Investor's Fiduciary Advisor Network’s Duke Energy DUK Stock Holding History

Investor's Fiduciary Advisor Network’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	$339K	Sell	2,595 -266	-9%	-$33.3K	0.1%	201
2025 Q4	$335K	Buy	2,861 +3	+0.1%	+$366	0.07%	222
2025 Q3	$353K	Hold	2,858	–	–	0.12%	178
2025 Q2	$337K	Buy	2,858 +551	+24%	+$65K	0.13%	169
2025 Q1	$281K	Sell	2,307 -567	-20%	-$64.6K	0.13%	143
2024 Q4	$309K	Buy	+2,874	New	+$326K	0.12%	165

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Investor's Fiduciary Advisor Network's DUK Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network reduced its Duke Energy (DUK) stake by 9.3% in Q1 2026, selling an estimated $33.3K and leaving 2,595 shares worth $339K. The position accounts for 0.1% of the portfolio, ranked #201.

Investor's Fiduciary Advisor Network first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. The position peaked at $353K in Q3 2025. 2,471 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Investor's Fiduciary Advisor Network held 2,595 shares of Duke Energy worth $339K as of Q1 2026.
Investor's Fiduciary Advisor Network sold 266 Duke Energy shares in Q1 2026, an estimated $33.3K.
Duke Energy made up 0.1% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #201 holding.
Investor's Fiduciary Advisor Network first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
Investor's Fiduciary Advisor Network's Duke Energy position peaked at $353K in Q3 2025.
2,471 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.