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Center for Wealth Management Advisory’s Duke Energy DUK Stock Holding History

Center for Wealth Management Advisory’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
Q1 		$2M Buy
15,291
+155
+1% +$19.4K 1.44% 16
2025
Q4 		$1.77M Buy
+15,136
New +$1.85M 1.31% 21

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Center for Wealth Management Advisory's DUK Position: Q1 2026 in Review

Center for Wealth Management Advisory increased its Duke Energy (DUK) stake by 1% in Q1 2026, buying an estimated $19.4K and bringing the position to 15,291 shares worth $2M. The position accounts for 1.44% of the portfolio, ranked #16.

Center for Wealth Management Advisory first reported a position in DUK in Q4 2025 and has held it in 2 quarters since. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Center for Wealth Management Advisory held 15,291 shares of Duke Energy worth $2M as of Q1 2026.
  • Center for Wealth Management Advisory bought 155 Duke Energy shares in Q1 2026, an estimated $19.4K.
  • Duke Energy made up 1.44% of Center for Wealth Management Advisory's portfolio in Q1 2026, its #16 holding.
  • Center for Wealth Management Advisory first reported a position in Duke Energy in Q4 2025 and has held it in 2 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.