USAdvisors Wealth Management’s Duke Energy DUK Stock Holding History

USAdvisors Wealth Management’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	–	Sell	-10,000	Closed	-$9K	–	139
2025 Q4	$9K	Hold	10,000	–	–	﹤0.01%	136
2025 Q3	$9K	Hold	10,000	–	–	﹤0.01%	134
2025 Q2	$9K	Hold	10,000	–	–	﹤0.01%	135
2025 Q1	$9K	Hold	10,000	–	–	﹤0.01%	137
2024 Q4	$9K	Hold	10,000	–	–	﹤0.01%	138
2024 Q3	$9K	Hold	10,000	–	–	﹤0.01%	129
2024 Q2	$8K	Hold	10,000	–	–	﹤0.01%	127
2024 Q1	$9K	Hold	10,000	–	–	﹤0.01%	137
2023 Q4	$8K	Buy	+10,000	New	+$910K	﹤0.01%	126

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

USAdvisors Wealth Management's DUK Position: Q1 2026 in Review

USAdvisors Wealth Management sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 10,000 shares — an estimated $9K sold.

USAdvisors Wealth Management first reported a position in DUK in Q4 2023 and held it in 9 quarters. The position peaked at $9K in Q4 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

USAdvisors Wealth Management reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
USAdvisors Wealth Management sold 10,000 Duke Energy shares in Q1 2026, an estimated $9K.
USAdvisors Wealth Management first reported a position in Duke Energy in Q4 2023 and held it in 9 quarters.
USAdvisors Wealth Management's Duke Energy position peaked at $9K in Q4 2025.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

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