WFG
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Wills Financial Group’s Duke Energy DUK Stock Holding History

Wills Financial Group’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 		$1.2M Buy
9,656
+1,113
+13% +$139K 0.45% 43
2025
Q4 		$1M Buy
8,543
+1,388
+19% +$169K 0.38% 47
2025
Q3 		$885K Buy
7,155
+313
+5% +$38K 0.36% 40
2025
Q2 		$807K Buy
6,842
+4
+0.1% +$472 0.35% 40
2025
Q1 		$834K Sell
6,838
-32
-0.5% -$3.65K 0.37% 38
2024
Q4 		$740K Sell
6,870
-38
-0.6% -$4.3K 0.32% 44
2024
Q3 		$796K Buy
6,908
+303
+5% +$33.7K 0.33% 44
2024
Q2 		$662K Buy
6,605
+327
+5% +$32.7K 0.3% 44
2024
Q1 		$607K Sell
6,278
-37
-0.6% -$3.51K 0.29% 46
2023
Q4 		$613K Sell
6,315
-441
-7% -$40.1K 0.31% 43
2023
Q3 		$596K Sell
6,756
-796
-11% -$73K 0.32% 50
2023
Q2 		$678K Buy
7,552
+527
+8% +$49.7K 0.34% 49
2023
Q1 		$678K Buy
7,025
+3
+0% +$296 0.37% 45
2022
Q4 		$723K Sell
7,022
-252
-3% -$24.2K 0.4% 41
2022
Q3 		$677K Buy
7,274
+794
+12% +$85.3K 0.38% 40
2022
Q2 		$695K Buy
6,480
+979
+18% +$108K 0.34% 45
2022
Q1 		$614K Buy
5,501
+371
+7% +$38.5K 0.26% 48
2021
Q4 		$538K Buy
5,130
+2
+0% +$203 0.21% 54
2021
Q3 		$500K Buy
5,128
+512
+11% +$53K 0.22% 51
2021
Q2 		$455K Buy
4,616
+1,303
+39% +$131K 0.2% 52
2021
Q1 		$319K Buy
3,313
+2
+0.1% +$183 0.15% 55
2020
Q4 		$303K Buy
+3,311
New +$306K 0.15% 53

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

Wills Financial Group's DUK Position: Q1 2026 in Review

Wills Financial Group increased its Duke Energy (DUK) stake by 13% in Q1 2026, buying an estimated $139K and bringing the position to 9,656 shares worth $1.2M. The position accounts for 0.45% of the portfolio, ranked #43.

Wills Financial Group first reported a position in DUK in Q4 2020 and has held it in 22 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Wills Financial Group held 9,656 shares of Duke Energy worth $1.2M as of Q1 2026.
  • Wills Financial Group bought 1,113 Duke Energy shares in Q1 2026, an estimated $139K.
  • Duke Energy made up 0.45% of Wills Financial Group's portfolio in Q1 2026, its #43 holding.
  • Wills Financial Group first reported a position in Duke Energy in Q4 2020 and has held it in 22 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Wills Financial Group's 13F filing for Q1 2026, filed 14 May 2026.