Novak & Powell Financial Services’s Duke Energy DUK Stock Holding History

Novak & Powell Financial Services’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	$601K	Buy	4,591 +3	+0.1%	+$375	0.32%	69
2025 Q4	$538K	Buy	4,588 +4	+0.1%	+$488	0.28%	77
2025 Q3	$567K	Buy	4,584 +3	+0.1%	+$364	0.3%	76
2025 Q2	$541K	Buy	4,581 +3	+0.1%	+$354	0.38%	63
2025 Q1	$558K	Buy	4,578 +4	+0.1%	+$456	0.35%	71
2024 Q4	$493K	Buy	4,574 +3	+0.1%	+$340	0.29%	78
2024 Q3	$527K	Sell	4,571 -136	-3%	-$15.1K	0.31%	77
2024 Q2	$472K	Sell	4,707 -99	-2%	-$9.9K	0.29%	79
2024 Q1	$465K	Buy	4,806 +5	+0.1%	+$474	0.35%	71
2023 Q4	$466K	Buy	+4,801	New	+$437K	0.31%	79

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

Novak & Powell Financial Services's DUK Position: Q1 2026 in Review

Novak & Powell Financial Services increased its Duke Energy (DUK) stake by 0.07% in Q1 2026, buying an estimated $375 and bringing the position to 4,591 shares worth $601K. The position accounts for 0.32% of the portfolio, ranked #69.

Novak & Powell Financial Services first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Novak & Powell Financial Services held 4,591 shares of Duke Energy worth $601K as of Q1 2026.
Novak & Powell Financial Services bought 3 Duke Energy shares in Q1 2026, an estimated $375.
Duke Energy made up 0.32% of Novak & Powell Financial Services's portfolio in Q1 2026, its #69 holding.
Novak & Powell Financial Services first reported a position in Duke Energy in Q4 2023 and has held it in 10 quarters since.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.