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DUK icon

NewEdge Advisors’s Duke Energy DUK Stock Holding History

NewEdge 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 		$29.2M Buy
223,319
+168
+0.1% +$21K 0.11% 201
2025
Q4 		$26.2M Buy
223,151
+30,484
+16% +$3.72M 0.09% 202
2025
Q3 		$23.8M Buy
192,667
+29,069
+18% +$3.53M 0.11% 184
2025
Q2 		$19.3M Buy
163,598
+3,247
+2% +$383K 0.1% 213
2025
Q1 		$19.6M Buy
160,351
+8,711
+6% +$993K 0.12% 183
2024
Q4 		$16.3M Buy
151,640
+13,228
+10% +$1.5M 0.1% 202
2024
Q3 		$16M Buy
138,412
+122
+0.1% +$13.6K 0.1% 203
2024
Q2 		$13.9M Buy
138,290
+10,106
+8% +$1.01M 0.1% 200
2024
Q1 		$12.4M Buy
128,184
+2,735
+2% +$259K 0.11% 194
2023
Q4 		$12.1M Buy
125,449
+14,028
+13% +$1.28M 0.11% 184
2023
Q3 		$9.83M Buy
111,421
+16,845
+18% +$1.54M 0.11% 188
2023
Q2 		$8.49M Buy
94,576
+4,258
+5% +$402K 0.1% 212
2023
Q1 		$8.73M Buy
90,318
+8,035
+10% +$794K 0.11% 192
2022
Q4 		$4.19M Buy
82,283
+8,984
+12% +$862K 0.11% 196
2022
Q3 		$6.82M Buy
73,299
+6,863
+10% +$737K 0.11% 193
2022
Q2 		$7.12M Buy
66,436
+8,995
+16% +$989K 0.12% 180
2022
Q1 		$6.41M Sell
57,441
-6,069
-10% -$630K 0.1% 198
2021
Q4 		$6.66M Buy
63,510
+9,782
+18% +$992K 0.1% 194
2021
Q3 		$5.24M Buy
53,728
+1,662
+3% +$172K 0.13% 159
2021
Q2 		$5.14M Buy
52,066
+6,088
+13% +$612K 0.14% 156
2021
Q1 		$4.44M Buy
45,978
+26,484
+136% +$2.42M 0.13% 168
2020
Q4 		$1.78M Sell
19,494
-3,967
-17% -$367K 0.06% 281
2020
Q3 		$2.08M Sell
23,461
-1,754
-7% -$145K 0.07% 240
2020
Q2 		$2.02M Sell
25,215
-3,254
-11% -$275K 0.08% 224
2020
Q1 		$2.3M Sell
28,469
-687
-2% -$63.1K 0.11% 175
2019
Q4 		$2.66M Sell
29,156
-1,904
-6% -$175K 0.11% 193
2019
Q3 		$2.97M Buy
31,060
+6,152
+25% +$560K 0.13% 158
2019
Q2 		$2.2M Sell
24,908
-1,453
-6% -$128K 0.13% 160
2019
Q1 		$2.37M Buy
26,361
+5,592
+27% +$493K 0.15% 152
2018
Q4 		$1.79K Buy
20,769
+7,909
+62% +$673K 0.12% 164
2018
Q3 		$1.03M Buy
12,860
+2,501
+24% +$202K 0.08% 230
2018
Q2 		$826 Buy
10,359
+64
+0.6% +$4.92K 0.08% 230
2018
Q1 		$794K Sell
10,295
-11,563
-53% -$894K 0.09% 208
2017
Q4 		$1.8M Sell
21,858
-931
-4% -$81.3K 0.24% 93
2017
Q3 		$1.93M Buy
22,789
+333
+1% +$28.5K 0.3% 81
2017
Q2 		$1.87M Buy
22,456
+3,320
+17% +$279K 0.32% 72
2017
Q1 		$1.59M Buy
19,136
+3,979
+26% +$316K 0.36% 72
2016
Q4 		$1.17M Sell
15,157
-672
-4% -$51.5K 0.32% 73
2016
Q3 		$1.27M Buy
15,829
+3,568
+29% +$296K 0.4% 60
2016
Q2 		$1.05M Buy
+12,261
New +$980K 0.43% 55
2015
Q3 		– Sell
-10,982
Closed -$776K – 57
2015
Q2 		$776K Buy
10,982
+460
+4% +$34.8K 0.66% 47
2015
Q1 		$808K Buy
+10,522
New +$854K 0.58% 49

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

NewEdge Advisors's DUK Position: Q1 2026 in Review

NewEdge Advisors increased its Duke Energy (DUK) stake by 0.08% in Q1 2026, buying an estimated $21K and bringing the position to 223,319 shares worth $29.2M. The position accounts for 0.11% of the portfolio, ranked #201.

NewEdge Advisors first reported a position in DUK in Q1 2015 and has held it in 42 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • NewEdge Advisors held 223,319 shares of Duke Energy worth $29.2M as of Q1 2026.
  • NewEdge Advisors bought 168 Duke Energy shares in Q1 2026, an estimated $21K.
  • Duke Energy made up 0.11% of NewEdge Advisors's portfolio in Q1 2026, its #201 holding.
  • NewEdge Advisors first reported a position in Duke Energy in Q1 2015 and has held it in 42 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.