Parallel Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.63M | Buy |
12,432
+1,253
| +11% | +$157K | 0.03% | 343 |
|
|
2025
Q4 | $1.31M | Sell |
11,179
-271
| -2% | -$33.1K | 0.02% | 376 |
|
|
2025
Q3 | $1.42M | Buy |
11,450
+527
| +5% | +$64K | 0.03% | 350 |
|
|
2025
Q2 | $1.29M | Buy |
10,923
+1,384
| +15% | +$163K | 0.03% | 358 |
|
|
2025
Q1 | $1.16M | Buy |
9,539
+1,255
| +15% | +$143K | 0.03% | 364 |
|
|
2024
Q4 | $893K | Sell |
8,284
-147
| -2% | -$16.7K | 0.02% | 427 |
|
|
2024
Q3 | $972K | Buy |
8,431
+1,425
| +20% | +$159K | 0.02% | 392 |
|
|
2024
Q2 | $702K | Buy |
7,006
+247
| +4% | +$24.7K | 0.02% | 442 |
|
|
2024
Q1 | $654K | Sell |
6,759
-100
| -1% | -$9.49K | 0.02% | 447 |
|
|
2023
Q4 | $666K | Sell |
6,859
-2,354
| -26% | -$214K | 0.02% | 414 |
|
|
2023
Q3 | $813K | Buy |
9,213
+716
| +8% | +$65.6K | 0.03% | 352 |
|
|
2023
Q2 | $763K | Sell |
8,497
-270
| -3% | -$25.5K | 0.02% | 372 |
|
|
2023
Q1 | $846K | Sell |
8,767
-84
| -0.9% | -$8.3K | 0.03% | 342 |
|
|
2022
Q4 | $912K | Sell |
8,851
-1,059
| -11% | -$102K | 0.04% | 274 |
|
|
2022
Q3 | $922K | Buy |
9,910
+1,040
| +12% | +$112K | 0.04% | 257 |
|
|
2022
Q2 | $951K | Buy |
8,870
+62
| +0.7% | +$6.82K | 0.04% | 252 |
|
|
2022
Q1 | $982K | Sell |
8,808
-9
| -0.1% | -$935 | 0.04% | 269 |
|
|
2021
Q4 | $925K | Sell |
8,817
-435
| -5% | -$44.1K | 0.03% | 291 |
|
|
2021
Q3 | $903K | Sell |
9,252
-883
| -9% | -$91.4K | 0.04% | 273 |
|
|
2021
Q2 | $1M | Buy |
10,135
+3,771
| +59% | +$379K | 0.04% | 255 |
|
|
2021
Q1 | $614K | Buy |
6,364
+1,532
| +32% | +$140K | 0.03% | 314 |
|
|
2020
Q4 | $442K | Sell |
4,832
-319
| -6% | -$29.5K | 0.02% | 350 |
|
|
2020
Q3 | $456K | Sell |
5,151
-561
| -10% | -$46.2K | 0.03% | 326 |
|
|
2020
Q2 | $456K | Sell |
5,712
-1,563
| -21% | -$132K | 0.03% | 314 |
|
|
2020
Q1 | $588K | Sell |
7,275
-147
| -2% | -$13.5K | 0.05% | 215 |
|
|
2019
Q4 | $677K | Sell |
7,422
-482
| -6% | -$44.2K | 0.05% | 242 |
|
|
2019
Q3 | $758K | Buy |
7,904
+548
| +7% | +$49.9K | 0.06% | 204 |
|
|
2019
Q2 | $649K | Sell |
7,356
-38
| -0.5% | -$3.36K | 0.06% | 199 |
|
|
2019
Q1 | $665K | Buy |
7,394
+200
| +3% | +$17.6K | 0.07% | 186 |
|
|
2018
Q4 | $620K | Buy |
7,194
+951
| +15% | +$80.9K | 0.09% | 170 |
|
|
2018
Q3 | $500K | Sell |
6,243
-546
| -8% | -$44.2K | 0.06% | 206 |
|
|
2018
Q2 | $536K | Buy |
6,789
+1,024
| +18% | +$78.8K | 0.08% | 171 |
|
|
2018
Q1 | $447K | Buy |
5,765
+1,217
| +27% | +$94.1K | 0.07% | 188 |
|
|
2017
Q4 | $383K | Buy |
4,548
+300
| +7% | +$26.2K | 0.06% | 203 |
|
|
2017
Q3 | $382K | Buy |
4,248
+5
| +0.1% | +$428 | 0.07% | 204 |
|
|
2017
Q2 | $361K | Sell |
4,243
-21
| -0.5% | -$1.76K | 0.07% | 213 |
|
|
2017
Q1 | $350K | Sell |
4,264
-293
| -6% | -$23.3K | 0.07% | 202 |
|
|
2016
Q4 | $354K | Buy |
+4,557
| New | +$349K | 0.08% | 170 |
|
Other funds holding DUK
VCM
VPM
Parallel Advisors's DUK Position: Q1 2026 in Review
Parallel Advisors increased its Duke Energy (DUK) stake by 11% in Q1 2026, buying an estimated $157K and bringing the position to 12,432 shares worth $1.63M. The position accounts for 0.03% of the portfolio, ranked #343.
Parallel Advisors first reported a position in DUK in Q4 2016 and has held it in 38 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Parallel Advisors held 12,432 shares of Duke Energy worth $1.63M as of Q1 2026.
- Parallel Advisors bought 1,253 Duke Energy shares in Q1 2026, an estimated $157K.
- Duke Energy made up 0.03% of Parallel Advisors's portfolio in Q1 2026, its #343 holding.
- Parallel Advisors first reported a position in Duke Energy in Q4 2016 and has held it in 38 quarters since.
- 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.