5NPW
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55 North Private Wealth’s Duke Energy DUK Stock Holding History

55 North Private Wealth’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 		$322K Buy
2,541
+609
+32% +$76.8K 0.06% 163
2026
Q1 		$253K Buy
+1,932
New +$242K 0.06% 164

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

55 North Private Wealth's DUK Position: Q2 2026 in Review

55 North Private Wealth increased its Duke Energy (DUK) stake by 32% in Q2 2026, buying an estimated $76.8K and bringing the position to 2,541 shares worth $322K. The position accounts for 0.06% of the portfolio, ranked #163.

55 North Private Wealth first reported a position in DUK in Q1 2026 and has held it in 2 quarters since. 2,472 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • 55 North Private Wealth held 2,541 shares of Duke Energy worth $322K as of Q2 2026.
  • 55 North Private Wealth bought 609 Duke Energy shares in Q2 2026, an estimated $76.8K.
  • Duke Energy made up 0.06% of 55 North Private Wealth's portfolio in Q2 2026, its #163 holding.
  • 55 North Private Wealth first reported a position in Duke Energy in Q1 2026 and has held it in 2 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.