PCS
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Personal CFO Solutions’s Duke Energy DUK Stock Holding History

Personal CFO Solutions’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 		$684K Buy
5,223
+86
+2% +$10.8K 0.1% 191
2025
Q4 		$602K Sell
5,137
-426
-8% -$52K 0.1% 203
2025
Q3 		$688K Buy
5,563
+154
+3% +$18.7K 0.12% 175
2025
Q2 		$638K Sell
5,409
-617
-10% -$72.8K 0.12% 183
2025
Q1 		$735K Sell
6,026
-89
-1% -$10.1K 0.15% 151
2024
Q4 		$659K Buy
6,115
+445
+8% +$50.4K 0.13% 168
2024
Q3 		$654K Sell
5,670
-43
-0.8% -$4.79K 0.09% 212
2024
Q2 		$573K Buy
5,713
+51
+0.9% +$5.1K 0.09% 225
2024
Q1 		$548K Buy
5,662
+372
+7% +$35.3K 0.09% 229
2023
Q4 		$513K Buy
5,290
+91
+2% +$8.28K 0.09% 219
2023
Q3 		$459K Buy
5,199
+356
+7% +$32.6K 0.09% 217
2023
Q2 		$435K Sell
4,843
-585
-11% -$55.2K 0.09% 232
2023
Q1 		$524K Buy
5,428
+213
+4% +$21K 0.11% 185
2022
Q4 		$537K Buy
5,215
+148
+3% +$14.2K 0.11% 178
2022
Q3 		$471K Sell
5,067
-103
-2% -$11.1K 0.12% 160
2022
Q2 		$554K Sell
5,170
-33
-0.6% -$3.63K 0.13% 138
2022
Q1 		$581K Buy
5,203
+50
+1% +$5.19K 0.11% 167
2021
Q4 		$541K Sell
5,153
-479
-9% -$48.6K 0.1% 188
2021
Q3 		$550K Buy
5,632
+36
+0.6% +$3.73K 0.11% 176
2021
Q2 		$552K Buy
5,596
+7
+0.1% +$703 0.11% 175
2021
Q1 		$540K Sell
5,589
-5
-0.1% -$456 0.12% 158
2020
Q4 		$512K Sell
5,594
-55
-1% -$5.09K 0.13% 155
2020
Q3 		$0 Sell
5,649
-2,230
-28% -$184K ﹤0.01% 190
2020
Q2 		$629K Buy
7,879
+6
+0.1% +$507 0.19% 105
2020
Q1 		$637K Buy
7,873
+2,843
+57% +$261K 0.23% 98
2019
Q4 		$459K Hold
5,030
– – 0.13% 160
2019
Q3 		$482K Buy
+5,030
New +$458K 0.19% 132

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

Personal CFO Solutions's DUK Position: Q1 2026 in Review

Personal CFO Solutions increased its Duke Energy (DUK) stake by 1.7% in Q1 2026, buying an estimated $10.8K and bringing the position to 5,223 shares worth $684K. The position accounts for 0.1% of the portfolio, ranked #191.

Personal CFO Solutions first reported a position in DUK in Q3 2019 and has held it in 27 quarters since. The position peaked at $735K in Q1 2025. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Personal CFO Solutions held 5,223 shares of Duke Energy worth $684K as of Q1 2026.
  • Personal CFO Solutions bought 86 Duke Energy shares in Q1 2026, an estimated $10.8K.
  • Duke Energy made up 0.1% of Personal CFO Solutions's portfolio in Q1 2026, its #191 holding.
  • Personal CFO Solutions first reported a position in Duke Energy in Q3 2019 and has held it in 27 quarters since.
  • Personal CFO Solutions's Duke Energy position peaked at $735K in Q1 2025.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.