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Snowden Capital Advisors’s Duke Energy DUK Stock Holding History

Snowden Capital 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 		$4.37M Buy
33,402
+4,431
+15% +$554K 0.12% 192
2025
Q4 		$3.4M Sell
28,971
-400
-1% -$48.8K 0.09% 227
2025
Q3 		$3.63M Sell
29,371
-818
-3% -$99.3K 0.1% 212
2025
Q2 		$3.56M Sell
30,189
-1,299
-4% -$153K 0.11% 198
2025
Q1 		$3.84M Buy
31,488
+1,688
+6% +$192K 0.12% 183
2024
Q4 		$3.21M Sell
29,800
-21,116
-41% -$2.39M 0.1% 210
2024
Q3 		$5.87M Sell
50,916
-31,531
-38% -$3.51M 0.17% 134
2024
Q2 		$8.26M Buy
82,447
+386
+0.5% +$38.6K 0.25% 93
2024
Q1 		$7.94M Buy
82,061
+16,516
+25% +$1.57M 0.25% 93
2023
Q4 		$6.36M Sell
65,545
-5,689
-8% -$517K 0.24% 104
2023
Q3 		$6.29M Sell
71,234
-802
-1% -$73.5K 0.27% 88
2023
Q2 		$6.46M Buy
72,036
+2,117
+3% +$200K 0.23% 108
2023
Q1 		$6.75M Buy
69,919
+1,726
+3% +$171K 0.26% 94
2022
Q4 		$7.02M Buy
68,193
+1,044
+2% +$100K 0.29% 77
2022
Q3 		$6.25M Sell
67,149
-1,166
-2% -$125K 0.28% 76
2022
Q2 		$7.32M Sell
68,315
-288
-0.4% -$31.7K 0.33% 65
2022
Q1 		$7.66M Buy
68,603
+10,248
+18% +$1.06M 0.31% 71
2021
Q4 		$6.12M Sell
58,355
-3,453
-6% -$350K 0.31% 81
2021
Q3 		$6.03M Buy
61,808
+4,141
+7% +$429K 0.3% 82
2021
Q2 		$5.69M Buy
57,667
+45,923
+391% +$4.61M 0.29% 90
2021
Q1 		$1.13M Buy
11,744
+1,859
+19% +$170K 0.07% 310
2020
Q4 		$905K Buy
9,885
+707
+8% +$65.4K 0.06% 318
2020
Q3 		$813K Sell
9,178
-338
-4% -$27.9K 0.07% 294
2020
Q2 		$760K Sell
9,516
-6,167
-39% -$521K 0.07% 298
2020
Q1 		$1.27M Sell
15,683
-2,729
-15% -$251K 0.14% 208
2019
Q4 		$1.68M Sell
18,412
-15,319
-45% -$1.4M 0.15% 205
2019
Q3 		$3.23M Buy
33,731
+294
+0.9% +$26.8K 0.33% 99
2019
Q2 		$2.95M Sell
33,437
-87
-0.3% -$7.69K 0.3% 111
2019
Q1 		$3.02M Buy
33,524
+366
+1% +$32.3K 0.33% 95
2018
Q4 		$2.86M Buy
33,158
+612
+2% +$52.1K 0.37% 75
2018
Q3 		$2.6M Buy
32,546
+1,016
+3% +$82.2K 0.3% 103
2018
Q2 		$2.49M Buy
31,530
+1,254
+4% +$96.4K 0.32% 89
2018
Q1 		$2.35M Buy
30,276
+1,483
+5% +$115K 0.34% 91
2017
Q4 		$2.42M Buy
28,793
+1,552
+6% +$136K 0.35% 85
2017
Q3 		$2.29M Buy
27,241
+499
+2% +$42.7K 0.37% 82
2017
Q2 		$2.24M Buy
26,742
+2,577
+11% +$217K 0.42% 74
2017
Q1 		$1.98M Buy
24,165
+1,525
+7% +$121K 0.44% 72
2016
Q4 		$1.76M Buy
22,640
+107
+0.5% +$8.2K 0.44% 70
2016
Q3 		$1.8M Buy
22,533
+1,909
+9% +$158K 0.49% 69
2016
Q2 		$1.77M Buy
20,624
+2,101
+11% +$168K 0.54% 57
2016
Q1 		$1.49M Buy
+18,523
New +$1.4M 0.51% 59

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

Snowden Capital Advisors's DUK Position: Q1 2026 in Review

Snowden Capital Advisors increased its Duke Energy (DUK) stake by 15% in Q1 2026, buying an estimated $554K and bringing the position to 33,402 shares worth $4.37M. The position accounts for 0.12% of the portfolio, ranked #192.

Snowden Capital Advisors first reported a position in DUK in Q1 2016 and has held it in 41 quarters since. The position peaked at $8.26M in Q2 2024. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Snowden Capital Advisors held 33,402 shares of Duke Energy worth $4.37M as of Q1 2026.
  • Snowden Capital Advisors bought 4,431 Duke Energy shares in Q1 2026, an estimated $554K.
  • Duke Energy made up 0.12% of Snowden Capital Advisors's portfolio in Q1 2026, its #192 holding.
  • Snowden Capital Advisors first reported a position in Duke Energy in Q1 2016 and has held it in 41 quarters since.
  • Snowden Capital Advisors's Duke Energy position peaked at $8.26M in Q2 2024.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.