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MONECO Advisors’s Duke Energy DUK Stock Holding History

MONECO 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 		$5.03M Sell
38,418
-102
-0.3% -$12.8K 0.39% 52
2025
Q4 		$4.51M Sell
38,520
-77
-0.2% -$9.4K 0.36% 58
2025
Q3 		$4.78M Buy
38,597
+548
+1% +$66.5K 0.4% 51
2025
Q2 		$4.49M Sell
38,049
-781
-2% -$92.2K 0.42% 47
2025
Q1 		$4.74M Sell
38,830
-114
-0.3% -$13K 0.49% 37
2024
Q4 		$4.2M Buy
38,944
+1,451
+4% +$164K 0.44% 50
2024
Q3 		$4.32M Buy
37,493
+91
+0.2% +$10.1K 0.54% 46
2024
Q2 		$3.75M Buy
37,402
+10,591
+40% +$1.06M 0.55% 48
2024
Q1 		$2.59M Buy
26,811
+48
+0.2% +$4.55K 0.41% 61
2023
Q4 		$2.6M Buy
26,763
+22,177
+484% +$2.02M 0.49% 47
2023
Q3 		$405K Buy
4,586
+276
+6% +$25.3K 0.11% 212
2023
Q2 		$387K Sell
4,310
-242
-5% -$22.8K 0.11% 210
2023
Q1 		$439K Buy
4,552
+1,117
+33% +$110K 0.13% 180
2022
Q4 		$354K Buy
3,435
+2
+0.1% +$192 0.13% 175
2022
Q3 		$319K Buy
3,433
+12
+0.4% +$1.29K 0.13% 174
2022
Q2 		$367K Sell
3,421
-1
-0% -$110 0.14% 150
2022
Q1 		$382K Buy
3,422
+19
+0.6% +$1.97K 0.14% 147
2021
Q4 		$359K Buy
3,403
+9
+0.3% +$912 0.13% 158
2021
Q3 		$331K Buy
3,394
+176
+5% +$18.2K 0.13% 166
2021
Q2 		$318K Buy
3,218
+8
+0.2% +$804 0.15% 151
2021
Q1 		$310K Buy
3,210
+229
+8% +$20.9K 0.15% 145
2020
Q4 		$273K Sell
2,981
-62
-2% -$5.74K 0.15% 139
2020
Q3 		$269K Buy
+3,043
New +$251K 0.17% 117
2020
Q1 		– Sell
-4,849
Closed -$454K – 128
2019
Q4 		$454K Sell
4,849
-72
-1% -$6.6K 0.32% 72
2019
Q3 		$472K Buy
4,921
+7
+0.1% +$637 0.37% 63
2019
Q2 		$434K Buy
4,914
+8
+0.2% +$707 0.35% 66
2019
Q1 		$442K Buy
+4,906
New +$433K 0.36% 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

MONECO Advisors's DUK Position: Q1 2026 in Review

MONECO Advisors reduced its Duke Energy (DUK) stake by 0.26% in Q1 2026, selling an estimated $12.8K and leaving 38,418 shares worth $5.03M. The position accounts for 0.39% of the portfolio, ranked #52.

MONECO Advisors first reported a position in DUK in Q1 2019 and has held it in 27 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • MONECO Advisors held 38,418 shares of Duke Energy worth $5.03M as of Q1 2026.
  • MONECO Advisors sold 102 Duke Energy shares in Q1 2026, an estimated $12.8K.
  • Duke Energy made up 0.39% of MONECO Advisors's portfolio in Q1 2026, its #52 holding.
  • MONECO Advisors first reported a position in Duke Energy in Q1 2019 and has held it in 27 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.