Prosperity Consulting Group’s Duke Energy DUK Stock Holding History

Prosperity Consulting Group’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	$1.05M	Sell	7,985 -7,012	-47%	-$877K	0.05%	241
2025 Q4	$1.76M	Sell	14,997 -248	-2%	-$30.3K	0.08%	175
2025 Q3	$1.89M	Buy	15,245 +113	+0.7%	+$13.7K	0.09%	171
2025 Q2	$1.79M	Sell	15,132 -598	-4%	-$70.6K	0.13%	154
2025 Q1	$1.92M	Sell	15,730 -691	-4%	-$78.8K	0.15%	148
2024 Q4	$1.77M	Buy	16,421 +1,041	+7%	+$118K	0.13%	159
2024 Q3	$1.77M	Buy	+15,380	New	+$1.71M	0.14%	169
2024 Q2	–	Sell	-2,599	Closed	-$251K	–	312
2024 Q1	$251K	Buy	+2,599	New	+$247K	0.03%	294

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

Prosperity Consulting Group's DUK Position: Q1 2026 in Review

Prosperity Consulting Group reduced its Duke Energy (DUK) stake by 47% in Q1 2026, selling an estimated $877K and leaving 7,985 shares worth $1.05M. The position accounts for 0.05% of the portfolio, ranked #241.

Prosperity Consulting Group first reported a position in DUK in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.92M in Q1 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Prosperity Consulting Group held 7,985 shares of Duke Energy worth $1.05M as of Q1 2026.
Prosperity Consulting Group sold 7,012 Duke Energy shares in Q1 2026, an estimated $877K.
Duke Energy made up 0.05% of Prosperity Consulting Group's portfolio in Q1 2026, its #241 holding.
Prosperity Consulting Group first reported a position in Duke Energy in Q1 2024 and has held it in 8 quarters since.
Prosperity Consulting Group's Duke Energy position peaked at $1.92M in Q1 2025.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.