1900 Wealth Management’s Duke Energy DUK Stock Holding History

1900 Wealth Management’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 Q2	$388K	Buy	3,062 +99	+3%	+$12.5K	0.02%	207
2026 Q1	$388K	Buy	2,963 +9	+0.3%	+$1.13K	0.02%	188
2025 Q4	$346K	Sell	2,954 -19	-0.6%	-$2.32K	0.02%	192
2025 Q3	$355K	Buy	2,973 +686	+30%	+$83.2K	0.02%	181
2025 Q2	$270K	Buy	2,287 +11	+0.5%	+$1.3K	0.02%	192
2025 Q1	$278K	Buy	2,276 +1	+0%	+$114	0.02%	192
2024 Q4	$245K	Sell	2,275 -66	-3%	-$7.48K	0.02%	201
2024 Q3	$270K	Buy	2,341 +66	+3%	+$7.35K	0.02%	196
2024 Q2	$228K	Hold	2,275	–	–	0.02%	209
2024 Q1	$220K	Buy	2,275 +189	+9%	+$17.9K	0.02%	228
2023 Q4	$202K	Sell	2,086 -513	-20%	-$46.7K	0.02%	288
2023 Q3	$229K	Buy	+2,599	New	+$238K	0.02%	272
2023 Q2	–	Sell	-2,356	Closed	-$240K	–	245
2023 Q1	$240K	Buy	+2,356	New	+$233K	0.03%	212
2022 Q3	–	Sell	-1,875	Closed	-$201K	–	224
2022 Q2	$201K	Hold	1,875	–	–	0.02%	219
2022 Q1	$209K	Buy	+1,875	New	+$195K	0.02%	233

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

1900 Wealth Management's DUK Position: Q2 2026 in Review

1900 Wealth Management increased its Duke Energy (DUK) stake by 3.3% in Q2 2026, buying an estimated $12.5K and bringing the position to 3,062 shares worth $388K. The position accounts for 0.02% of the portfolio, ranked #207.

1900 Wealth Management first reported a position in DUK in Q1 2022 and has held it in 15 quarters since. The position peaked at $388K in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

1900 Wealth Management held 3,062 shares of Duke Energy worth $388K as of Q2 2026.
1900 Wealth Management bought 99 Duke Energy shares in Q2 2026, an estimated $12.5K.
Duke Energy made up 0.02% of 1900 Wealth Management's portfolio in Q2 2026, its #207 holding.
1900 Wealth Management first reported a position in Duke Energy in Q1 2022 and has held it in 15 quarters since.
1900 Wealth Management's Duke Energy position peaked at $388K in Q1 2026.
2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.