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International Private Wealth Advisors’s Duke Energy DUK Stock Holding History

International Private Wealth 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 		$1.12M Sell
8,530
-426
-5% -$53.3K 0.68% 37
2025
Q4 		$1.05M Buy
8,956
+2,411
+37% +$294K 0.66% 45
2025
Q3 		$810K Buy
6,545
+3,054
+87% +$371K 0.51% 45
2025
Q2 		$412K Buy
3,491
+658
+23% +$77.6K 0.35% 77
2025
Q1 		$346K Buy
2,833
+94
+3% +$10.7K 0.33% 93
2024
Q4 		$295K Buy
+2,739
New +$310K 0.29% 97

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

International Private Wealth Advisors's DUK Position: Q1 2026 in Review

International Private Wealth Advisors reduced its Duke Energy (DUK) stake by 4.8% in Q1 2026, selling an estimated $53.3K and leaving 8,530 shares worth $1.12M. The position accounts for 0.68% of the portfolio, ranked #37.

International Private Wealth Advisors first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • International Private Wealth Advisors held 8,530 shares of Duke Energy worth $1.12M as of Q1 2026.
  • International Private Wealth Advisors sold 426 Duke Energy shares in Q1 2026, an estimated $53.3K.
  • Duke Energy made up 0.68% of International Private Wealth Advisors's portfolio in Q1 2026, its #37 holding.
  • International Private Wealth Advisors first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.