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William Allan Corp’s Duke Energy DUK Stock Holding History

William Allan Corp’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 		$356K Buy
2,717
+23
+0.9% +$2.88K 0.21% 50
2025
Q4 		$316K Buy
2,694
+67
+3% +$8.18K 0.18% 52
2025
Q3 		$325K Buy
2,627
+717
+38% +$87K 0.18% 50
2025
Q2 		$225K Hold
1,910
– – 0.13% 48
2025
Q1 		$233K Buy
+1,910
New +$218K 0.15% 49
2022
Q1 		– Sell
-1,292
Closed -$136K – 60
2021
Q4 		$136K Buy
+1,292
New +$131K 0.1% 48

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

William Allan Corp's DUK Position: Q1 2026 in Review

William Allan Corp increased its Duke Energy (DUK) stake by 0.85% in Q1 2026, buying an estimated $2.88K and bringing the position to 2,717 shares worth $356K. The position accounts for 0.21% of the portfolio, ranked #50.

William Allan Corp first reported a position in DUK in Q4 2021 and has held it in 6 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • William Allan Corp held 2,717 shares of Duke Energy worth $356K as of Q1 2026.
  • William Allan Corp bought 23 Duke Energy shares in Q1 2026, an estimated $2.88K.
  • Duke Energy made up 0.21% of William Allan Corp's portfolio in Q1 2026, its #50 holding.
  • William Allan Corp first reported a position in Duke Energy in Q4 2021 and has held it in 6 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on William Allan Corp's 13F filing for Q1 2026, filed 14 May 2026.