44 Wealth Management’s Duke Energy DUK Stock Holding History

44 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	$350K	Sell	2,768 -399	-13%	-$50.3K	0.12%	154
2026 Q1	$415K	Hold	3,167	–	–	0.15%	145
2025 Q4	$371K	Hold	3,167	–	–	0.12%	159
2025 Q3	$392K	Hold	3,167	–	–	0.13%	160
2025 Q2	$374K	Hold	3,167	–	–	0.13%	158
2025 Q1	$386K	Hold	3,167	–	–	0.15%	148
2024 Q4	$341K	Hold	3,167	–	–	0.13%	153
2024 Q3	$382K	Buy	+3,167	New	+$352K	0.13%	151
2023 Q2	$284K	Hold	3,167	–	–	0.1%	139
2023 Q1	$306K	Hold	3,167	–	–	0.1%	141
2022 Q4	$326K	Hold	3,167	–	–	0.11%	138
2022 Q3	$295K	Hold	3,167	–	–	0.12%	138
2022 Q2	$340K	Hold	3,167	–	–	0.13%	125
2022 Q1	$354K	Hold	3,167	–	–	0.13%	132
2021 Q4	$332K	Hold	3,167	–	–	0.12%	140
2021 Q3	$309K	Hold	3,167	–	–	0.12%	133
2021 Q2	$313K	Sell	3,167 -460	-13%	-$46.2K	0.12%	134
2021 Q1	$350K	Hold	3,627	–	–	0.15%	123
2020 Q4	$332K	Buy	+3,627	New	+$336K	0.15%	115

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

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

44 Wealth Management reduced its Duke Energy (DUK) stake by 13% in Q2 2026, selling an estimated $50.3K and leaving 2,768 shares worth $350K. The position accounts for 0.12% of the portfolio, ranked #154.

44 Wealth Management first reported a position in DUK in Q4 2020 and has held it in 19 quarters since. The position peaked at $415K in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

44 Wealth Management held 2,768 shares of Duke Energy worth $350K as of Q2 2026.
44 Wealth Management sold 399 Duke Energy shares in Q2 2026, an estimated $50.3K.
Duke Energy made up 0.12% of 44 Wealth Management's portfolio in Q2 2026, its #154 holding.
44 Wealth Management first reported a position in Duke Energy in Q4 2020 and has held it in 19 quarters since.
44 Wealth Management's Duke Energy position peaked at $415K in Q1 2026.
2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.