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NWF Advisory Services’s Duke Energy DUK Stock Holding History

NWF Advisory 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 		$788K Buy
6,020
+146
+2% +$18.3K 0.09% 154
2025
Q4 		$688K Sell
5,874
-122
-2% -$14.9K 0.08% 163
2025
Q3 		$742K Sell
5,996
-277
-4% -$33.6K 0.08% 164
2025
Q2 		$740K Sell
6,273
-219
-3% -$25.8K 0.09% 154
2025
Q1 		$792K Buy
6,492
+525
+9% +$59.8K 0.11% 126
2024
Q4 		$643K Buy
+5,967
New +$676K 0.09% 112

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

NWF Advisory Services's DUK Position: Q1 2026 in Review

NWF Advisory Services increased its Duke Energy (DUK) stake by 2.5% in Q1 2026, buying an estimated $18.3K and bringing the position to 6,020 shares worth $788K. The position accounts for 0.09% of the portfolio, ranked #154.

NWF Advisory Services first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. The position peaked at $792K in Q1 2025. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • NWF Advisory Services held 6,020 shares of Duke Energy worth $788K as of Q1 2026.
  • NWF Advisory Services bought 146 Duke Energy shares in Q1 2026, an estimated $18.3K.
  • Duke Energy made up 0.09% of NWF Advisory Services's portfolio in Q1 2026, its #154 holding.
  • NWF Advisory Services first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • NWF Advisory Services's Duke Energy position peaked at $792K in Q1 2025.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.