San Luis Wealth Advisors’s Duke Energy DUK Stock Holding History

San Luis 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	–	Sell	-7,633	Closed	-$895K	–	179
2025 Q4	$895K	Buy	7,633 +1,080	+16%	+$132K	0.15%	98
2025 Q3	$811K	Buy	6,553 +809	+14%	+$98.2K	0.15%	89
2025 Q2	$678K	Sell	5,744 -380	-6%	-$44.8K	0.15%	80
2025 Q1	$747K	Buy	+6,124	New	+$698K	0.17%	62
2022 Q2	–	Sell	-337	Closed	-$35K	–	170
2022 Q1	$35K	Buy	+337	New	+$35K	0.02%	265

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

San Luis Wealth Advisors's DUK Position: Q1 2026 in Review

San Luis Wealth Advisors sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 7,633 shares — an estimated $895K sold.

San Luis Wealth Advisors first reported a position in DUK in Q1 2022 and held it in 5 quarters. The position peaked at $895K in Q4 2025. 2,480 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

San Luis Wealth Advisors reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
San Luis Wealth Advisors sold 7,633 Duke Energy shares in Q1 2026, an estimated $895K.
San Luis Wealth Advisors first reported a position in Duke Energy in Q1 2022 and held it in 5 quarters.
San Luis Wealth Advisors's Duke Energy position peaked at $895K in Q4 2025.
2,480 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on San Luis Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.