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Angeles Wealth Management’s Duke Energy DUK Stock Holding History

Angeles 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 		$964K Buy
7,617
+85
+1% +$10.7K 0.04% 167
2026
Q1 		$986K Buy
7,532
+447
+6% +$55.9K 0.05% 147
2025
Q4 		$830K Buy
7,085
+4,624
+188% +$565K 0.05% 149
2025
Q3 		$305K Buy
2,461
+131
+6% +$15.9K 0.02% 254
2025
Q2 		$275K Buy
2,330
+204
+10% +$24.1K 0.02% 278
2025
Q1 		$259K Buy
2,126
+162
+8% +$18.5K 0.02% 249
2024
Q4 		$212K Buy
+1,964
New +$222K 0.02% 284

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

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

Angeles Wealth Management increased its Duke Energy (DUK) stake by 1.1% in Q2 2026, buying an estimated $10.7K and bringing the position to 7,617 shares worth $964K. The position accounts for 0.04% of the portfolio, ranked #167.

Angeles Wealth Management first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $986K in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Angeles Wealth Management held 7,617 shares of Duke Energy worth $964K as of Q2 2026.
  • Angeles Wealth Management bought 85 Duke Energy shares in Q2 2026, an estimated $10.7K.
  • Duke Energy made up 0.04% of Angeles Wealth Management's portfolio in Q2 2026, its #167 holding.
  • Angeles Wealth Management first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Angeles Wealth Management's Duke Energy position peaked at $986K in Q1 2026.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.