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Westover Capital Advisors’s Duke Energy DUK Stock Holding History

Westover Capital 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 		$392K Buy
2,991
+991
+50% +$124K 0.07% 170
2025
Q4 		$234K Hold
2,000
– – 0.04% 214
2025
Q3 		$248K Hold
2,000
– – 0.05% 202
2025
Q2 		$236K Hold
2,000
– – 0.05% 206
2025
Q1 		$244K Hold
2,000
– – 0.05% 210
2024
Q4 		$215K Sell
2,000
-100
-5% -$11.3K 0.05% 224
2024
Q3 		$242K Buy
2,100
+100
+5% +$11.1K 0.05% 219
2024
Q2 		$200K Buy
+2,000
New +$200K 0.05% 211
2023
Q1 		– Sell
-3,100
Closed -$319K – 158
2022
Q4 		$319K Sell
3,100
-430
-12% -$41.3K 0.13% 115
2022
Q3 		$328K Sell
3,530
-73
-2% -$7.84K 0.13% 112
2022
Q2 		$386K Sell
3,603
-94
-3% -$10.3K 0.14% 107
2022
Q1 		$413K Sell
3,697
-473
-11% -$49.1K 0.13% 111
2021
Q4 		$437K Sell
4,170
-456
-10% -$46.2K 0.13% 118
2021
Q3 		$451K Sell
4,626
-116
-2% -$12K 0.14% 106
2021
Q2 		$468K Sell
4,742
-339
-7% -$34.1K 0.15% 106
2021
Q1 		$490K Buy
5,081
+533
+12% +$48.6K 0.17% 102
2020
Q4 		$416K Sell
4,548
-21
-0.5% -$1.94K 0.15% 101
2020
Q3 		$405K Buy
+4,569
New +$377K 0.17% 96
2020
Q2 		– Sell
-38,176
Closed -$3.09M – 116
2020
Q1 		$3.09M Buy
38,176
+29,515
+341% +$2.71M 1.67% 19
2019
Q4 		$790K Buy
8,661
+3,838
+80% +$352K 0.35% 65
2019
Q3 		$462K Buy
+4,823
New +$439K 0.22% 85

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

Westover Capital Advisors's DUK Position: Q1 2026 in Review

Westover Capital Advisors increased its Duke Energy (DUK) stake by 50% in Q1 2026, buying an estimated $124K and bringing the position to 2,991 shares worth $392K. The position accounts for 0.07% of the portfolio, ranked #170.

Westover Capital Advisors first reported a position in DUK in Q3 2019 and has held it in 21 quarters since. The position peaked at $3.09M in Q1 2020. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Westover Capital Advisors held 2,991 shares of Duke Energy worth $392K as of Q1 2026.
  • Westover Capital Advisors bought 991 Duke Energy shares in Q1 2026, an estimated $124K.
  • Duke Energy made up 0.07% of Westover Capital Advisors's portfolio in Q1 2026, its #170 holding.
  • Westover Capital Advisors first reported a position in Duke Energy in Q3 2019 and has held it in 21 quarters since.
  • Westover Capital Advisors's Duke Energy position peaked at $3.09M in Q1 2020.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.