MYIA
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Mount Yale Investment Advisors’s Duke Energy DUK Stock Holding History

Mount Yale 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 		$2.29M Buy
17,465
+9,896
+131% +$1.24M 0.05% 341
2025
Q4 		$887K Sell
7,569
-4,917
-39% -$600K 0.04% 336
2025
Q3 		$1.55M Sell
12,486
-297
-2% -$36K 0.11% 204
2025
Q2 		$1.51M Buy
12,783
+328
+3% +$38.7K 0.12% 155
2025
Q1 		$1.52M Buy
12,455
+498
+4% +$56.8K 0.13% 141
2024
Q4 		$1.29M Buy
11,957
+393
+3% +$44.5K 0.1% 162
2024
Q3 		$1.33M Sell
11,564
-1,690
-13% -$188K 0.13% 164
2024
Q2 		$1.33M Buy
13,254
+1,287
+11% +$129K 0.11% 177
2024
Q1 		$1.16M Buy
11,967
+3,074
+35% +$292K 0.09% 195
2023
Q4 		$863K Buy
8,893
+208
+2% +$18.9K 0.08% 223
2023
Q3 		$767K Sell
8,685
-130
-1% -$11.9K 0.08% 228
2023
Q2 		$791K Buy
8,815
+256
+3% +$24.2K 0.08% 236
2023
Q1 		$826K Buy
8,559
+843
+11% +$83.3K 0.09% 229
2022
Q4 		$795K Buy
7,716
+19
+0.2% +$1.82K 0.09% 226
2022
Q3 		$716K Buy
7,697
+3,723
+94% +$400K 0.1% 220
2022
Q2 		$426K Buy
3,974
+148
+4% +$16.3K 0.05% 306
2022
Q1 		$427K Buy
3,826
+580
+18% +$60.2K 0.05% 321
2021
Q4 		$341K Buy
3,246
+272
+9% +$27.6K 0.04% 343
2021
Q3 		$290K Buy
+2,974
New +$308K 0.03% 356
2020
Q3 		– Sell
-5,454
Closed -$436K – 356
2020
Q2 		$436K Buy
5,454
+135
+3% +$11.4K 0.08% 242
2020
Q1 		$430K Buy
5,319
+1,032
+24% +$94.8K 0.1% 203
2019
Q4 		$418K Buy
4,287
+505
+13% +$46.3K 0.07% 240
2019
Q3 		$331K Buy
3,782
+334
+10% +$30.4K 0.06% 256
2019
Q2 		$306K Buy
3,448
+328
+11% +$29K 0.06% 263
2019
Q1 		$281K Sell
3,120
-61
-2% -$5.38K 0.05% 264
2018
Q4 		$287K Sell
3,181
-375
-11% -$31.9K 0.06% 264
2018
Q3 		$301K Buy
3,556
+80
+2% +$6.47K 0.05% 251
2018
Q2 		$275K Buy
3,476
+703
+25% +$54.1K 0.05% 264
2018
Q1 		$215K Buy
+2,773
New +$214K 0.05% 281

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

Mount Yale Investment Advisors's DUK Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Duke Energy (DUK) stake by 131% in Q1 2026, buying an estimated $1.24M and bringing the position to 17,465 shares worth $2.29M. The position accounts for 0.05% of the portfolio, ranked #341.

Mount Yale Investment Advisors first reported a position in DUK in Q1 2018 and has held it in 29 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Mount Yale Investment Advisors held 17,465 shares of Duke Energy worth $2.29M as of Q1 2026.
  • Mount Yale Investment Advisors bought 9,896 Duke Energy shares in Q1 2026, an estimated $1.24M.
  • Duke Energy made up 0.05% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #341 holding.
  • Mount Yale Investment Advisors first reported a position in Duke Energy in Q1 2018 and has held it in 29 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.