Savvy Advisors Inc’s Duke Energy DUK Stock Holding History

Savvy Advisors Inc’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	$1.93M	Buy	14,766 +3,060	+26%	+$383K	0.05%	277
2025 Q4	$1.37M	Buy	11,706 +4,319	+58%	+$527K	0.04%	304
2025 Q3	$914K	Buy	7,387 +1,700	+30%	+$206K	0.04%	287
2025 Q2	$671K	Buy	5,687 +1,887	+50%	+$223K	0.04%	294
2025 Q1	$463K	Buy	3,800 +402	+12%	+$45.8K	0.05%	299
2024 Q4	$366K	Buy	3,398 +1,149	+51%	+$130K	0.04%	298
2024 Q3	$259K	Buy	+2,249	New	+$250K	0.05%	284

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

Savvy Advisors Inc's DUK Position: Q1 2026 in Review

Savvy Advisors Inc increased its Duke Energy (DUK) stake by 26% in Q1 2026, buying an estimated $383K and bringing the position to 14,766 shares worth $1.93M. The position accounts for 0.05% of the portfolio, ranked #277.

Savvy Advisors Inc first reported a position in DUK in Q3 2024 and has held it in 7 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Savvy Advisors Inc held 14,766 shares of Duke Energy worth $1.93M as of Q1 2026.
Savvy Advisors Inc bought 3,060 Duke Energy shares in Q1 2026, an estimated $383K.
Duke Energy made up 0.05% of Savvy Advisors Inc's portfolio in Q1 2026, its #277 holding.
Savvy Advisors Inc first reported a position in Duke Energy in Q3 2024 and has held it in 7 quarters since.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.