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Alteri Wealth’s Duke Energy DUK Stock Holding History

Alteri 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 		$215K Buy
1,702
+1
+0.1% +$126 0.06% 269
2026
Q1 		$223K Sell
1,701
-17
-1% -$2.13K 0.07% 264
2025
Q4 		$201K Sell
1,718
-79
-4% -$9.65K 0.07% 271
2025
Q3 		$222K Buy
1,797
+18
+1% +$2.18K 0.08% 257
2025
Q2 		$210K Sell
1,779
-57
-3% -$6.73K 0.08% 252
2025
Q1 		$224K Sell
1,836
-207
-10% -$23.6K 0.1% 229
2024
Q4 		$220K Buy
+2,043
New +$231K 0.06% 227

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

Alteri Wealth's DUK Position: Q2 2026 in Review

Alteri Wealth increased its Duke Energy (DUK) stake by 0.06% in Q2 2026, buying an estimated $126 and bringing the position to 1,702 shares worth $215K. The position accounts for 0.06% of the portfolio, ranked #269.

Alteri Wealth first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $224K in Q1 2025. 2,491 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Alteri Wealth held 1,702 shares of Duke Energy worth $215K as of Q2 2026.
  • Alteri Wealth bought 1 Duke Energy share in Q2 2026, an estimated $126.
  • Duke Energy made up 0.06% of Alteri Wealth's portfolio in Q2 2026, its #269 holding.
  • Alteri Wealth first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Alteri Wealth's Duke Energy position peaked at $224K in Q1 2025.
  • 2,491 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.