SAW
DUK icon

Signal Advisors Wealth’s Duke Energy DUK Stock Holding History

Signal Advisors Wealth’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 		$1.99M Buy
15,186
+12,092
+391% +$1.51M 0.14% 141
2025
Q4 		$363K Sell
3,094
-74
-2% -$9.04K 0.03% 367
2025
Q3 		$392K Sell
3,168
-4,567
-59% -$554K 0.04% 305
2025
Q2 		$913K Buy
+7,735
New +$913K 0.07% 220
2024
Q3 		– Sell
-2,758
Closed -$276K – 417
2024
Q2 		$276K Buy
+2,758
New +$276K 0.6% 49

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

Signal Advisors Wealth's DUK Position: Q1 2026 in Review

Signal Advisors Wealth increased its Duke Energy (DUK) stake by 391% in Q1 2026, buying an estimated $1.51M and bringing the position to 15,186 shares worth $1.99M. The position accounts for 0.14% of the portfolio, ranked #141.

Signal Advisors Wealth first reported a position in DUK in Q2 2024 and has held it in 5 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Signal Advisors Wealth held 15,186 shares of Duke Energy worth $1.99M as of Q1 2026.
  • Signal Advisors Wealth bought 12,092 Duke Energy shares in Q1 2026, an estimated $1.51M.
  • Duke Energy made up 0.14% of Signal Advisors Wealth's portfolio in Q1 2026, its #141 holding.
  • Signal Advisors Wealth first reported a position in Duke Energy in Q2 2024 and has held it in 5 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.