Transamerica Financial Advisors’s Duke Energy DUK Stock Holding History

Transamerica Financial 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	$264K	Buy	2,017 +484	+32%	+$60.5K	0.02%	361
2025 Q4	$180K	Buy	1,533 +320	+26%	+$39.1K	0.02%	382
2025 Q3	$150K	Buy	1,213 +1,201	+10,008%	+$146K	0.01%	362
2025 Q2	$1.41K	Hold	12	–	–	﹤0.01%	402
2025 Q1	$2K	Sell	12 -1	-8%	-$114	﹤0.01%	395
2024 Q4	$2K	Sell	13 -4	-24%	-$453	﹤0.01%	387
2024 Q3	$2K	Sell	17 -804	-98%	-$89.5K	﹤0.01%	392
2024 Q2	$83K	Hold	821	–	–	0.01%	248
2024 Q1	$80K	Sell	821 -7,644	-90%	-$725K	0.01%	272
2023 Q4	$822K	Sell	8,465 -2,545	-23%	-$231K	0.11%	130
2023 Q3	$972K	Buy	11,010 +4,585	+71%	+$420K	0.13%	132
2023 Q2	$577K	Sell	6,425 -70	-1%	-$6.61K	0.07%	167
2023 Q1	$627K	Sell	6,495 -1,750	-21%	-$173K	0.08%	161
2022 Q4	$850K	Sell	8,245 -2,500	-23%	-$240K	0.12%	149
2022 Q3	$1M	Buy	10,745 +1,679	+19%	+$180K	0.15%	113
2022 Q2	$972K	Buy	+9,066	New	+$997K	0.14%	118
2021 Q2	–	Sell	-24	Closed	-$3K	–	215
2021 Q1	$3K	Buy	24 +2	+9%	+$183	0.07%	58
2020 Q4	$2K	Sell	22 -4	-15%	-$370	0.04%	73
2020 Q3	$3K	Sell	26 -6,733	-100%	-$555K	0.05%	57
2020 Q2	$540K	Buy	6,759 +6,746	+51,892%	+$570K	0.12%	98
2020 Q1	$2K	Buy	13 +1	+8%	+$92	0.04%	57
2019 Q4	$2K	Hold	12	–	–	0.03%	57
2019 Q3	$2K	Sell	12 -7	-37%	-$637	0.03%	56
2019 Q2	$2K	Buy	19 +8	+73%	+$707	﹤0.01%	379
2019 Q1	$1K	Sell	11 -1,968	-99%	-$174K	0.01%	74
2018 Q4	$171K	Buy	1,979 +1,961	+10,894%	+$167K	0.04%	159
2018 Q3	$2K	Hold	18	–	–	﹤0.01%	359
2018 Q2	$2K	Sell	18 -32	-64%	-$2.46K	﹤0.01%	305
2018 Q1	$4K	Sell	50 -8,658	-99%	-$669K	﹤0.01%	293
2017 Q4	$733K	Sell	8,708 -205	-2%	-$17.9K	0.1%	164
2017 Q3	$748K	Sell	8,913 -258	-3%	-$22.1K	0.09%	155
2017 Q2	$767K	Sell	9,171 -27,301	-75%	-$2.29M	0.1%	141
2017 Q1	$2.99M	Buy	36,472 +23	+0.1%	+$1.83K	0.36%	84
2016 Q4	$2.83M	Buy	36,449 +463	+1%	+$35.5K	0.34%	87
2016 Q3	$2.88M	Buy	35,986 +3,305	+10%	+$274K	0.31%	93
2016 Q2	$2.8M	Sell	32,681 -203	-0.6%	-$16.2K	0.28%	92
2016 Q1	$2.65M	Buy	32,884 +4,850	+17%	+$367K	0.22%	99
2015 Q4	$2M	Buy	28,034 +1,606	+6%	+$113K	0.15%	122
2015 Q3	$1.9M	Buy	26,428 +849	+3%	+$61.5K	0.15%	111
2015 Q2	$1.81M	Sell	25,579 -3,237	-11%	-$245K	0.13%	126
2015 Q1	$2.21M	Buy	28,816 +3,093	+12%	+$251K	0.15%	121
2014 Q4	$2.15M	Buy	25,723 +2,535	+11%	+$204K	0.17%	87
2014 Q3	$1.73M	Sell	23,188 -45	-0.2%	-$3.28K	0.16%	84
2014 Q2	$1.72M	Buy	23,233 +537	+2%	+$38.6K	0.15%	91
2014 Q1	$1.62M	Buy	22,696 +16,004	+239%	+$1.12M	0.16%	79
2013 Q4	$462K	Buy	6,692 +1,760	+36%	+$123K	0.05%	159
2013 Q3	$330K	Buy	4,932 +4,381	+795%	+$299K	0.04%	185
2013 Q2	$38K	Buy	+551	New	+$38.9K	0.01%	315

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

Transamerica Financial Advisors's DUK Position: Q1 2026 in Review

Transamerica Financial Advisors increased its Duke Energy (DUK) stake by 32% in Q1 2026, buying an estimated $60.5K and bringing the position to 2,017 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #361.

Transamerica Financial Advisors first reported a position in DUK in Q2 2013 and has held it in 48 quarters since. The position peaked at $2.99M in Q1 2017. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Transamerica Financial Advisors held 2,017 shares of Duke Energy worth $264K as of Q1 2026.
Transamerica Financial Advisors bought 484 Duke Energy shares in Q1 2026, an estimated $60.5K.
Duke Energy made up 0.02% of Transamerica Financial Advisors's portfolio in Q1 2026, its #361 holding.
Transamerica Financial Advisors first reported a position in Duke Energy in Q2 2013 and has held it in 48 quarters since.
Transamerica Financial Advisors's Duke Energy position peaked at $2.99M in Q1 2017.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.