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PDS Planning’s Duke Energy DUK Stock Holding History

PDS Planning’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 		$554K Buy
4,232
+232
+6% +$29K 0.04% 246
2025
Q4 		$469K Sell
4,000
-156
-4% -$19K 0.03% 270
2025
Q3 		$514K Buy
4,156
+166
+4% +$20.1K 0.04% 241
2025
Q2 		$471K Buy
3,990
+465
+13% +$54.9K 0.04% 251
2025
Q1 		$430K Buy
3,525
+147
+4% +$16.8K 0.04% 234
2024
Q4 		$364K Buy
3,378
+127
+4% +$14.4K 0.03% 244
2024
Q3 		$375K Buy
3,251
+59
+2% +$6.57K 0.03% 248
2024
Q2 		$320K Buy
3,192
+326
+11% +$32.6K 0.03% 244
2024
Q1 		$277K Buy
2,866
+178
+7% +$16.9K 0.03% 281
2023
Q4 		$261K Sell
2,688
-712
-21% -$64.8K 0.03% 265
2023
Q3 		$300K Sell
3,400
-36
-1% -$3.3K 0.04% 214
2023
Q2 		$308K Buy
3,436
+35
+1% +$3.3K 0.04% 209
2023
Q1 		$328K Buy
3,401
+1,321
+64% +$130K 0.05% 178
2022
Q4 		$214K Sell
2,080
-105
-5% -$10.1K 0.03% 193
2022
Q3 		$203K Buy
2,185
+142
+7% +$15.3K 0.04% 181
2022
Q2 		$219K Buy
2,043
+48
+2% +$5.28K 0.04% 179
2022
Q1 		$223K Buy
1,995
+208
+12% +$21.6K 0.04% 190
2021
Q4 		$188K Sell
1,787
-136
-7% -$13.8K 0.04% 201
2021
Q3 		$188K Buy
+1,923
New +$199K 0.04% 192
2021
Q2 		– Sell
-2,405
Closed -$232K – 200
2021
Q1 		$232K Buy
+2,405
New +$219K 0.07% 139

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

PDS Planning's DUK Position: Q1 2026 in Review

PDS Planning increased its Duke Energy (DUK) stake by 5.8% in Q1 2026, buying an estimated $29K and bringing the position to 4,232 shares worth $554K. The position accounts for 0.04% of the portfolio, ranked #246.

PDS Planning first reported a position in DUK in Q1 2021 and has held it in 20 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • PDS Planning held 4,232 shares of Duke Energy worth $554K as of Q1 2026.
  • PDS Planning bought 232 Duke Energy shares in Q1 2026, an estimated $29K.
  • Duke Energy made up 0.04% of PDS Planning's portfolio in Q1 2026, its #246 holding.
  • PDS Planning first reported a position in Duke Energy in Q1 2021 and has held it in 20 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.