SRH Advisors’s Duke Energy DUK Stock Holding History

SRH 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	$13.1K	Sell	100 -55	-35%	-$6.88K	﹤0.01%	204
2025 Q4	$18.2K	Buy	155 +55	+55%	+$6.72K	0.01%	185
2025 Q3	$12.4K	Sell	100 -75	-43%	-$9.1K	﹤0.01%	199
2025 Q2	$20.6K	Hold	175	–	–	0.01%	167
2025 Q1	$21.3K	Hold	175	–	–	0.01%	164
2024 Q4	$18.9K	Hold	175	–	–	0.01%	177
2024 Q3	$20.2K	Hold	175	–	–	0.01%	174
2024 Q2	$17.5K	Hold	175	–	–	0.01%	180
2024 Q1	$16.9K	Hold	175	–	–	0.01%	181
2023 Q4	$17K	Hold	175	–	–	0.01%	172
2023 Q3	$15.4K	Hold	175	–	–	0.01%	167
2023 Q2	$16.9K	Hold	175	–	–	0.01%	164
2023 Q1	$17K	Hold	175	–	–	0.01%	164
2022 Q4	$18K	Hold	175	–	–	0.01%	159
2022 Q3	$16K	Hold	175	–	–	0.02%	176
2022 Q2	$19K	Hold	175	–	–	0.02%	167
2022 Q1	$20K	Hold	175	–	–	0.02%	175
2021 Q4	$18K	Hold	175	–	–	0.02%	185
2021 Q3	$17K	Hold	175	–	–	0.02%	184
2021 Q2	$17K	Hold	175	–	–	0.02%	182
2021 Q1	$17K	Hold	175	–	–	0.02%	173
2020 Q4	$16K	Sell	175 -75	-30%	-$6.94K	0.03%	173
2020 Q3	$22K	Hold	250	–	–	0.04%	137
2020 Q2	$20K	Sell	250 -259	-51%	-$21.9K	0.05%	124
2020 Q1	$41K	Hold	509	–	–	0.11%	85
2019 Q4	$46K	Hold	509	–	–	0.15%	84
2019 Q3	$49K	Hold	509	–	–	0.17%	80
2019 Q2	$45K	Hold	509	–	–	0.15%	83
2019 Q1	$46K	Hold	509	–	–	0.16%	82
2018 Q4	$44K	Hold	509	–	–	0.17%	83
2018 Q3	$41K	Hold	509	–	–	0.14%	93
2018 Q2	$40K	Hold	509	–	–	0.15%	94
2018 Q1	$39K	Hold	509	–	–	0.15%	87
2017 Q4	$43K	Hold	509	–	–	0.17%	81
2017 Q3	$43K	Buy	509 +409	+409%	+$35K	0.18%	80
2017 Q2	$8K	Hold	100	–	–	0.04%	128
2017 Q1	$8K	Hold	100	–	–	0.04%	127
2016 Q4	$8K	Hold	100	–	–	0.04%	125
2016 Q3	$8K	Hold	100	–	–	0.04%	119
2016 Q2	$9K	Hold	100	–	–	0.05%	113
2016 Q1	$8K	Hold	100	–	–	0.04%	124
2015 Q4	$7K	Hold	100	–	–	0.04%	124
2015 Q3	$7K	Hold	100	–	–	0.04%	121
2015 Q2	$7K	Hold	100	–	–	0.04%	120
2015 Q1	$8K	Hold	100	–	–	0.05%	108
2014 Q4	$8K	Hold	100	–	–	0.05%	109
2014 Q3	$7K	Hold	100	–	–	0.05%	109
2014 Q2	$7K	Hold	100	–	–	0.06%	109
2014 Q1	$7K	Hold	100	–	–	0.06%	107
2013 Q4	$7K	Buy	+100	New	+$7K	0.07%	106

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

SRH Advisors's DUK Position: Q1 2026 in Review

SRH Advisors reduced its Duke Energy (DUK) stake by 35% in Q1 2026, selling an estimated $6.88K and leaving 100 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #204.

SRH Advisors first reported a position in DUK in Q4 2013 and has held it in 50 quarters since. The position peaked at $49K in Q3 2019. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

SRH Advisors held 100 shares of Duke Energy worth $13.1K as of Q1 2026.
SRH Advisors sold 55 Duke Energy shares in Q1 2026, an estimated $6.88K.
Duke Energy made up ﹤0.01% of SRH Advisors's portfolio in Q1 2026, its #204 holding.
SRH Advisors first reported a position in Duke Energy in Q4 2013 and has held it in 50 quarters since.
SRH Advisors's Duke Energy position peaked at $49K in Q3 2019.
2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.