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Ironsides Asset Advisors’s Duke Energy DUK Stock Holding History

Ironsides Asset 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 		$547K Buy
4,177
+2,441
+141% +$305K 0.14% 54
2025
Q4 		$204K Hold
1,736
– – 0.05% 74
2025
Q3 		$215K Hold
1,736
– – 0.06% 69
2025
Q2 		$205K Sell
1,736
-23
-1% -$2.71K 0.06% 64
2025
Q1 		$215K Sell
1,759
-795
-31% -$90.6K 0.06% 61
2024
Q4 		$275K Hold
2,554
– – 0.08% 58
2024
Q3 		$295K Buy
2,554
+210
+9% +$23.4K 0.09% 61
2024
Q2 		$235K Sell
2,344
-400
-15% -$40K 0.08% 60
2024
Q1 		$265K Buy
+2,744
New +$260K 0.09% 63
2017
Q1 		– Sell
-20,107
Closed -$1.56M – 99
2016
Q4 		$1.56M Sell
20,107
-382
-2% -$29.3K 0.43% 51
2016
Q3 		$1.64M Buy
20,489
+589
+3% +$48.8K 0.44% 52
2016
Q2 		$1.71M Sell
19,900
-589
-3% -$47.1K 0.52% 40
2016
Q1 		$1.65M Buy
20,489
+257
+1% +$19.4K 0.41% 55
2015
Q4 		$1.44M Sell
20,232
-375
-2% -$26.4K 0.39% 57
2015
Q3 		$1.48M Hold
20,607
– – 0.41% 50
2015
Q2 		$1.46M Hold
20,607
– – 0.41% 55
2015
Q1 		$1.58M Sell
20,607
-1,700
-8% -$138K 0.43% 53
2014
Q4 		$1.86M Hold
22,307
– – 0.51% 45
2014
Q3 		$1.67M Sell
22,307
-103
-0.5% -$7.51K 0.48% 52
2014
Q2 		$1.66M Buy
+22,410
New +$1.61M 0.48% 49

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

Ironsides Asset Advisors's DUK Position: Q1 2026 in Review

Ironsides Asset Advisors increased its Duke Energy (DUK) stake by 141% in Q1 2026, buying an estimated $305K and bringing the position to 4,177 shares worth $547K. The position accounts for 0.14% of the portfolio, ranked #54.

Ironsides Asset Advisors first reported a position in DUK in Q2 2014 and has held it in 20 quarters since. The position peaked at $1.86M in Q4 2014. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Ironsides Asset Advisors held 4,177 shares of Duke Energy worth $547K as of Q1 2026.
  • Ironsides Asset Advisors bought 2,441 Duke Energy shares in Q1 2026, an estimated $305K.
  • Duke Energy made up 0.14% of Ironsides Asset Advisors's portfolio in Q1 2026, its #54 holding.
  • Ironsides Asset Advisors first reported a position in Duke Energy in Q2 2014 and has held it in 20 quarters since.
  • Ironsides Asset Advisors's Duke Energy position peaked at $1.86M in Q4 2014.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Ironsides Asset Advisors's 13F filing for Q1 2026, filed 11 May 2026.