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Strategic Investment Advisors’s Duke Energy DUK Stock Holding History

Strategic 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 		$1.16M Buy
8,838
+7,036
+390% +$880K 0.08% 135
2025
Q4 		$211K Sell
1,802
-38
-2% -$4.64K 0.02% 234
2025
Q3 		$228K Sell
1,840
-7
-0.4% -$849 0.02% 236
2025
Q2 		$218K Buy
1,847
+121
+7% +$14.3K 0.02% 232
2025
Q1 		$211K Buy
+1,726
New +$197K 0.02% 234
2024
Q3 		– Sell
-3,591
Closed -$360K – 241
2024
Q2 		$360K Buy
3,591
+197
+6% +$19.7K 0.04% 197
2024
Q1 		$328K Buy
3,394
+284
+9% +$26.9K 0.04% 206
2023
Q4 		$302K Sell
3,110
-299
-9% -$27.2K 0.04% 203
2023
Q3 		$301K Buy
3,409
+105
+3% +$9.63K 0.05% 200
2023
Q2 		$297K Buy
3,304
+26
+0.8% +$2.45K 0.04% 167
2023
Q1 		$316K Sell
3,278
-1,026
-24% -$101K 0.06% 194
2022
Q4 		$443K Buy
4,304
+1,844
+75% +$177K 0.09% 162
2022
Q3 		$229K Sell
2,460
-163
-6% -$17.5K 0.05% 163
2022
Q2 		$281K Buy
+2,623
New +$288K 0.06% 178
2020
Q4 		– Sell
-3,533
Closed -$313K – 194
2020
Q3 		$313K Sell
3,533
-1,841
-34% -$152K 0.11% 132
2020
Q2 		$429K Sell
5,374
-203
-4% -$17.2K 0.16% 99
2020
Q1 		$451K Sell
5,577
-360
-6% -$33.1K 0.21% 85
2019
Q4 		$542K Buy
5,937
+179
+3% +$16.4K 0.22% 80
2019
Q3 		$552K Buy
5,758
+861
+18% +$78.4K 0.26% 68
2019
Q2 		$432K Buy
4,897
+523
+12% +$46.2K 0.24% 70
2019
Q1 		$394K Buy
4,374
+224
+5% +$19.8K 0.27% 72
2018
Q4 		$358K Buy
+4,150
New +$353K 0.32% 67

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

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

Strategic Investment Advisors increased its Duke Energy (DUK) stake by 390% in Q1 2026, buying an estimated $880K and bringing the position to 8,838 shares worth $1.16M. The position accounts for 0.08% of the portfolio, ranked #135.

Strategic Investment Advisors first reported a position in DUK in Q4 2018 and has held it in 22 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Strategic Investment Advisors held 8,838 shares of Duke Energy worth $1.16M as of Q1 2026.
  • Strategic Investment Advisors bought 7,036 Duke Energy shares in Q1 2026, an estimated $880K.
  • Duke Energy made up 0.08% of Strategic Investment Advisors's portfolio in Q1 2026, its #135 holding.
  • Strategic Investment Advisors first reported a position in Duke Energy in Q4 2018 and has held it in 22 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.