Centurion Wealth Management
DUK icon

Centurion Wealth Management’s Duke Energy DUK Stock Holding History

Centurion 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
Q3 		$325K Buy
2,852
+93
+3% +$11.4K 0.08% 210
2026
Q2 		$349K Sell
2,759
-188
-6% -$23.7K 0.08% 203
2026
Q1 		$386K Sell
2,947
-53
-2% -$6.63K 0.09% 198
2025
Q4 		$352K Buy
3,000
+9
+0.3% +$1.1K 0.08% 204
2025
Q3 		$370K Hold
2,991
– – 0.08% 193
2025
Q2 		$353K Buy
2,991
+87
+3% +$10.3K 0.1% 162
2025
Q1 		$313K Hold
2,904
– – 0.1% 149
2024
Q4 		$313K Sell
2,904
-97
-3% -$11K 0.1% 149
2024
Q3 		$346K Buy
+3,001
New +$334K 0.11% 137
2024
Q1 		$290K Buy
2,994
+91
+3% +$8.63K 0.11% 133
2023
Q4 		$282K Buy
2,903
+35
+1% +$3.18K 0.12% 126
2023
Q3 		$253K Buy
2,868
+47
+2% +$4.31K 0.12% 117
2023
Q2 		$253K Buy
2,821
+172
+6% +$16.2K 0.12% 125
2023
Q1 		$256K Buy
2,649
+77
+3% +$7.61K 0.13% 122
2022
Q4 		$265K Buy
+2,572
New +$247K 0.15% 119

Other funds holding DUK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Centurion Wealth Management's DUK Position: Q3 2026 in Review

Centurion Wealth Management increased its Duke Energy (DUK) stake by 3.4% in Q3 2026, buying an estimated $11.4K and bringing the position to 2,852 shares worth $325K. The position accounts for 0.08% of the portfolio, ranked #210.

Centurion Wealth Management first reported a position in DUK in Q4 2022 and has held it in 15 quarters since. The position peaked at $386K in Q1 2026. 2,095 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Centurion Wealth Management held 2,852 shares of Duke Energy worth $325K as of Q3 2026.
  • Centurion Wealth Management bought 93 Duke Energy shares in Q3 2026, an estimated $11.4K.
  • Duke Energy made up 0.08% of Centurion Wealth Management's portfolio in Q3 2026, its #210 holding.
  • Centurion Wealth Management first reported a position in Duke Energy in Q4 2022 and has held it in 15 quarters since.
  • Centurion Wealth Management's Duke Energy position peaked at $386K in Q1 2026.
  • 2,095 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.