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Atlantic Family Wealth’s Duke Energy DUK Stock Holding History

Atlantic Family 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 		$251K Hold
1,981
– – 0.16% 53
2026
Q1 		$259K Sell
1,981
-2
-0.1% -$250 0.19% 50
2025
Q4 		$232K Sell
1,983
-6
-0.3% -$733 0.18% 49
2025
Q3 		$246K Sell
1,989
-20
-1% -$2.43K 0.19% 46
2025
Q2 		$237K Sell
2,009
-6
-0.3% -$708 0.21% 38
2025
Q1 		$246K Buy
2,015
+124
+7% +$14.1K 0.23% 36
2024
Q4 		$204K Buy
+1,891
New +$214K 0.24% 40

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

Atlantic Family Wealth's DUK Position: Q2 2026 in Review

Atlantic Family Wealth held its Duke Energy (DUK) position steady in Q2 2026 at 1,981 shares worth $251K. The position accounts for 0.16% of the portfolio, ranked #53.

Atlantic Family Wealth first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $259K in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Atlantic Family Wealth held 1,981 shares of Duke Energy worth $251K as of Q2 2026.
  • Atlantic Family Wealth left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.16% of Atlantic Family Wealth's portfolio in Q2 2026, its #53 holding.
  • Atlantic Family Wealth first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Atlantic Family Wealth's Duke Energy position peaked at $259K in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Atlantic Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.