PFG
DUK icon

Prosperity Financial Group’s Duke Energy DUK Stock Holding History

Prosperity Financial 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 		$244K Buy
+1,863
New +$233K 0.09% 163
2025
Q4 		– Sell
-1,889
Closed -$234K – 194
2025
Q3 		$234K Sell
1,889
-31
-2% -$3.76K 0.09% 150
2025
Q2 		$227K Buy
1,920
+24
+1% +$2.83K 0.1% 147
2025
Q1 		$231K Buy
+1,896
New +$216K 0.12% 135

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

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

Prosperity Financial Group opened a new position in Duke Energy (DUK) in Q1 2026: 1,863 shares worth $244K. The stake represents 0.09% of the portfolio and ranks #163 among its holdings. This is a return to the name: Prosperity Financial Group previously reported a position in DUK as recently as Q3 2025.

Prosperity Financial Group first reported a position in DUK in Q1 2025 and has held it in 4 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Prosperity Financial Group held 1,863 shares of Duke Energy worth $244K as of Q1 2026.
  • Duke Energy was a new Prosperity Financial Group position in Q1 2026.
  • Duke Energy made up 0.09% of Prosperity Financial Group's portfolio in Q1 2026, its #163 holding.
  • Prosperity Financial Group first reported a position in Duke Energy in Q1 2025 and has held it in 4 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

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