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Soltis Investment Advisors’s Duke Energy DUK Stock Holding History

Soltis Investment 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 		$887K Buy
6,774
+232
+4% +$29K 0.06% 239
2025
Q4 		$767K Buy
6,542
+187
+3% +$22.8K 0.05% 246
2025
Q3 		$786K Buy
6,355
+2,955
+87% +$359K 0.05% 232
2025
Q2 		$401K Buy
3,400
+117
+4% +$13.8K 0.03% 280
2025
Q1 		$400K Sell
3,283
-51
-2% -$5.81K 0.04% 265
2024
Q4 		$359K Sell
3,334
-337
-9% -$38.2K 0.03% 268
2024
Q3 		$423K Sell
3,671
-26
-0.7% -$2.89K 0.04% 239
2024
Q2 		$371K Sell
3,697
-63,927
-95% -$6.39M 0.04% 241
2024
Q1 		$6.54M Buy
67,624
+2,555
+4% +$242K 0.73% 34
2023
Q4 		$6.31M Sell
65,069
-3,610
-5% -$328K 0.71% 37
2023
Q3 		$6.06M Buy
68,679
+4,073
+6% +$373K 0.78% 30
2023
Q2 		$5.8M Buy
64,606
+9,537
+17% +$900K 0.67% 40
2023
Q1 		$5.31M Buy
55,069
+7,986
+17% +$789K 0.68% 36
2022
Q4 		$4.85M Buy
47,083
+8,041
+21% +$772K 0.64% 37
2022
Q3 		$3.63M Buy
39,042
+5,921
+18% +$636K 0.55% 45
2022
Q2 		$3.55M Buy
33,121
+6,628
+25% +$729K 0.52% 48
2022
Q1 		$2.96M Buy
26,493
+5,803
+28% +$603K 0.41% 55
2021
Q4 		$2.17M Buy
20,690
+1,695
+9% +$172K 0.31% 73
2021
Q3 		$1.85M Buy
18,995
+1,168
+7% +$121K 0.29% 73
2021
Q2 		$1.76M Buy
17,827
+2,512
+16% +$252K 0.28% 78
2021
Q1 		$1.48M Buy
15,315
+3,356
+28% +$306K 0.27% 75
2020
Q4 		$1.09M Buy
11,959
+2,600
+28% +$241K 0.2% 83
2020
Q3 		$829K Buy
9,359
+1,206
+15% +$99.4K 0.19% 90
2020
Q2 		$651K Buy
8,153
+2,903
+55% +$245K 0.17% 92
2020
Q1 		$425K Buy
5,250
+785
+18% +$72.1K 0.13% 87
2019
Q4 		$407K Buy
+4,465
New +$409K 0.08% 101

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

Soltis Investment Advisors's DUK Position: Q1 2026 in Review

Soltis Investment Advisors increased its Duke Energy (DUK) stake by 3.5% in Q1 2026, buying an estimated $29K and bringing the position to 6,774 shares worth $887K. The position accounts for 0.06% of the portfolio, ranked #239.

Soltis Investment Advisors first reported a position in DUK in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.54M in Q1 2024. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Soltis Investment Advisors held 6,774 shares of Duke Energy worth $887K as of Q1 2026.
  • Soltis Investment Advisors bought 232 Duke Energy shares in Q1 2026, an estimated $29K.
  • Duke Energy made up 0.06% of Soltis Investment Advisors's portfolio in Q1 2026, its #239 holding.
  • Soltis Investment Advisors first reported a position in Duke Energy in Q4 2019 and has held it in 26 quarters since.
  • Soltis Investment Advisors's Duke Energy position peaked at $6.54M in Q1 2024.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

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