Zhang Financial’s Duke Energy DUK Stock Holding History

Zhang Financial’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	$208K	Buy	+1,591	New	+$199K	0.01%	354
2025 Q4	–	Sell	-1,744	Closed	-$216K	–	345
2025 Q3	$216K	Buy	1,744 +1	+0.1%	+$121	0.01%	298
2025 Q2	$206K	Buy	1,743 +1	+0.1%	+$118	0.01%	284
2025 Q1	$212K	Sell	1,742 -231	-12%	-$26.3K	0.01%	285
2024 Q4	$213K	Buy	+1,973	New	+$224K	0.01%	278

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

Zhang Financial's DUK Position: Q1 2026 in Review

Zhang Financial opened a new position in Duke Energy (DUK) in Q1 2026: 1,591 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #354 among its holdings. This is a return to the name: Zhang Financial previously reported a position in DUK as recently as Q3 2025.

Zhang Financial first reported a position in DUK in Q4 2024 and has held it in 5 quarters since. The position peaked at $216K in Q3 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Zhang Financial held 1,591 shares of Duke Energy worth $208K as of Q1 2026.
Duke Energy was a new Zhang Financial position in Q1 2026.
Duke Energy made up 0.01% of Zhang Financial's portfolio in Q1 2026, its #354 holding.
Zhang Financial first reported a position in Duke Energy in Q4 2024 and has held it in 5 quarters since.
Zhang Financial's Duke Energy position peaked at $216K in Q3 2025.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.