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VestGen Advisors’s Duke Energy DUK Stock Holding History

VestGen 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 		$1.91M Buy
15,290
+2,585
+20% +$323K 0.05% 311
2025
Q4 		$1.49M Buy
12,705
+2,351
+23% +$287K 0.06% 287
2025
Q3 		$1.28M Buy
10,354
+7,125
+221% +$865K 0.04% 330
2025
Q2 		$381K Buy
3,229
+696
+27% +$82.1K 0.02% 460
2025
Q1 		$309K Buy
+2,533
New +$289K 0.01% 458

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

VestGen Advisors's DUK Position: Q1 2026 in Review

VestGen Advisors increased its Duke Energy (DUK) stake by 20% in Q1 2026, buying an estimated $323K and bringing the position to 15,290 shares worth $1.91M. The position accounts for 0.05% of the portfolio, ranked #311.

VestGen Advisors first reported a position in DUK in Q1 2025 and has held it in 5 quarters since. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • VestGen Advisors held 15,290 shares of Duke Energy worth $1.91M as of Q1 2026.
  • VestGen Advisors bought 2,585 Duke Energy shares in Q1 2026, an estimated $323K.
  • Duke Energy made up 0.05% of VestGen Advisors's portfolio in Q1 2026, its #311 holding.
  • VestGen Advisors first reported a position in Duke Energy in Q1 2025 and has held it in 5 quarters since.
  • 2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.