Vision Retirement’s Duke Energy DUK Stock Holding History

Vision Retirement’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	-68	Closed	-$8.01K	–	656
2025 Q4	$8.01K	Buy	+68	New	+$8.3K	﹤0.01%	434

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vision Retirement's DUK Position: Q1 2026 in Review

Vision Retirement sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 68 shares — an estimated $8.01K sold.

Vision Retirement first reported a position in DUK in Q4 2025 and held it in 1 quarter. The position peaked at $8.01K in Q4 2025. 2,479 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Vision Retirement reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
Vision Retirement sold 68 Duke Energy shares in Q1 2026, an estimated $8.01K.
Vision Retirement first reported a position in Duke Energy in Q4 2025 and held it in 1 quarter.
Vision Retirement's Duke Energy position peaked at $8.01K in Q4 2025.
2,479 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Vision Retirement's 13F filing for Q1 2026, filed 7 May 2026.