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Blossom Wealth Management’s Duke Energy DUK Stock Holding History

Blossom 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 		$251K Sell
1,984
-200
-9% -$25.2K 0.35% 70
2026
Q1 		$286K Buy
2,184
+9
+0.4% +$1.13K 0.42% 63
2025
Q4 		$255K Sell
2,175
-355
-14% -$43.4K 0.42% 63
2025
Q3 		$313K Buy
2,530
+85
+3% +$10.3K 0.51% 58
2025
Q2 		$289K Sell
2,445
-290
-11% -$34.2K 0.51% 58
2025
Q1 		$334K Sell
2,735
-25
-0.9% -$2.85K 0.67% 52
2024
Q4 		$297K Hold
2,760
– – 0.57% 56
2024
Q3 		$318K Hold
2,760
– – 0.64% 54
2024
Q2 		$277K Sell
2,760
-35
-1% -$3.5K 0.6% 54
2024
Q1 		$270K Buy
2,795
+105
+4% +$9.96K 0.65% 57
2023
Q4 		$261K Buy
2,690
+15
+0.6% +$1.36K 0.7% 53
2023
Q3 		$236K Buy
2,675
+200
+8% +$18.3K 0.76% 52
2023
Q2 		$222K Buy
2,475
+25
+1% +$2.36K 0.81% 52
2023
Q1 		$236K Buy
2,450
+347
+17% +$34.3K 0.96% 45
2022
Q4 		$217K Buy
+2,103
New +$202K 1.05% 42
2022
Q3 		– Sell
-1,928
Closed -$207K – 40
2022
Q2 		$207K Sell
1,928
-205
-10% -$22.5K 1.05% 40
2022
Q1 		$238K Buy
+2,133
New +$222K 1.07% 41

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

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

Blossom Wealth Management reduced its Duke Energy (DUK) stake by 9.2% in Q2 2026, selling an estimated $25.2K and leaving 1,984 shares worth $251K. The position accounts for 0.35% of the portfolio, ranked #70.

Blossom Wealth Management first reported a position in DUK in Q1 2022 and has held it in 17 quarters since. The position peaked at $334K in Q1 2025. 2,491 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Blossom Wealth Management held 1,984 shares of Duke Energy worth $251K as of Q2 2026.
  • Blossom Wealth Management sold 200 Duke Energy shares in Q2 2026, an estimated $25.2K.
  • Duke Energy made up 0.35% of Blossom Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Blossom Wealth Management first reported a position in Duke Energy in Q1 2022 and has held it in 17 quarters since.
  • Blossom Wealth Management's Duke Energy position peaked at $334K in Q1 2025.
  • 2,491 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Blossom Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.