Blake Schutter Theil Wealth Advisors’s Duke Energy DUK Stock Holding History

Blake Schutter Theil Wealth Advisors’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	$802K	Sell	6,340 -7	-0.1%	-$883	0.54%	42
2026 Q1	$831K	Sell	6,347 -12	-0.2%	-$1.5K	0.68%	32
2025 Q4	$745K	Buy	6,359 +74	+1%	+$9.04K	0.61%	38
2025 Q3	$778K	Sell	6,285 -7	-0.1%	-$849	0.77%	34
2025 Q2	$742K	Sell	6,292 -3,033	-33%	-$358K	0.84%	30
2025 Q1	$1.14M	Sell	9,325 -149	-2%	-$17K	1.29%	14
2024 Q4	$1.02M	Sell	9,474 -127	-1%	-$14.4K	1.08%	17
2024 Q3	$1.11M	Buy	+9,601	New	+$1.07M	0.8%	31

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's DUK Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors reduced its Duke Energy (DUK) stake by 0.11% in Q2 2026, selling an estimated $883 and leaving 6,340 shares worth $802K. The position accounts for 0.54% of the portfolio, ranked #42.

Blake Schutter Theil Wealth Advisors first reported a position in DUK in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.14M in Q1 2025. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 6,340 shares of Duke Energy worth $802K as of Q2 2026.
Blake Schutter Theil Wealth Advisors sold 7 Duke Energy shares in Q2 2026, an estimated $883.
Duke Energy made up 0.54% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #42 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Duke Energy in Q3 2024 and has held it in 8 quarters since.
Blake Schutter Theil Wealth Advisors's Duke Energy position peaked at $1.14M in Q1 2025.
2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.