Sierra Summit Advisors’s Duke Energy DUK Stock Holding History

Sierra Summit 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	-5,153	Closed	-$604K	–	193
2025 Q4	$604K	Buy	5,153 +115	+2%	+$14K	0.09%	140
2025 Q3	$623K	Buy	5,038 +73	+1%	+$8.86K	0.1%	146
2025 Q2	$586K	Buy	4,965 +47	+1%	+$5.55K	0.1%	144
2025 Q1	$600K	Sell	4,918 -51	-1%	-$5.81K	0.13%	122
2024 Q4	$535K	Buy	4,969 +1,204	+32%	+$136K	0.11%	113
2024 Q3	$434K	Buy	3,765 +634	+20%	+$70.6K	0.1%	108
2024 Q2	$314K	Buy	3,131 +350	+13%	+$35K	0.08%	129
2024 Q1	$269K	Buy	2,781 +24	+0.9%	+$2.28K	0.07%	135
2023 Q4	$268K	Buy	+2,757	New	+$251K	0.08%	149

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

Sierra Summit Advisors's DUK Position: Q1 2026 in Review

Sierra Summit Advisors sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 5,153 shares — an estimated $604K sold.

Sierra Summit Advisors first reported a position in DUK in Q4 2023 and held it in 9 quarters. The position peaked at $623K in Q3 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Sierra Summit Advisors reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
Sierra Summit Advisors sold 5,153 Duke Energy shares in Q1 2026, an estimated $604K.
Sierra Summit Advisors first reported a position in Duke Energy in Q4 2023 and held it in 9 quarters.
Sierra Summit Advisors's Duke Energy position peaked at $623K in Q3 2025.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Sierra Summit Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.