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Miller Financial Services’s Duke Energy DUK Stock Holding History

Miller Financial Services’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 		$311K Buy
2,377
+2
+0.1% +$250 0.34% 82
2025
Q4 		$278K Buy
2,375
+2
+0.1% +$244 0.33% 85
2025
Q3 		$294K Buy
2,373
+2
+0.1% +$243 0.34% 82
2025
Q2 		$280K Sell
2,371
-77
-3% -$9.09K 0.36% 76
2025
Q1 		$299K Sell
2,448
-555
-18% -$63.3K 0.43% 67
2024
Q4 		$324K Buy
+3,003
New +$340K 0.27% 94

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

Miller Financial Services's DUK Position: Q1 2026 in Review

Miller Financial Services increased its Duke Energy (DUK) stake by 0.08% in Q1 2026, buying an estimated $250 and bringing the position to 2,377 shares worth $311K. The position accounts for 0.34% of the portfolio, ranked #82.

Miller Financial Services first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. The position peaked at $324K in Q4 2024. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Miller Financial Services held 2,377 shares of Duke Energy worth $311K as of Q1 2026.
  • Miller Financial Services bought 2 Duke Energy shares in Q1 2026, an estimated $250.
  • Duke Energy made up 0.34% of Miller Financial Services's portfolio in Q1 2026, its #82 holding.
  • Miller Financial Services first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • Miller Financial Services's Duke Energy position peaked at $324K in Q4 2024.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Miller Financial Services's 13F filing for Q1 2026, filed 4 May 2026.