CWM
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Carolina Wealth Management’s Duke Energy DUK Stock Holding History

Carolina 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 		$513K Buy
+4,050
New +$511K 0.24% 63

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

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

Carolina Wealth Management opened a new position in Duke Energy (DUK) in Q2 2026: 4,050 shares worth $513K. The stake represents 0.24% of the portfolio and ranks #63 among its holdings.

2,472 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Carolina Wealth Management held 4,050 shares of Duke Energy worth $513K as of Q2 2026.
  • Duke Energy was a new Carolina Wealth Management position in Q2 2026.
  • Duke Energy made up 0.24% of Carolina Wealth Management's portfolio in Q2 2026, its #63 holding.
  • 2,472 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Carolina Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.