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Pure Financial Advisors’s Duke Energy DUK Stock Holding History

Pure Financial 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 		$4.74M Buy
36,208
+2,294
+7% +$287K 0.07% 114
2025
Q4 		$3.98M Sell
33,914
-305
-0.9% -$37.2K 0.06% 121
2025
Q3 		$4.23M Buy
34,219
+1,131
+3% +$137K 0.07% 113
2025
Q2 		$3.9M Buy
33,088
+30,051
+989% +$3.55M 0.07% 116
2025
Q1 		$370K Buy
3,037
+564
+23% +$64.3K 0.01% 287
2024
Q4 		$266K Buy
2,473
+119
+5% +$13.5K 0.01% 301
2024
Q3 		$271K Sell
2,354
-64
-3% -$7.12K 0.01% 287
2024
Q2 		$242K Sell
2,418
-178
-7% -$17.8K 0.01% 286
2024
Q1 		$251K Sell
2,596
-867
-25% -$82.3K 0.01% 273
2023
Q4 		$336K Buy
+3,463
New +$315K 0.01% 238

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

Pure Financial Advisors's DUK Position: Q1 2026 in Review

Pure Financial Advisors increased its Duke Energy (DUK) stake by 6.8% in Q1 2026, buying an estimated $287K and bringing the position to 36,208 shares worth $4.74M. The position accounts for 0.07% of the portfolio, ranked #114.

Pure Financial Advisors first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Pure Financial Advisors held 36,208 shares of Duke Energy worth $4.74M as of Q1 2026.
  • Pure Financial Advisors bought 2,294 Duke Energy shares in Q1 2026, an estimated $287K.
  • Duke Energy made up 0.07% of Pure Financial Advisors's portfolio in Q1 2026, its #114 holding.
  • Pure Financial Advisors first reported a position in Duke Energy in Q4 2023 and has held it in 10 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.