Stiles Financial Services’s Duke Energy DUK Stock Holding History

Stiles Financial Services’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	$3.48M	Buy	26,554 +1,121	+4%	+$140K	1.06%	25
2025 Q4	$2.98M	Buy	25,433 +1,320	+5%	+$161K	0.92%	33
2025 Q3	$2.98M	Buy	24,113 +650	+3%	+$78.9K	0.94%	29
2025 Q2	$2.77M	Buy	23,463 +797	+4%	+$94K	0.96%	33
2025 Q1	$2.76M	Buy	22,666 +74	+0.3%	+$8.44K	1.06%	26
2024 Q4	$2.43M	Buy	22,592 +990	+5%	+$112K	0.88%	36
2024 Q3	$2.49M	Buy	21,602 +836	+4%	+$93K	0.88%	36
2024 Q2	$2.08M	Sell	20,766 -3	-0%	-$300	0.8%	41
2024 Q1	$2.01M	Buy	20,769 +716	+4%	+$67.9K	0.8%	41
2023 Q4	$1.95M	Buy	20,053 +5,584	+39%	+$508K	0.88%	39
2023 Q3	$1.28M	Buy	14,469 +1,323	+10%	+$121K	0.66%	52
2023 Q2	$1.18M	Buy	13,146 +1,558	+13%	+$147K	0.59%	59
2023 Q1	$1.12M	Buy	11,588 +215	+2%	+$21.2K	0.6%	56
2022 Q4	$1.17M	Buy	11,373 +84	+0.7%	+$8.06K	0.67%	46
2022 Q3	$1.05M	Buy	11,289 +554	+5%	+$59.5K	0.64%	48
2022 Q2	$1.15M	Buy	10,735 +80	+0.8%	+$8.8K	0.69%	44
2022 Q1	$1.19M	Buy	10,655 +607	+6%	+$63K	0.6%	52
2021 Q4	$1.05M	Buy	+10,048	New	+$1.02M	0.51%	59

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

Stiles Financial Services's DUK Position: Q1 2026 in Review

Stiles Financial Services increased its Duke Energy (DUK) stake by 4.4% in Q1 2026, buying an estimated $140K and bringing the position to 26,554 shares worth $3.48M. The position accounts for 1.06% of the portfolio, ranked #25.

Stiles Financial Services first reported a position in DUK in Q4 2021 and has held it in 18 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Stiles Financial Services held 26,554 shares of Duke Energy worth $3.48M as of Q1 2026.
Stiles Financial Services bought 1,121 Duke Energy shares in Q1 2026, an estimated $140K.
Duke Energy made up 1.06% of Stiles Financial Services's portfolio in Q1 2026, its #25 holding.
Stiles Financial Services first reported a position in Duke Energy in Q4 2021 and has held it in 18 quarters since.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.