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Inspire Advisors’s Duke Energy DUK Stock Holding History

Inspire 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 		$1.11M Buy
8,499
+1,438
+20% +$180K 0.09% 179
2025
Q4 		$828K Sell
7,061
-272
-4% -$33.2K 0.08% 191
2025
Q3 		$907K Sell
7,333
-803
-10% -$97.4K 0.09% 180
2025
Q2 		$960K Buy
8,136
+2,587
+47% +$305K 0.1% 151
2025
Q1 		$677K Buy
+5,549
New +$633K 0.08% 177
2021
Q1 		– Sell
-251
Closed -$23K – 260
2020
Q4 		$23K Buy
+251
New +$23.2K 0.01% 383

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

Inspire Advisors's DUK Position: Q1 2026 in Review

Inspire Advisors increased its Duke Energy (DUK) stake by 20% in Q1 2026, buying an estimated $180K and bringing the position to 8,499 shares worth $1.11M. The position accounts for 0.09% of the portfolio, ranked #179.

Inspire Advisors first reported a position in DUK in Q4 2020 and has held it in 6 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Inspire Advisors held 8,499 shares of Duke Energy worth $1.11M as of Q1 2026.
  • Inspire Advisors bought 1,438 Duke Energy shares in Q1 2026, an estimated $180K.
  • Duke Energy made up 0.09% of Inspire Advisors's portfolio in Q1 2026, its #179 holding.
  • Inspire Advisors first reported a position in Duke Energy in Q4 2020 and has held it in 6 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.