Rollins Financial Advisors’s Duke Energy DUK Stock Holding History

Rollins 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	$1.23M	Buy	9,382 +12	+0.1%	+$1.5K	0.19%	65
2025 Q4	$1.1M	Sell	9,370 -1,067	-10%	-$130K	0.16%	60
2025 Q3	$1.29M	Buy	10,437 +4	+0%	+$485	0.2%	56
2025 Q2	$1.23M	Sell	10,433 -106	-1%	-$12.5K	0.2%	57
2025 Q1	$1.29M	Buy	10,539 +706	+7%	+$80.5K	0.22%	55
2024 Q4	$1.06M	Buy	9,833 +4,182	+74%	+$474K	0.17%	58
2024 Q3	$652K	Buy	5,651 +1,314	+30%	+$146K	0.11%	70
2024 Q2	$435K	Sell	4,337 -417	-9%	-$41.7K	0.07%	79
2024 Q1	$460K	Buy	4,754 +44	+0.9%	+$4.17K	0.09%	77
2023 Q4	$457K	Buy	+4,710	New	+$428K	0.1%	70

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

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

Rollins Financial Advisors increased its Duke Energy (DUK) stake by 0.13% in Q1 2026, buying an estimated $1.5K and bringing the position to 9,382 shares worth $1.23M. The position accounts for 0.19% of the portfolio, ranked #65.

Rollins Financial Advisors first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.29M in Q3 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Rollins Financial Advisors held 9,382 shares of Duke Energy worth $1.23M as of Q1 2026.
Rollins Financial Advisors bought 12 Duke Energy shares in Q1 2026, an estimated $1.5K.
Duke Energy made up 0.19% of Rollins Financial Advisors's portfolio in Q1 2026, its #65 holding.
Rollins Financial Advisors first reported a position in Duke Energy in Q4 2023 and has held it in 10 quarters since.
Rollins Financial Advisors's Duke Energy position peaked at $1.29M in Q3 2025.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.