Buck Wealth Strategies’s Duke Energy DUK Stock Holding History

Buck Wealth Strategies’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	$66.2K	Buy	+523	New	+$66K	0.01%	314
2025 Q4	–	Sell	-6,659	Closed	-$824K	–	180
2025 Q3	$824K	Sell	6,659 -1,426	-18%	-$173K	0.11%	88
2025 Q2	$954K	Sell	8,085 -553	-6%	-$65.3K	0.15%	77
2025 Q1	$1.05M	Buy	+8,638	New	+$985K	0.19%	64
2023 Q4	–	Sell	-71	Closed	-$6.28K	–	137
2023 Q3	$6.28K	Hold	71	–	–	﹤0.01%	223
2023 Q2	$6.39K	Buy	71 +1	+1%	+$94	﹤0.01%	171
2023 Q1	$6.79K	Buy	+70	New	+$6.92K	﹤0.01%	120

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

Buck Wealth Strategies's DUK Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Duke Energy (DUK) in Q2 2026: 523 shares worth $66.2K. The stake represents 0.01% of the portfolio and ranks #314 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in DUK as recently as Q3 2025.

Buck Wealth Strategies first reported a position in DUK in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.05M in Q1 2025. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Buck Wealth Strategies held 523 shares of Duke Energy worth $66.2K as of Q2 2026.
Duke Energy was a new Buck Wealth Strategies position in Q2 2026.
Duke Energy made up 0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #314 holding.
Buck Wealth Strategies first reported a position in Duke Energy in Q1 2023 and has held it in 7 quarters since.
Buck Wealth Strategies's Duke Energy position peaked at $1.05M in Q1 2025.
2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.