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Aspen Wealth Strategies’s Duke Energy DUK Stock Holding History

Aspen Wealth Strategies’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 		$806K Buy
6,370
+318
+5% +$40.1K 0.39% 36
2026
Q1 		$792K Buy
6,052
+78
+1% +$9.75K 0.42% 38
2025
Q4 		$700K Buy
5,974
+3
+0.1% +$366 0.38% 37
2025
Q3 		$739K Buy
5,971
+155
+3% +$18.8K 0.41% 34
2025
Q2 		$686K Sell
5,816
-146
-2% -$17.2K 0.41% 38
2025
Q1 		$727K Buy
5,962
+63
+1% +$7.18K 0.48% 38
2024
Q4 		$636K Buy
5,899
+568
+11% +$64.3K 0.41% 40
2024
Q3 		$615K Buy
+5,331
New +$593K 0.4% 36

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 $3.38T AUM 44.17% 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

Aspen Wealth Strategies's DUK Position: Q2 2026 in Review

Aspen Wealth Strategies increased its Duke Energy (DUK) stake by 5.3% in Q2 2026, buying an estimated $40.1K and bringing the position to 6,370 shares worth $806K. The position accounts for 0.39% of the portfolio, ranked #36.

Aspen Wealth Strategies first reported a position in DUK in Q3 2024 and has held it in 8 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Aspen Wealth Strategies held 6,370 shares of Duke Energy worth $806K as of Q2 2026.
  • Aspen Wealth Strategies bought 318 Duke Energy shares in Q2 2026, an estimated $40.1K.
  • Duke Energy made up 0.39% of Aspen Wealth Strategies's portfolio in Q2 2026, its #36 holding.
  • Aspen Wealth Strategies first reported a position in Duke Energy in Q3 2024 and has held it in 8 quarters since.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.