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Challenger Wealth Management’s Duke Energy DUK Stock Holding History

Challenger 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 		$830K Sell
6,554
-119
-2% -$15K 0.61% 34
2026
Q1 		$874K Sell
6,673
-72
-1% -$9K 0.7% 34
2025
Q4 		$791K Buy
6,745
+20
+0.3% +$2.44K 0.6% 31
2025
Q3 		$832K Sell
6,725
-3,162
-32% -$384K 0.65% 31
2025
Q2 		$1.17M Buy
9,887
+44
+0.4% +$5.19K 0.81% 28
2025
Q1 		$1.2M Sell
9,843
-944
-9% -$108K 0.95% 24
2024
Q4 		$1.16M Buy
+10,787
New +$1.22M 1% 25

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

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

Challenger Wealth Management reduced its Duke Energy (DUK) stake by 1.8% in Q2 2026, selling an estimated $15K and leaving 6,554 shares worth $830K. The position accounts for 0.61% of the portfolio, ranked #34.

Challenger Wealth Management first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.2M in Q1 2025. 2,491 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Challenger Wealth Management held 6,554 shares of Duke Energy worth $830K as of Q2 2026.
  • Challenger Wealth Management sold 119 Duke Energy shares in Q2 2026, an estimated $15K.
  • Duke Energy made up 0.61% of Challenger Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Challenger Wealth Management first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Challenger Wealth Management's Duke Energy position peaked at $1.2M in Q1 2025.
  • 2,491 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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