Wiser Advisor Group’s Duke Energy DUK Stock Holding History

Wiser Advisor 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	$20.9K	Buy	160 +1	+0.6%	+$125	0.03%	129
2025 Q4	$18.7K	Sell	159 -116	-42%	-$14.2K	0.02%	140
2025 Q3	$34K	Buy	+275	New	+$33.4K	0.04%	109
2025 Q2	–	Sell	-753	Closed	-$91.8K	–	102
2025 Q1	$91.8K	Sell	753 -1,043	-58%	-$119K	0.14%	75
2024 Q4	$194K	Sell	1,796 -114	-6%	-$12.9K	0.28%	47
2024 Q3	$220K	Sell	1,910 -1,159	-38%	-$129K	0.33%	45
2024 Q2	$308K	Buy	3,069 +215	+8%	+$21.5K	0.48%	41
2024 Q1	$278K	Buy	2,854 +18	+0.6%	+$1.71K	0.43%	42
2023 Q4	$275K	Buy	+2,836	New	+$258K	0.46%	39

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wiser Advisor Group's DUK Position: Q1 2026 in Review

Wiser Advisor Group increased its Duke Energy (DUK) stake by 0.63% in Q1 2026, buying an estimated $125 and bringing the position to 160 shares worth $20.9K. The position accounts for 0.03% of the portfolio, ranked #129.

Wiser Advisor Group first reported a position in DUK in Q4 2023 and has held it in 9 quarters since. The position peaked at $308K in Q2 2024. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Wiser Advisor Group held 160 shares of Duke Energy worth $20.9K as of Q1 2026.
Wiser Advisor Group bought 1 Duke Energy share in Q1 2026, an estimated $125.
Duke Energy made up 0.03% of Wiser Advisor Group's portfolio in Q1 2026, its #129 holding.
Wiser Advisor Group first reported a position in Duke Energy in Q4 2023 and has held it in 9 quarters since.
Wiser Advisor Group's Duke Energy position peaked at $308K in Q2 2024.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Wiser Advisor Group's 13F filing for Q1 2026, filed 22 Apr 2026.