Muirfield Wealth Advisors’s Duke Energy DUK Stock Holding History

Muirfield Wealth 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	$372K	Sell	2,845 -249	-8%	-$31.1K	0.27%	59
2025 Q4	$363K	Sell	3,094 -178	-5%	-$21.7K	0.27%	56
2025 Q3	$405K	Sell	3,272 -92	-3%	-$11.2K	0.3%	53
2025 Q2	$397K	Buy	3,364 +41	+1%	+$4.84K	0.32%	53
2025 Q1	$405K	Buy	3,323 +28	+0.8%	+$3.19K	0.34%	50
2024 Q4	$355K	Sell	3,295 -12	-0.4%	-$1.36K	0.29%	56
2024 Q3	$381K	Buy	3,307 +30	+0.9%	+$3.34K	0.32%	52
2024 Q2	$328K	Buy	3,277 +32	+1%	+$3.2K	0.31%	49
2024 Q1	$314K	Sell	3,245 -180	-5%	-$17.1K	0.3%	48
2023 Q4	$332K	Buy	+3,425	New	+$312K	0.35%	47

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

Muirfield Wealth Advisors's DUK Position: Q1 2026 in Review

Muirfield Wealth Advisors reduced its Duke Energy (DUK) stake by 8% in Q1 2026, selling an estimated $31.1K and leaving 2,845 shares worth $372K. The position accounts for 0.27% of the portfolio, ranked #59.

Muirfield Wealth Advisors first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. The position peaked at $405K in Q1 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Muirfield Wealth Advisors held 2,845 shares of Duke Energy worth $372K as of Q1 2026.
Muirfield Wealth Advisors sold 249 Duke Energy shares in Q1 2026, an estimated $31.1K.
Duke Energy made up 0.27% of Muirfield Wealth Advisors's portfolio in Q1 2026, its #59 holding.
Muirfield Wealth Advisors first reported a position in Duke Energy in Q4 2023 and has held it in 10 quarters since.
Muirfield Wealth Advisors's Duke Energy position peaked at $405K in Q1 2025.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.