Voya Financial Advisors’s Duke Energy DUK Stock Holding History

Voya 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	$1.62M	Sell	12,450 -28	-0.2%	-$3.5K	0.16%	61
2025 Q4	$1.47M	Buy	12,478 +74	+0.6%	+$9.04K	0.14%	70
2025 Q3	$1.52M	Sell	12,404 -235	-2%	-$28.5K	0.15%	69
2025 Q2	$1.48M	Buy	12,639 +303	+2%	+$35.8K	0.15%	70
2025 Q1	$1.47M	Buy	12,336 +648	+6%	+$73.9K	0.16%	65
2024 Q4	$1.26M	Sell	11,688 -1,111	-9%	-$126K	0.14%	69
2024 Q3	$1.48M	Sell	12,799 -824	-6%	-$91.7K	0.16%	58
2024 Q2	$1.37M	Buy	13,623 +112	+0.8%	+$11.2K	0.15%	62
2024 Q1	$1.3M	Buy	13,511 +368	+3%	+$34.9K	0.15%	60
2023 Q4	$1.27M	Sell	13,143 -292	-2%	-$26.6K	0.15%	59
2023 Q3	$1.19M	Buy	13,435 +103	+0.8%	+$9.44K	0.15%	56
2023 Q2	$1.18M	Buy	13,332 +415	+3%	+$39.2K	0.14%	61
2023 Q1	$1.24M	Sell	12,917 -1,455	-10%	-$144K	0.15%	55
2022 Q4	$1.49M	Sell	14,372 -798	-5%	-$76.6K	0.19%	44
2022 Q3	$1.44M	Buy	15,170 +541	+4%	+$58.1K	0.19%	54
2022 Q2	$1.55M	Buy	14,629 +558	+4%	+$61.4K	0.19%	50
2022 Q1	$1.57M	Buy	14,071 +1,104	+9%	+$115K	0.18%	59
2021 Q4	$1.36M	Sell	12,967 -117	-0.9%	-$11.9K	0.15%	71
2021 Q3	$1.29M	Buy	13,084 +802	+7%	+$83K	0.16%	67
2021 Q2	$1.21M	Sell	12,282 -79,049	-87%	-$7.94M	0.16%	70
2021 Q1	$8.79M	Buy	91,331 +3,649	+4%	+$333K	0.35%	42
2020 Q4	$7.94M	Sell	87,682 -5,605	-6%	-$518K	0.34%	45
2020 Q3	$7.69M	Sell	93,287 -3,928	-4%	-$324K	0.38%	42
2020 Q2	$7.8M	Buy	97,215 +6,723	+7%	+$568K	0.41%	42
2020 Q1	$7.55M	Sell	90,492 -7,058	-7%	-$648K	0.42%	42
2019 Q4	$8.86M	Buy	97,550 +1,402	+1%	+$129K	0.44%	46
2019 Q3	$9.26M	Buy	96,148 +1,903	+2%	+$173K	0.5%	39
2019 Q2	$8.35M	Buy	94,245 +2,784	+3%	+$246K	0.45%	44
2019 Q1	$8.18M	Buy	91,461 +3,864	+4%	+$341K	0.47%	45
2018 Q4	$7.54M	Buy	87,597 +1,743	+2%	+$148K	0.5%	40
2018 Q3	$6.78M	Buy	85,854 +1,256	+1%	+$102K	0.4%	48
2018 Q2	$6.7M	Sell	84,598 -6,073	-7%	-$467K	0.44%	44
2018 Q1	$7.02M	Sell	90,671 -3,861	-4%	-$298K	0.47%	37
2017 Q4	$7.94M	Buy	94,532 +14,339	+18%	+$1.25M	0.51%	34
2017 Q3	$6.76M	Buy	80,193 +145	+0.2%	+$12.4K	0.45%	44
2017 Q2	$6.73M	Buy	80,048 +6,511	+9%	+$547K	0.48%	43
2017 Q1	$6.06M	Buy	73,537 +11,378	+18%	+$904K	0.47%	42
2016 Q4	$4.85M	Buy	62,159 +14,815	+31%	+$1.13M	0.42%	46
2016 Q3	$3.8M	Buy	47,344 +13,503	+40%	+$1.12M	0.39%	52
2016 Q2	$2.85M	Buy	33,841 +13,326	+65%	+$1.07M	0.33%	60
2016 Q1	$1.65M	Buy	20,515 +4,384	+27%	+$332K	0.23%	82
2015 Q4	$1.17M	Sell	16,131 -1,791	-10%	-$126K	0.17%	96
2015 Q3	$1.27M	Buy	17,922 +4,811	+37%	+$348K	0.23%	80
2015 Q2	$929K	Sell	13,111 -2,810	-18%	-$212K	0.16%	106
2015 Q1	$1.21M	Buy	+15,921	New	+$1.29M	0.24%	98

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

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

Voya Financial Advisors reduced its Duke Energy (DUK) stake by 0.22% in Q1 2026, selling an estimated $3.5K and leaving 12,450 shares worth $1.62M. The position accounts for 0.16% of the portfolio, ranked #61.

Voya Financial Advisors first reported a position in DUK in Q1 2015 and has held it in 45 quarters since. The position peaked at $9.26M in Q3 2019. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Voya Financial Advisors held 12,450 shares of Duke Energy worth $1.62M as of Q1 2026.
Voya Financial Advisors sold 28 Duke Energy shares in Q1 2026, an estimated $3.5K.
Duke Energy made up 0.16% of Voya Financial Advisors's portfolio in Q1 2026, its #61 holding.
Voya Financial Advisors first reported a position in Duke Energy in Q1 2015 and has held it in 45 quarters since.
Voya Financial Advisors's Duke Energy position peaked at $9.26M in Q3 2019.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Voya Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.