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TCI Wealth Advisors’s Duke Energy DUK Stock Holding History

TCI 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 		$230K Sell
1,760
-202
-10% -$25.3K 0.01% 225
2025
Q4 		$230K Buy
1,962
+171
+10% +$20.9K 0.01% 219
2025
Q3 		$222K Buy
1,791
+1
+0.1% +$121 0.01% 236
2025
Q2 		$211K Hold
1,790
– – 0.01% 232
2025
Q1 		$218K Sell
1,790
-250
-12% -$28.5K 0.02% 217
2024
Q4 		$220K Sell
2,040
-7
-0.3% -$793 0.02% 210
2024
Q3 		$236K Sell
2,047
-688
-25% -$76.6K 0.02% 211
2024
Q2 		$274K Buy
+2,735
New +$274K 0.03% 184
2023
Q2 		– Sell
-1,118
Closed -$108K – 770
2023
Q1 		$108K Buy
1,118
+15
+1% +$1.48K 0.01% 274
2022
Q4 		$114K Buy
1,103
+113
+11% +$10.8K 0.02% 239
2022
Q3 		$92K Sell
990
-505
-34% -$54.2K 0.01% 258
2022
Q2 		$160K Buy
1,495
+48
+3% +$5.28K 0.02% 188
2022
Q1 		$162K Buy
1,447
+321
+29% +$33.3K 0.02% 202
2021
Q4 		$118K Sell
1,126
-239
-18% -$24.2K 0.02% 244
2021
Q3 		$133K Buy
1,365
+55
+4% +$5.69K 0.02% 245
2021
Q2 		$129K Buy
1,310
+93
+8% +$9.34K 0.02% 239
2021
Q1 		$117K Buy
1,217
+23
+2% +$2.1K 0.05% 216
2020
Q4 		$109K Buy
1,194
+102
+9% +$9.44K 0.05% 218
2020
Q3 		$97K Buy
1,092
+119
+12% +$9.81K 0.04% 216
2020
Q2 		$78K Sell
973
-13
-1% -$1.1K 0.03% 241
2020
Q1 		$80K Sell
986
-41
-4% -$3.77K 0.04% 236
2019
Q4 		$94K Hold
1,027
– – 0.04% 264
2019
Q3 		$98K Buy
1,027
+617
+150% +$56.1K 0.04% 218
2019
Q2 		$36K Sell
410
-61
-13% -$5.39K 0.02% 365
2019
Q1 		$42K Buy
471
+109
+30% +$9.61K 0.02% 368
2018
Q4 		$31K Buy
362
+1
+0.3% +$85 0.02% 397
2018
Q3 		$29K Hold
361
– – 0.01% 421
2018
Q2 		$29K Sell
361
-22
-6% -$1.69K 0.01% 410
2018
Q1 		$30K Sell
383
-400
-51% -$30.9K 0.01% 404
2017
Q4 		$66K Buy
783
+400
+104% +$34.9K 0.03% 294
2017
Q3 		$32K Sell
383
-1
-0.3% -$86 0.02% 386
2017
Q2 		$32K Hold
384
– – 0.02% 383
2017
Q1 		$31K Buy
384
+132
+52% +$10.5K 0.02% 371
2016
Q4 		$20K Sell
252
-69
-21% -$5.29K 0.01% 485
2016
Q3 		$26K Buy
321
+56
+21% +$4.64K 0.01% 395
2016
Q2 		$23K Sell
265
-470
-64% -$37.6K 0.01% 415
2016
Q1 		$59K Buy
735
+59
+9% +$4.46K 0.03% 275
2015
Q4 		$48K Hold
676
– – 0.03% 307
2015
Q3 		$49K Buy
676
+14
+2% +$1.01K 0.03% 292
2015
Q2 		$47K Buy
662
+50
+8% +$3.78K 0.03% 286
2015
Q1 		$47K Hold
612
– – 0.03% 242
2014
Q4 		$51K Buy
612
+66
+12% +$5.32K 0.03% 246
2014
Q3 		$41K Hold
546
– – 0.03% 249
2014
Q2 		$41K Sell
546
-24
-4% -$1.73K 0.02% 262
2014
Q1 		$41K Buy
+570
New +$39.7K 0.03% 249

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

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

TCI Wealth Advisors reduced its Duke Energy (DUK) stake by 10% in Q1 2026, selling an estimated $25.3K and leaving 1,760 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #225.

TCI Wealth Advisors first reported a position in DUK in Q1 2014 and has held it in 45 quarters since. The position peaked at $274K in Q2 2024. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • TCI Wealth Advisors held 1,760 shares of Duke Energy worth $230K as of Q1 2026.
  • TCI Wealth Advisors sold 202 Duke Energy shares in Q1 2026, an estimated $25.3K.
  • Duke Energy made up 0.01% of TCI Wealth Advisors's portfolio in Q1 2026, its #225 holding.
  • TCI Wealth Advisors first reported a position in Duke Energy in Q1 2014 and has held it in 45 quarters since.
  • TCI Wealth Advisors's Duke Energy position peaked at $274K in Q2 2024.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on TCI Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.