Simplicity Wealth’s Duke Energy DUK Stock Holding History

Simplicity 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	$993K	Sell	7,581 -79	-1%	-$9.88K	0.06%	300
2025 Q4	$898K	Sell	7,660 -6,194	-45%	-$756K	0.05%	303
2025 Q3	$1.71M	Sell	13,854 -2,839	-17%	-$345K	0.1%	207
2025 Q2	$1.97M	Buy	16,693 +9,455	+131%	+$1.12M	0.08%	220
2025 Q1	$883K	Buy	7,238 +4,464	+161%	+$509K	0.07%	270
2024 Q4	$299K	Buy	2,774 +740	+36%	+$83.8K	0.06%	239
2024 Q3	$235K	Sell	2,034 -22,195	-92%	-$2.47M	0.02%	438
2024 Q2	$2.43M	Buy	24,229 +2,583	+12%	+$258K	0.05%	322
2024 Q1	$2.09M	Buy	+21,646	New	+$2.05M	0.05%	346

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

Simplicity Wealth's DUK Position: Q1 2026 in Review

Simplicity Wealth reduced its Duke Energy (DUK) stake by 1% in Q1 2026, selling an estimated $9.88K and leaving 7,581 shares worth $993K. The position accounts for 0.06% of the portfolio, ranked #300.

Simplicity Wealth first reported a position in DUK in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.43M in Q2 2024. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Simplicity Wealth held 7,581 shares of Duke Energy worth $993K as of Q1 2026.
Simplicity Wealth sold 79 Duke Energy shares in Q1 2026, an estimated $9.88K.
Duke Energy made up 0.06% of Simplicity Wealth's portfolio in Q1 2026, its #300 holding.
Simplicity Wealth first reported a position in Duke Energy in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's Duke Energy position peaked at $2.43M in Q2 2024.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.