advisory Services's portfolio in Q1 2026, its #187 holding.
  • Insigneo Advisory Services first reported a position in Duke Energy in Q4 2022 and has held it in 14 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.