Mutual Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.91M | Buy |
22,209
+1,442
| +7% | +$180K | 0.06% | 289 |
|
|
2025
Q4 | $2.43M | Buy |
20,767
+270
| +1% | +$33K | 0.05% | 317 |
|
|
2025
Q3 | $2.61M | Sell |
20,497
-899
| -4% | -$109K | 0.06% | 298 |
|
|
2025
Q2 | $2.57M | Buy |
21,396
+2,052
| +11% | +$242K | 0.06% | 270 |
|
|
2025
Q1 | $2.32M | Sell |
19,344
-1,690
| -8% | -$193K | 0.07% | 256 |
|
|
2024
Q4 | $2.29M | Sell |
21,034
-510
| -2% | -$57.8K | 0.07% | 251 |
|
|
2024
Q3 | $2.56M | Sell |
21,544
-1,909
| -8% | -$212K | 0.08% | 238 |
|
|
2024
Q2 | $2.55M | Sell |
23,453
-5,599
| -19% | -$560K | 0.08% | 231 |
|
|
2024
Q1 | $2.81M | Buy |
29,052
+1,002
| +4% | +$95.1K | 0.09% | 208 |
|
|
2023
Q4 | $2.72M | Buy |
28,050
+990
| +4% | +$90K | 0.09% | 210 |
|
|
2023
Q3 | $2.39M | Buy |
27,060
+577
| +2% | +$52.9K | 0.09% | 209 |
|
|
2023
Q2 | $2.38M | Buy |
26,483
+1,227
| +5% | +$116K | 0.09% | 224 |
|
|
2023
Q1 | $2.44M | Buy |
25,256
+667
| +3% | +$65.9K | 0.1% | 206 |
|
|
2022
Q4 | $2.53M | Buy |
24,589
+1,702
| +7% | +$163K | 0.11% | 190 |
|
|
2022
Q3 | $2.13M | Buy |
22,887
+3,324
| +17% | +$357K | 0.11% | 181 |
|
|
2022
Q2 | $2.1M | Buy |
19,563
+1,160
| +6% | +$128K | 0.14% | 173 |
|
|
2022
Q1 | $2.06M | Buy |
18,403
+961
| +6% | +$99.8K | 0.12% | 204 |
|
|
2021
Q4 | $1.83M | Buy |
17,442
+2,030
| +13% | +$206K | 0.1% | 248 |
|
|
2021
Q3 | $1.5M | Buy |
15,412
+1,831
| +13% | +$190K | 0.09% | 273 |
|
|
2021
Q2 | $1.34M | Sell |
13,581
-959
| -7% | -$96.3K | 0.08% | 295 |
|
|
2021
Q1 | $1.4M | Buy |
14,540
+1,521
| +12% | +$139K | 0.1% | 255 |
|
|
2020
Q4 | $1.19M | Buy |
13,019
+2,118
| +19% | +$196K | 0.09% | 264 |
|
|
2020
Q3 | $965K | Buy |
10,901
+1,679
| +18% | +$138K | 0.08% | 256 |
|
|
2020
Q2 | $737K | Buy |
9,222
+1,889
| +26% | +$160K | 0.07% | 288 |
|
|
2020
Q1 | $593K | Buy |
7,333
+878
| +14% | +$80.6K | 0.08% | 258 |
|
|
2019
Q4 | $589K | Buy |
6,455
+509
| +9% | +$46.7K | 0.06% | 311 |
|
|
2019
Q3 | $570K | Buy |
5,946
+1,372
| +30% | +$125K | 0.08% | 288 |
|
|
2019
Q2 | $404K | Buy |
4,574
+1,746
| +62% | +$154K | 0.05% | 371 |
|
|
2019
Q1 | $255K | Buy |
2,828
+162
| +6% | +$14.3K | 0.04% | 394 |
|
|
2018
Q4 | $230K | Buy |
2,666
+156
| +6% | +$13.3K | 0.05% | 379 |
|
|
2018
Q3 | $201K | Buy |
+2,510
| New | +$203K | 0.03% | 451 |
|
Other funds holding DUK
VCM
VPM
Mutual Advisors's DUK Position: Q1 2026 in Review
Mutual Advisors increased its Duke Energy (DUK) stake by 6.9% in Q1 2026, buying an estimated $180K and bringing the position to 22,209 shares worth $2.91M. The position accounts for 0.06% of the portfolio, ranked #289.
Mutual Advisors first reported a position in DUK in Q3 2018 and has held it in 31 quarters since. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Mutual Advisors held 22,209 shares of Duke Energy worth $2.91M as of Q1 2026.
- Mutual Advisors bought 1,442 Duke Energy shares in Q1 2026, an estimated $180K.
- Duke Energy made up 0.06% of Mutual Advisors's portfolio in Q1 2026, its #289 holding.
- Mutual Advisors first reported a position in Duke Energy in Q3 2018 and has held it in 31 quarters since.
- 2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.