World Investment Advisors’s Duke Energy DUK Stock Holding History

World Investment 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	$5.5M	Sell	42,018 -662	-2%	-$82.8K	0.09%	241
2025 Q4	$5M	Buy	42,680 +16,450	+63%	+$2.01M	0.08%	262
2025 Q3	$3.25M	Buy	26,230 +2,777	+12%	+$337K	0.07%	301
2025 Q2	$2.77M	Buy	23,453 +1,997	+9%	+$236K	0.06%	320
2025 Q1	$2.62M	Buy	21,456 +1,743	+9%	+$199K	0.07%	304
2024 Q4	$2.12M	Buy	19,713 +10,816	+122%	+$1.23M	0.06%	319
2024 Q3	$1.03M	Sell	8,897 -2,967	-25%	-$330K	0.03%	418
2024 Q2	$1.19M	Buy	+11,864	New	+$1.19M	0.07%	248
2024 Q1	–	Sell	-2,062	Closed	-$200K	–	412
2023 Q4	$200K	Buy	+2,062	New	+$188K	0.03%	367

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

World Investment Advisors's DUK Position: Q1 2026 in Review

World Investment Advisors reduced its Duke Energy (DUK) stake by 1.6% in Q1 2026, selling an estimated $82.8K and leaving 42,018 shares worth $5.5M. The position accounts for 0.09% of the portfolio, ranked #241.

World Investment Advisors first reported a position in DUK in Q4 2023 and has held it in 9 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

World Investment Advisors held 42,018 shares of Duke Energy worth $5.5M as of Q1 2026.
World Investment Advisors sold 662 Duke Energy shares in Q1 2026, an estimated $82.8K.
Duke Energy made up 0.09% of World Investment Advisors's portfolio in Q1 2026, its #241 holding.
World Investment Advisors first reported a position in Duke Energy in Q4 2023 and has held it in 9 quarters since.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.