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Channel Wealth’s Duke Energy DUK Stock Holding History

Channel Wealth’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 		$344K Buy
2,718
+10
+0.4% +$1.26K 0.08% 135
2026
Q1 		$355K Buy
2,708
+9
+0.3% +$1.13K 0.09% 124
2025
Q4 		$316K Sell
2,699
-440
-14% -$53.7K 0.08% 128
2025
Q3 		$389K Buy
3,139
+22
+0.7% +$2.67K 0.1% 113
2025
Q2 		$368K Buy
3,117
+23
+0.7% +$2.71K 0.1% 122
2025
Q1 		$377K Buy
3,094
+22
+0.7% +$2.51K 0.12% 114
2024
Q4 		$331K Buy
3,072
+25
+0.8% +$2.83K 0.11% 126
2024
Q3 		$351K Buy
3,047
+22
+0.7% +$2.45K 0.12% 116
2024
Q2 		$303K Sell
3,025
-131
-4% -$13.1K 0.11% 125
2024
Q1 		$305K Buy
3,156
+9
+0.3% +$854 0.12% 129
2023
Q4 		$305K Buy
+3,147
New +$286K 0.14% 123

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

Channel Wealth's DUK Position: Q2 2026 in Review

Channel Wealth increased its Duke Energy (DUK) stake by 0.37% in Q2 2026, buying an estimated $1.26K and bringing the position to 2,718 shares worth $344K. The position accounts for 0.08% of the portfolio, ranked #135.

Channel Wealth first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $389K in Q3 2025. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Channel Wealth held 2,718 shares of Duke Energy worth $344K as of Q2 2026.
  • Channel Wealth bought 10 Duke Energy shares in Q2 2026, an estimated $1.26K.
  • Duke Energy made up 0.08% of Channel Wealth's portfolio in Q2 2026, its #135 holding.
  • Channel Wealth first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • Channel Wealth's Duke Energy position peaked at $389K in Q3 2025.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Channel Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.