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Sunbelt Securities’s Duke Energy DUK Stock Holding History

Sunbelt Securities’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 		$504K Sell
3,852
-988
-20% -$124K 0.03% 397
2025
Q4 		$567K Hold
4,840
– – 0.04% 365
2025
Q3 		$599K Buy
4,840
+144
+3% +$17.5K 0.04% 341
2025
Q2 		$506K Buy
4,696
+408
+10% +$48.1K 0.04% 351
2025
Q1 		$523K Sell
4,288
-408
-9% -$46.5K 0.05% 309
2024
Q4 		$506K Buy
4,696
+806
+21% +$91.3K 0.04% 348
2024
Q3 		$449K Hold
3,890
– – 0.04% 381
2024
Q2 		$390K Hold
3,890
– – 0.04% 393
2024
Q1 		$376K Buy
3,890
+213
+6% +$20.2K 0.04% 383
2023
Q4 		$357K Sell
3,677
-1,112
-23% -$101K 0.04% 375
2023
Q3 		$423K Sell
4,789
-348
-7% -$31.9K 0.06% 323
2023
Q2 		$461K Hold
5,137
– – 0.07% 294
2023
Q1 		$494K Buy
5,137
+348
+7% +$34.4K 0.08% 258
2022
Q4 		$493K Buy
4,789
+2
+0% +$192 0.1% 245
2022
Q3 		$445K Sell
4,787
-1
-0% -$107 0.09% 254
2022
Q2 		$513K Buy
4,788
+100
+2% +$11K 0.11% 235
2022
Q1 		$523K Sell
4,688
-1,803
-28% -$187K 0.1% 243
2021
Q4 		$678K Buy
6,491
+193
+3% +$19.6K 0.11% 211
2021
Q3 		$660K Hold
6,298
– – 0.12% 209
2021
Q2 		$660K Buy
6,298
+250
+4% +$25.1K 0.12% 209
2021
Q1 		$584K Buy
6,048
+763
+14% +$69.6K 0.12% 215
2020
Q4 		$484K Buy
5,285
+903
+21% +$83.5K 0.1% 234
2020
Q3 		$388K Buy
4,382
+1,304
+42% +$107K 0.11% 226
2020
Q2 		$246K Buy
3,078
+205
+7% +$17.3K 0.08% 247
2020
Q1 		$232K Sell
2,873
-40,204
-93% -$3.69M 0.01% 328
2019
Q4 		$3.93M Buy
43,077
+2,107
+5% +$193K 0.41% 52
2019
Q3 		$3.93M Buy
+40,970
New +$3.73M 0.44% 49

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

Sunbelt Securities's DUK Position: Q1 2026 in Review

Sunbelt Securities reduced its Duke Energy (DUK) stake by 20% in Q1 2026, selling an estimated $124K and leaving 3,852 shares worth $504K. The position accounts for 0.03% of the portfolio, ranked #397.

Sunbelt Securities first reported a position in DUK in Q3 2019 and has held it in 27 quarters since. The position peaked at $3.93M in Q4 2019. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Sunbelt Securities held 3,852 shares of Duke Energy worth $504K as of Q1 2026.
  • Sunbelt Securities sold 988 Duke Energy shares in Q1 2026, an estimated $124K.
  • Duke Energy made up 0.03% of Sunbelt Securities's portfolio in Q1 2026, its #397 holding.
  • Sunbelt Securities first reported a position in Duke Energy in Q3 2019 and has held it in 27 quarters since.
  • Sunbelt Securities's Duke Energy position peaked at $3.93M in Q4 2019.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.