OWA
DUK icon

Opal Wealth Advisors’s Duke Energy DUK Stock Holding History

Opal Wealth 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 		$416K Sell
3,180
-252
-7% -$31.5K 0.09% 113
2025
Q4 		$402K Buy
3,432
+138
+4% +$16.9K 0.1% 118
2025
Q3 		$408K Sell
3,294
-14
-0.4% -$1.7K 0.11% 110
2025
Q2 		$390K Buy
3,308
+730
+28% +$86.1K 0.11% 102
2025
Q1 		$314K Buy
2,578
+412
+19% +$47K 0.1% 114
2024
Q4 		$233K Sell
2,166
-81
-4% -$9.18K 0.07% 169
2024
Q3 		$259K Buy
2,247
+124
+6% +$13.8K 0.08% 148
2024
Q2 		$213K Buy
+2,123
New +$212K 0.07% 167

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

Opal Wealth Advisors's DUK Position: Q1 2026 in Review

Opal Wealth Advisors reduced its Duke Energy (DUK) stake by 7.3% in Q1 2026, selling an estimated $31.5K and leaving 3,180 shares worth $416K. The position accounts for 0.09% of the portfolio, ranked #113.

Opal Wealth Advisors first reported a position in DUK in Q2 2024 and has held it in 8 quarters since. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Opal Wealth Advisors held 3,180 shares of Duke Energy worth $416K as of Q1 2026.
  • Opal Wealth Advisors sold 252 Duke Energy shares in Q1 2026, an estimated $31.5K.
  • Duke Energy made up 0.09% of Opal Wealth Advisors's portfolio in Q1 2026, its #113 holding.
  • Opal Wealth Advisors first reported a position in Duke Energy in Q2 2024 and has held it in 8 quarters since.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.