U.S. Capital Wealth Advisors’s Duke Energy DUK Stock Holding History

U.S. Capital 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	$1.09M	Buy	8,300 +88	+1%	+$11K	0.03%	490
2025 Q4	$963K	Sell	8,212 -12,153	-60%	-$1.48M	0.03%	499
2025 Q3	$2.52M	Buy	20,365 +12,573	+161%	+$1.53M	0.07%	277
2025 Q2	$919K	Sell	7,792 -920	-11%	-$109K	0.03%	441
2025 Q1	$1.06M	Sell	8,712 -550	-6%	-$62.7K	0.03%	415
2024 Q4	$998K	Buy	9,262 +1,849	+25%	+$209K	0.03%	421
2024 Q3	$855K	Sell	7,413 -90	-1%	-$10K	0.03%	375
2024 Q2	$752K	Sell	7,503 -612	-8%	-$61.2K	0.03%	379
2024 Q1	$785K	Sell	8,115 -21,978	-73%	-$2.09M	0.03%	385
2023 Q4	$2.92M	Sell	30,093 -28,199	-48%	-$2.56M	0.12%	173
2023 Q3	$5.14M	Sell	58,292 -376	-0.6%	-$34.5K	0.23%	100
2023 Q2	$5.26M	Sell	58,668 -123	-0.2%	-$11.6K	0.25%	95
2023 Q1	$5.67M	Sell	58,791 -3,821	-6%	-$377K	0.26%	88
2022 Q4	$6.45M	Sell	62,612 -70,208	-53%	-$6.74M	0.3%	74
2022 Q3	$12.4M	Buy	132,820 +17,086	+15%	+$1.83M	0.63%	26
2022 Q2	$12.4M	Buy	115,734 +112,523	+3,504%	+$12.4M	0.54%	32
2022 Q1	$359K	Buy	3,211 +1,091	+51%	+$113K	0.01%	569
2021 Q4	$222K	Buy	+2,120	New	+$215K	0.01%	667

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

U.S. Capital Wealth Advisors's DUK Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Duke Energy (DUK) stake by 1.1% in Q1 2026, buying an estimated $11K and bringing the position to 8,300 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #490.

U.S. Capital Wealth Advisors first reported a position in DUK in Q4 2021 and has held it in 18 quarters since. The position peaked at $12.4M in Q2 2022. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

U.S. Capital Wealth Advisors held 8,300 shares of Duke Energy worth $1.09M as of Q1 2026.
U.S. Capital Wealth Advisors bought 88 Duke Energy shares in Q1 2026, an estimated $11K.
Duke Energy made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #490 holding.
U.S. Capital Wealth Advisors first reported a position in Duke Energy in Q4 2021 and has held it in 18 quarters since.
U.S. Capital Wealth Advisors's Duke Energy position peaked at $12.4M in Q2 2022.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.