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Brady Martz Wealth Solutions’s Duke Energy DUK Stock Holding History

Brady Martz Wealth Solutions’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 		$453K Buy
+3,578
New +$451K 0.07% 152

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

Brady Martz Wealth Solutions's DUK Position: Q2 2026 in Review

Brady Martz Wealth Solutions opened a new position in Duke Energy (DUK) in Q2 2026: 3,578 shares worth $453K. The stake represents 0.07% of the portfolio and ranks #152 among its holdings.

2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Brady Martz Wealth Solutions held 3,578 shares of Duke Energy worth $453K as of Q2 2026.
  • Duke Energy was a new Brady Martz Wealth Solutions position in Q2 2026.
  • Duke Energy made up 0.07% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #152 holding.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.