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Wealth Preservation Advisors’s Duke Energy DUK Stock Holding History

Wealth Preservation 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 		$131K Sell
1,000
-381
-28% -$47.6K 0.11% 89
2025
Q4 		$162K Hold
1,381
– – 0.08% 101
2025
Q3 		$171K Buy
1,381
+3
+0.2% +$364 0.1% 91
2025
Q2 		$163K Buy
1,378
+40
+3% +$4.72K 0.1% 98
2025
Q1 		$163K Buy
+1,338
New +$153K 0.12% 90

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

Wealth Preservation Advisors's DUK Position: Q1 2026 in Review

Wealth Preservation Advisors reduced its Duke Energy (DUK) stake by 28% in Q1 2026, selling an estimated $47.6K and leaving 1,000 shares worth $131K. The position accounts for 0.11% of the portfolio, ranked #89.

Wealth Preservation Advisors first reported a position in DUK in Q1 2025 and has held it in 5 quarters since. The position peaked at $171K in Q3 2025. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Wealth Preservation Advisors held 1,000 shares of Duke Energy worth $131K as of Q1 2026.
  • Wealth Preservation Advisors sold 381 Duke Energy shares in Q1 2026, an estimated $47.6K.
  • Duke Energy made up 0.11% of Wealth Preservation Advisors's portfolio in Q1 2026, its #89 holding.
  • Wealth Preservation Advisors first reported a position in Duke Energy in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Duke Energy position peaked at $171K in Q3 2025.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.