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MainStreet Investment Advisors’s Duke Energy DUK Stock Holding History

MainStreet Investment 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 		$1.37M Sell
10,459
-504
-5% -$63K 0.21% 82
2025
Q4 		$1.28M Sell
10,963
-2,503
-19% -$306K 0.18% 86
2025
Q3 		$1.67M Sell
13,466
-322
-2% -$39.1K 0.22% 85
2025
Q2 		$1.63M Buy
+13,788
New +$1.63M 0.23% 84
2022
Q4 		– Sell
-2,667
Closed -$248K – 173
2022
Q3 		$248K Buy
2,667
+5
+0.2% +$537 0.03% 157
2022
Q2 		$286K Sell
2,662
-64
-2% -$7.04K 0.03% 156
2022
Q1 		$304K Buy
2,726
+84
+3% +$8.72K 0.03% 159
2021
Q4 		$277K Sell
2,642
-38
-1% -$3.85K 0.02% 171
2021
Q3 		$261K Sell
2,680
-254
-9% -$26.3K 0.03% 164
2021
Q2 		$290K Sell
2,934
-27
-0.9% -$2.71K 0.02% 165
2021
Q1 		$286K Sell
2,961
-316
-10% -$28.8K 0.02% 166
2020
Q4 		$300K Sell
3,277
-4,427
-57% -$410K 0.02% 160
2020
Q3 		$682K Sell
7,704
-123
-2% -$10.1K 0.05% 114
2020
Q2 		$625K Sell
7,827
-3,559
-31% -$301K 0.04% 158
2020
Q1 		$921K Buy
11,386
+1,272
+13% +$117K 0.11% 110
2019
Q4 		$922K Sell
10,114
-619
-6% -$56.7K 0.1% 102
2019
Q3 		$1.03M Sell
10,733
-4,077
-28% -$371K 0.13% 84
2019
Q2 		$1.31M Sell
14,810
-3,122
-17% -$276K 0.17% 77
2019
Q1 		$1.61M Buy
17,932
+671
+4% +$59.2K 0.23% 69
2018
Q4 		$1.49M Hold
17,261
– – 0.23% 72
2018
Q3 		$1.38M Buy
+17,261
New +$1.4M 0.19% 73

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

MainStreet Investment Advisors's DUK Position: Q1 2026 in Review

MainStreet Investment Advisors reduced its Duke Energy (DUK) stake by 4.6% in Q1 2026, selling an estimated $63K and leaving 10,459 shares worth $1.37M. The position accounts for 0.21% of the portfolio, ranked #82.

MainStreet Investment Advisors first reported a position in DUK in Q3 2018 and has held it in 21 quarters since. The position peaked at $1.67M in Q3 2025. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • MainStreet Investment Advisors held 10,459 shares of Duke Energy worth $1.37M as of Q1 2026.
  • MainStreet Investment Advisors sold 504 Duke Energy shares in Q1 2026, an estimated $63K.
  • Duke Energy made up 0.21% of MainStreet Investment Advisors's portfolio in Q1 2026, its #82 holding.
  • MainStreet Investment Advisors first reported a position in Duke Energy in Q3 2018 and has held it in 21 quarters since.
  • MainStreet Investment Advisors's Duke Energy position peaked at $1.67M in Q3 2025.
  • 2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

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