Mayfair Advisory Group’s Duke Energy DUK Stock Holding History

Mayfair Advisory 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	$491K	Sell	3,748 -12	-0.3%	-$1.5K	0.17%	97
2025 Q4	$442K	Hold	3,760	–	–	0.17%	106
2025 Q3	$465K	Hold	3,760	–	–	0.2%	93
2025 Q2	$471K	Sell	3,760 -18	-0.5%	-$2.12K	0.22%	85
2025 Q1	$461K	Hold	3,778	–	–	0.27%	70
2024 Q4	$407K	Sell	3,778 -221	-6%	-$25K	0.24%	80
2024 Q3	$456K	Sell	3,999 -45	-1%	-$5.01K	0.29%	69
2024 Q2	$426K	Buy	4,044 +145	+4%	+$14.5K	0.29%	68
2024 Q1	$377K	Buy	3,899 +21	+0.5%	+$1.99K	0.27%	75
2023 Q4	$379K	Hold	3,878	–	–	0.32%	65
2023 Q3	$345K	Hold	3,878	–	–	0.33%	65
2023 Q2	$348K	Buy	3,878 +500	+15%	+$47.2K	0.35%	69
2023 Q1	$330K	Hold	3,378	–	–	0.36%	71
2022 Q4	$355K	Hold	3,378	–	–	0.45%	66
2022 Q3	$322K	Hold	3,378	–	–	0.46%	61
2022 Q2	$371K	Hold	3,378	–	–	0.49%	53
2022 Q1	$381K	Hold	3,378	–	–	0.49%	50
2021 Q4	$350K	Hold	3,378	–	–	0.46%	52
2021 Q3	$340K	Hold	3,378	–	–	0.52%	46
2021 Q2	$333K	Hold	3,378	–	–	0.53%	48
2021 Q1	$325K	Hold	3,378	–	–	0.58%	44
2020 Q4	$309K	Buy	+3,378	New	+$312K	0.6%	43

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 $298B AUM 21.96% 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

Mayfair Advisory Group's DUK Position: Q1 2026 in Review

Mayfair Advisory Group reduced its Duke Energy (DUK) stake by 0.32% in Q1 2026, selling an estimated $1.5K and leaving 3,748 shares worth $491K. The position accounts for 0.17% of the portfolio, ranked #97.

Mayfair Advisory Group first reported a position in DUK in Q4 2020 and has held it in 22 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Mayfair Advisory Group held 3,748 shares of Duke Energy worth $491K as of Q1 2026.
Mayfair Advisory Group sold 12 Duke Energy shares in Q1 2026, an estimated $1.5K.
Duke Energy made up 0.17% of Mayfair Advisory Group's portfolio in Q1 2026, its #97 holding.
Mayfair Advisory Group first reported a position in Duke Energy in Q4 2020 and has held it in 22 quarters since.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Mayfair Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.