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New Age Alpha Advisors’s Duke Energy DUK Stock Holding History

New Age Alpha 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 		$8.79M Sell
67,121
-5,389
-7% -$674K 0.41% 50
2025
Q4 		$8.5M Sell
72,510
-1,648
-2% -$201K 0.37% 55
2025
Q3 		$9.18M Sell
74,158
-6,094
-8% -$740K 0.38% 47
2025
Q2 		$9.47M Sell
80,252
-7,225
-8% -$853K 0.42% 44
2025
Q1 		$10.7M Sell
87,477
-14,212
-14% -$1.62M 0.48% 30
2024
Q4 		$11M Buy
101,689
+101,327
+27,991% +$11.5M 0.44% 39
2024
Q3 		$41.7K Buy
+362
New +$40.3K 0.02% 53

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

New Age Alpha Advisors's DUK Position: Q1 2026 in Review

New Age Alpha Advisors reduced its Duke Energy (DUK) stake by 7.4% in Q1 2026, selling an estimated $674K and leaving 67,121 shares worth $8.79M. The position accounts for 0.41% of the portfolio, ranked #50.

New Age Alpha Advisors first reported a position in DUK in Q3 2024 and has held it in 7 quarters since. The position peaked at $11M in Q4 2024. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • New Age Alpha Advisors held 67,121 shares of Duke Energy worth $8.79M as of Q1 2026.
  • New Age Alpha Advisors sold 5,389 Duke Energy shares in Q1 2026, an estimated $674K.
  • Duke Energy made up 0.41% of New Age Alpha Advisors's portfolio in Q1 2026, its #50 holding.
  • New Age Alpha Advisors first reported a position in Duke Energy in Q3 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's Duke Energy position peaked at $11M in Q4 2024.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.