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Larson Financial Group’s Duke Energy DUK Stock Holding History

Larson Financial Group’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 		$1.24M Buy
9,490
+1,738
+22% +$217K 0.04% 290
2025
Q4 		$909K Buy
7,752
+8
+0.1% +$977 0.03% 330
2025
Q3 		$958K Buy
7,744
+1,179
+18% +$143K 0.03% 314
2025
Q2 		$775K Buy
6,565
+1,925
+41% +$227K 0.03% 343
2025
Q1 		$566K Sell
4,640
-216
-4% -$24.6K 0.03% 370
2024
Q4 		$523K Buy
4,856
+1,746
+56% +$198K 0.03% 345
2024
Q3 		$359K Buy
3,110
+766
+33% +$85.3K 0.02% 420
2024
Q2 		$235K Buy
2,344
+288
+14% +$28.8K 0.02% 415
2024
Q1 		$199K Sell
2,056
-171
-8% -$16.2K 0.02% 408
2023
Q4 		$216K Buy
2,227
+3
+0.1% +$273 0.02% 337
2023
Q3 		$196K Buy
2,224
+658
+42% +$60.3K 0.02% 328
2023
Q2 		$141K Hold
1,566
– – 0.01% 380
2023
Q1 		$151K Buy
1,566
+508
+48% +$50.2K 0.02% 357
2022
Q4 		$109K Hold
1,058
– – 0.01% 393
2022
Q3 		$98K Buy
1,058
+276
+35% +$29.6K 0.01% 360
2022
Q2 		$84K Sell
782
-100
-11% -$11K 0.01% 280
2022
Q1 		$98K Hold
882
– – 0.02% 273
2021
Q4 		$92K Sell
882
-480
-35% -$48.7K 0.01% 285
2021
Q3 		$133K Buy
1,362
+655
+93% +$67.8K 0.03% 181
2021
Q2 		$70K Sell
707
-9
-1% -$904 0.02% 223
2021
Q1 		$69K Buy
716
+190
+36% +$17.3K 0.02% 210
2020
Q4 		$48K Buy
526
+2
+0.4% +$185 0.02% 227
2020
Q3 		$46K Sell
524
-552
-51% -$45.5K 0.02% 213
2020
Q2 		$86K Buy
1,076
+132
+14% +$11.2K 0.04% 141
2020
Q1 		$76K Buy
944
+492
+109% +$45.2K 0.05% 129
2019
Q4 		$41K Buy
452
+30
+7% +$2.75K 0.02% 165
2019
Q3 		$40K Hold
422
– – 0.03% 162
2019
Q2 		$37K Buy
422
+167
+65% +$14.8K 0.03% 143
2019
Q1 		$23K Buy
255
+197
+340% +$17.4K 0.02% 160
2018
Q4 		$5K Buy
+58
New +$4.94K ﹤0.01% 270

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

Larson Financial Group's DUK Position: Q1 2026 in Review

Larson Financial Group increased its Duke Energy (DUK) stake by 22% in Q1 2026, buying an estimated $217K and bringing the position to 9,490 shares worth $1.24M. The position accounts for 0.04% of the portfolio, ranked #290.

Larson Financial Group first reported a position in DUK in Q4 2018 and has held it in 30 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Larson Financial Group held 9,490 shares of Duke Energy worth $1.24M as of Q1 2026.
  • Larson Financial Group bought 1,738 Duke Energy shares in Q1 2026, an estimated $217K.
  • Duke Energy made up 0.04% of Larson Financial Group's portfolio in Q1 2026, its #290 holding.
  • Larson Financial Group first reported a position in Duke Energy in Q4 2018 and has held it in 30 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.