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Wealthspire Advisors (New York)’s Duke Energy DUK Stock Holding History

Wealthspire Advisors (New York)’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 		$2.49M Sell
18,980
-7,604
-29% -$951K 0.02% 251
2025
Q4 		$3.12M Buy
26,584
+4,918
+23% +$601K 0.02% 224
2025
Q3 		$2.68M Sell
21,666
-1,063
-5% -$129K 0.01% 233
2025
Q2 		$2.68M Sell
22,729
-32
-0.1% -$3.78K 0.02% 238
2025
Q1 		$2.78M Sell
22,761
-1,377
-6% -$157K 0.02% 227
2024
Q4 		$2.6M Sell
24,138
-1,488
-6% -$169K 0.03% 213
2024
Q3 		$2.95M Sell
25,626
-644
-2% -$71.7K 0.03% 189
2024
Q2 		$2.63M Sell
26,270
-277
-1% -$27.7K 0.03% 169
2024
Q1 		$2.57M Sell
26,547
-1,214
-4% -$115K 0.03% 168
2023
Q4 		$2.69M Buy
27,761
+4,605
+20% +$419K 0.04% 153
2023
Q3 		$2.04M Buy
23,156
+12,441
+116% +$1.14M 0.03% 170
2023
Q2 		$962K Sell
10,715
-358
-3% -$33.8K 0.02% 253
2023
Q1 		$1.07M Sell
11,073
-429
-4% -$42.4K 0.02% 232
2022
Q4 		$1.18M Buy
11,502
+2,413
+27% +$232K 0.02% 230
2022
Q3 		$845K Buy
9,089
+24
+0.3% +$2.58K 0.02% 248
2022
Q2 		$972K Buy
9,065
+1,241
+16% +$136K 0.02% 213
2022
Q1 		$874K Sell
7,824
-4,462
-36% -$463K 0.02% 204
2021
Q4 		$1.29M Sell
12,286
-5,022
-29% -$509K 0.03% 196
2021
Q3 		$1.69M Buy
17,308
+12,382
+251% +$1.28M 0.04% 183
2021
Q2 		$486K Sell
4,926
-11,743
-70% -$1.18M 0.01% 228
2021
Q1 		$1.61M Buy
16,669
+4,804
+40% +$438K 0.04% 199
2020
Q4 		$1.09M Buy
11,865
+6,337
+115% +$586K 0.03% 198
2020
Q3 		$490K Sell
5,528
-609
-10% -$50.2K 0.03% 183
2020
Q2 		$490K Sell
6,137
-6,344
-51% -$536K 0.03% 156
2020
Q1 		$1.01M Buy
12,481
+8,815
+240% +$810K 0.04% 198
2019
Q4 		$334K Buy
3,666
+1,431
+64% +$131K 0.02% 140
2019
Q3 		$214K Buy
+2,235
New +$203K 0.02% 150
2019
Q1 		– Sell
-497
Closed -$43K – 248
2018
Q4 		$43K Buy
+497
New +$42.3K ﹤0.01% 205

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

Wealthspire Advisors (New York)'s DUK Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Duke Energy (DUK) stake by 29% in Q1 2026, selling an estimated $951K and leaving 18,980 shares worth $2.49M. The position accounts for 0.02% of the portfolio, ranked #251.

Wealthspire Advisors (New York) first reported a position in DUK in Q4 2018 and has held it in 28 quarters since. The position peaked at $3.12M in Q4 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Wealthspire Advisors (New York) held 18,980 shares of Duke Energy worth $2.49M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 7,604 Duke Energy shares in Q1 2026, an estimated $951K.
  • Duke Energy made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #251 holding.
  • Wealthspire Advisors (New York) first reported a position in Duke Energy in Q4 2018 and has held it in 28 quarters since.
  • Wealthspire Advisors (New York)'s Duke Energy position peaked at $3.12M in Q4 2025.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.