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Atlantic Edge Private Wealth Management’s Duke Energy DUK Stock Holding History

Atlantic Edge Private 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 		$191K Buy
1,508
+126
+9% +$15.9K 0.04% 141
2026
Q1 		$181K Buy
1,382
+275
+25% +$34.4K 0.04% 137
2025
Q4 		$130K Buy
1,107
+340
+44% +$41.5K 0.03% 161
2025
Q3 		$94.9K Hold
767
– – 0.02% 171
2025
Q2 		$90.5K Hold
767
– – 0.02% 170
2025
Q1 		$93.6K Buy
767
+50
+7% +$5.7K 0.03% 165
2024
Q4 		$77.3K Hold
717
– – 0.02% 175
2024
Q3 		$82.7K Hold
717
– – 0.03% 173
2024
Q2 		$71.9K Buy
717
+50
+7% +$5K 0.02% 172
2024
Q1 		$64.5K Buy
+667
New +$63.3K 0.02% 174

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

Atlantic Edge Private Wealth Management's DUK Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its Duke Energy (DUK) stake by 9.1% in Q2 2026, buying an estimated $15.9K and bringing the position to 1,508 shares worth $191K. The position accounts for 0.04% of the portfolio, ranked #141.

Atlantic Edge Private Wealth Management first reported a position in DUK in Q1 2024 and has held it in 10 quarters since. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 1,508 shares of Duke Energy worth $191K as of Q2 2026.
  • Atlantic Edge Private Wealth Management bought 126 Duke Energy shares in Q2 2026, an estimated $15.9K.
  • Duke Energy made up 0.04% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Duke Energy in Q1 2024 and has held it in 10 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.