Petix & Botte Financial’s Duke Energy DUK Stock Holding History

Petix & Botte Financial’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	–	Sell	-1,752	Closed	-$205K	–	138
2025 Q4	$205K	Hold	1,752	–	–	0.05%	130
2025 Q3	$217K	Hold	1,752	–	–	0.05%	129
2025 Q2	$207K	Hold	1,752	–	–	0.05%	127
2025 Q1	$214K	Buy	+1,752	New	+$200K	0.06%	123
2024 Q4	–	Sell	-1,752	Closed	-$202K	–	125
2024 Q3	$202K	Buy	+1,752	New	+$195K	0.05%	124
2022 Q2	–	Sell	-1,828	Closed	-$204K	–	79
2022 Q1	$204K	Buy	+1,828	New	+$190K	0.06%	118

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Petix & Botte Financial's DUK Position: Q1 2026 in Review

Petix & Botte Financial sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 1,752 shares — an estimated $205K sold.

Petix & Botte Financial first reported a position in DUK in Q1 2022 and held it in 6 quarters. The position peaked at $217K in Q3 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Petix & Botte Financial reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
Petix & Botte Financial sold 1,752 Duke Energy shares in Q1 2026, an estimated $205K.
Petix & Botte Financial first reported a position in Duke Energy in Q1 2022 and held it in 6 quarters.
Petix & Botte Financial's Duke Energy position peaked at $217K in Q3 2025.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.