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MBA Advisors’s Duke Energy DUK Stock Holding History

MBA 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 		$727K Buy
5,553
+125
+2% +$15.6K 0.28% 71
2025
Q4 		$636K Hold
5,428
– – 0.26% 74
2025
Q3 		$672K Buy
5,428
+174
+3% +$21.1K 0.29% 72
2025
Q2 		$620K Buy
5,254
+55
+1% +$6.49K 0.29% 72
2025
Q1 		$634K Buy
5,199
+335
+7% +$38.2K 0.31% 69
2024
Q4 		$524K Sell
4,864
-145
-3% -$16.4K 0.26% 77
2024
Q3 		$578K Buy
5,009
+526
+12% +$58.5K 0.28% 72
2024
Q2 		$449K Buy
4,483
+9
+0.2% +$900 0.23% 79
2024
Q1 		$433K Buy
4,474
+298
+7% +$28.3K 0.22% 84
2023
Q4 		$405K Sell
4,176
-1,100
-21% -$100K 0.23% 84
2023
Q3 		$466K Hold
5,276
– – 0.29% 75
2023
Q2 		$473K Buy
5,276
+100
+2% +$9.44K 0.28% 74
2023
Q1 		$499K Hold
5,176
– – 0.31% 71
2022
Q4 		$533K Hold
5,176
– – 0.35% 69
2022
Q3 		$481K Sell
5,176
-1,000
-16% -$107K 0.35% 68
2022
Q2 		$662K Buy
6,176
+2
+0% +$220 0.46% 59
2022
Q1 		$689K Sell
6,174
-720
-10% -$74.8K 0.43% 64
2021
Q4 		$723K Sell
6,894
-215
-3% -$21.8K 0.45% 62
2021
Q3 		$694K Buy
7,109
+1,199
+20% +$124K 0.51% 53
2021
Q2 		$583 Hold
5,910
– – 0.27% 66
2021
Q1 		$570 Buy
+5,910
New +$539K 0.31% 65

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

MBA Advisors's DUK Position: Q1 2026 in Review

MBA Advisors increased its Duke Energy (DUK) stake by 2.3% in Q1 2026, buying an estimated $15.6K and bringing the position to 5,553 shares worth $727K. The position accounts for 0.28% of the portfolio, ranked #71.

MBA Advisors first reported a position in DUK in Q1 2021 and has held it in 21 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • MBA Advisors held 5,553 shares of Duke Energy worth $727K as of Q1 2026.
  • MBA Advisors bought 125 Duke Energy shares in Q1 2026, an estimated $15.6K.
  • Duke Energy made up 0.28% of MBA Advisors's portfolio in Q1 2026, its #71 holding.
  • MBA Advisors first reported a position in Duke Energy in Q1 2021 and has held it in 21 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.