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Phoenix Wealth Advisors’s Duke Energy DUK Stock Holding History

Phoenix Wealth 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 		$264K Buy
2,014
+56
+3% +$7K 0.1% 113
2025
Q4 		$229K Buy
1,958
+326
+20% +$39.8K 0.09% 116
2025
Q3 		$202K Buy
+1,632
New +$198K 0.08% 128
2025
Q2 		– Sell
-1,702
Closed -$208K – 128
2025
Q1 		$208K Buy
+1,702
New +$194K 0.09% 120
2021
Q4 		– Sell
-1,398
Closed -$136K – 181
2021
Q3 		$136K Hold
1,398
– – 0.1% 135
2021
Q2 		$140K Hold
1,398
– – 0.1% 136
2021
Q1 		$135K Buy
1,398
+166
+13% +$15.2K 0.11% 136
2020
Q4 		$113K Buy
+1,232
New +$114K 0.09% 141

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

Phoenix Wealth Advisors's DUK Position: Q1 2026 in Review

Phoenix Wealth Advisors increased its Duke Energy (DUK) stake by 2.9% in Q1 2026, buying an estimated $7K and bringing the position to 2,014 shares worth $264K. The position accounts for 0.1% of the portfolio, ranked #113.

Phoenix Wealth Advisors first reported a position in DUK in Q4 2020 and has held it in 8 quarters since. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Phoenix Wealth Advisors held 2,014 shares of Duke Energy worth $264K as of Q1 2026.
  • Phoenix Wealth Advisors bought 56 Duke Energy shares in Q1 2026, an estimated $7K.
  • Duke Energy made up 0.1% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #113 holding.
  • Phoenix Wealth Advisors first reported a position in Duke Energy in Q4 2020 and has held it in 8 quarters since.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.