Strata Wealth Advisors’s Duke Energy DUK Stock Holding History

Strata Wealth 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	$312K	Sell	2,384 -231	-9%	-$28.9K	0.09%	70
2025 Q4	$307K	Sell	2,615 -31	-1%	-$3.79K	0.09%	70
2025 Q3	$327K	Buy	2,646 +904	+52%	+$110K	0.09%	75
2025 Q2	$206K	Buy	1,742 +6	+0.3%	+$708	0.06%	78
2025 Q1	$212K	Buy	+1,736	New	+$198K	0.07%	67

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

Strata Wealth Advisors's DUK Position: Q1 2026 in Review

Strata Wealth Advisors reduced its Duke Energy (DUK) stake by 8.8% in Q1 2026, selling an estimated $28.9K and leaving 2,384 shares worth $312K. The position accounts for 0.09% of the portfolio, ranked #70.

Strata Wealth Advisors first reported a position in DUK in Q1 2025 and has held it in 5 quarters since. The position peaked at $327K in Q3 2025. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Strata Wealth Advisors held 2,384 shares of Duke Energy worth $312K as of Q1 2026.
Strata Wealth Advisors sold 231 Duke Energy shares in Q1 2026, an estimated $28.9K.
Duke Energy made up 0.09% of Strata Wealth Advisors's portfolio in Q1 2026, its #70 holding.
Strata Wealth Advisors first reported a position in Duke Energy in Q1 2025 and has held it in 5 quarters since.
Strata Wealth Advisors's Duke Energy position peaked at $327K in Q3 2025.
2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.