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Perennial Investment Advisors’s Duke Energy DUK Stock Holding History

Perennial Investment 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 		$340K Sell
2,594
-41
-2% -$5.13K 0.03% 359
2025
Q4 		$309K Buy
2,635
+412
+19% +$50.3K 0.02% 370
2025
Q3 		$275K Buy
2,223
+87
+4% +$10.6K 0.02% 385
2025
Q2 		$252K Sell
2,136
-96
-4% -$11.3K 0.02% 395
2025
Q1 		$272K Buy
2,232
+129
+6% +$14.7K 0.03% 337
2024
Q4 		$227K Buy
2,103
+265
+14% +$30K 0.03% 361
2024
Q3 		$212K Buy
+1,838
New +$205K 0.03% 354

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 $315B AUM 27.84% 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

Perennial Investment Advisors's DUK Position: Q1 2026 in Review

Perennial Investment Advisors reduced its Duke Energy (DUK) stake by 1.6% in Q1 2026, selling an estimated $5.13K and leaving 2,594 shares worth $340K. The position accounts for 0.03% of the portfolio, ranked #359.

Perennial Investment Advisors first reported a position in DUK in Q3 2024 and has held it in 7 quarters since. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Perennial Investment Advisors held 2,594 shares of Duke Energy worth $340K as of Q1 2026.
  • Perennial Investment Advisors sold 41 Duke Energy shares in Q1 2026, an estimated $5.13K.
  • Duke Energy made up 0.03% of Perennial Investment Advisors's portfolio in Q1 2026, its #359 holding.
  • Perennial Investment Advisors first reported a position in Duke Energy in Q3 2024 and has held it in 7 quarters since.
  • 2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.