Stratos Wealth Partners’s Duke Energy DUK Stock Holding History

Stratos Wealth Partners’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	$6.85M	Sell	52,309 -1,999	-4%	-$250K	0.08%	268
2025 Q4	$6.37M	Sell	54,308 -225	-0.4%	-$27.5K	0.07%	275
2025 Q3	$6.75M	Buy	54,533 +7,342	+16%	+$891K	0.08%	255
2025 Q2	$5.57M	Buy	47,191 +3,373	+8%	+$398K	0.08%	263
2025 Q1	$5.34M	Sell	43,818 -2,820	-6%	-$321K	0.08%	250
2024 Q4	$5.02M	Sell	46,638 -1,488	-3%	-$169K	0.07%	272
2024 Q3	$5.55M	Buy	48,126 +1,642	+4%	+$183K	0.08%	247
2024 Q2	$4.66M	Sell	46,484 -3,249	-7%	-$325K	0.07%	256
2024 Q1	$4.81M	Buy	49,733 +218	+0.4%	+$20.7K	0.08%	250
2023 Q4	$4.8M	Buy	49,515 +337	+0.7%	+$30.7K	0.09%	231
2023 Q3	$4.34M	Buy	49,178 +2,996	+6%	+$275K	0.09%	220
2023 Q2	$4.14M	Buy	46,182 +4,270	+10%	+$403K	0.09%	223
2023 Q1	$4.04M	Sell	41,912 -1,229	-3%	-$121K	0.11%	193
2022 Q4	$4.44M	Sell	43,141 -564	-1%	-$54.1K	0.11%	191
2022 Q3	$4.07M	Buy	43,705 +5,589	+15%	+$600K	0.11%	185
2022 Q2	$4.09M	Buy	38,116 +1,250	+3%	+$137K	0.1%	194
2022 Q1	$4.12M	Buy	36,866 +2,767	+8%	+$287K	0.09%	213
2021 Q4	$3.58M	Buy	34,099 +989	+3%	+$100K	0.08%	239
2021 Q3	$3.23M	Sell	33,110 -176	-0.5%	-$18.2K	0.08%	241
2021 Q2	$3.29M	Sell	33,286 -945	-3%	-$94.9K	0.08%	242
2021 Q1	$3.3M	Sell	34,231 -227	-0.7%	-$20.7K	0.09%	217
2020 Q4	$3.15M	Sell	34,458 -21,777	-39%	-$2.01M	0.09%	213
2020 Q3	$4.98M	Sell	56,235 -8,448	-13%	-$696K	0.16%	146
2020 Q2	$5.17M	Buy	64,683 +3,285	+5%	+$278K	0.18%	130
2020 Q1	$4.97M	Buy	61,398 +6,378	+12%	+$586K	0.23%	99
2019 Q4	$5.02M	Buy	55,020 +2,308	+4%	+$212K	0.2%	116
2019 Q3	$5.05M	Sell	52,712 -1,303	-2%	-$119K	0.22%	99
2019 Q2	$4.77M	Buy	54,015 +802	+2%	+$70.9K	0.21%	101
2019 Q1	$4.79M	Buy	53,213 +1,536	+3%	+$135K	0.22%	98
2018 Q4	$4.46M	Sell	51,677 -2,212	-4%	-$188K	0.23%	93
2018 Q3	$4.31M	Buy	53,889 +6,237	+13%	+$504K	0.19%	107
2018 Q2	$3.77M	Sell	47,652 -1,884	-4%	-$145K	0.17%	126
2018 Q1	$3.84M	Buy	49,536 +3,277	+7%	+$253K	0.16%	132
2017 Q4	$3.89M	Sell	46,259 -888	-2%	-$77.6K	0.17%	122
2017 Q3	$3.96M	Buy	47,147 +1,983	+4%	+$170K	0.19%	120
2017 Q2	$3.77M	Buy	45,164 +1,708	+4%	+$144K	0.19%	116
2017 Q1	$3.56M	Sell	43,456 -296	-0.7%	-$23.5K	0.2%	114
2016 Q4	$3.4M	Buy	43,752 +4,758	+12%	+$364K	0.21%	106
2016 Q3	$3.12M	Buy	38,994 +18,209	+88%	+$1.51M	0.21%	94
2016 Q2	$1.78M	Buy	20,785 +894	+4%	+$71.5K	0.13%	154
2016 Q1	$1.6M	Buy	19,891 +682	+4%	+$51.6K	0.14%	136
2015 Q4	$1.37M	Sell	19,209 -585	-3%	-$41.1K	0.11%	143
2015 Q3	$1.42M	Sell	19,794 -1,354	-6%	-$98K	0.18%	107
2015 Q2	$1.49M	Sell	21,148 -7,515	-26%	-$568K	0.19%	111
2015 Q1	$2.2M	Buy	28,663 +1,161	+4%	+$94.2K	0.26%	80
2014 Q4	$2.3M	Sell	27,502 -2,620	-9%	-$211K	0.41%	60
2014 Q3	$2.25M	Buy	30,122 +1,446	+5%	+$106K	0.53%	45
2014 Q2	$2.13M	Buy	+28,676	New	+$2.06M	0.71%	38

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

Stratos Wealth Partners's DUK Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Duke Energy (DUK) stake by 3.7% in Q1 2026, selling an estimated $250K and leaving 52,309 shares worth $6.85M. The position accounts for 0.08% of the portfolio, ranked #268.

Stratos Wealth Partners first reported a position in DUK in Q2 2014 and has held it in 48 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Stratos Wealth Partners held 52,309 shares of Duke Energy worth $6.85M as of Q1 2026.
Stratos Wealth Partners sold 1,999 Duke Energy shares in Q1 2026, an estimated $250K.
Duke Energy made up 0.08% of Stratos Wealth Partners's portfolio in Q1 2026, its #268 holding.
Stratos Wealth Partners first reported a position in Duke Energy in Q2 2014 and has held it in 48 quarters since.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

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