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Chesapeake Wealth Management’s Duke Energy DUK Stock Holding History

Chesapeake 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 		$382K Buy
3,017
+1,040
+53% +$131K 0.11% 128
2026
Q1 		$259K Buy
+1,977
New +$247K 0.08% 141
2025
Q4 		– Sell
-1,802
Closed -$223K – 161
2025
Q3 		$223K Buy
1,802
+54
+3% +$6.55K 0.07% 152
2025
Q2 		$206K Sell
1,748
-15
-0.9% -$1.77K 0.07% 157
2025
Q1 		$215K Buy
+1,763
New +$201K 0.08% 151
2024
Q4 		– Sell
-1,763
Closed -$203K – 161
2024
Q3 		$203K Buy
+1,763
New +$196K 0.07% 156
2023
Q2 		– Sell
-2,262
Closed -$218K – 158
2023
Q1 		$218K Hold
2,262
– – 0.09% 152
2022
Q4 		$233K Sell
2,262
-30
-1% -$2.88K 0.1% 147
2022
Q3 		$213K Sell
2,292
-105
-4% -$11.3K 0.1% 154
2022
Q2 		$257K Hold
2,397
– – 0.11% 154
2022
Q1 		$268K Buy
+2,397
New +$249K 0.1% 162
2021
Q3 		– Sell
-2,287
Closed -$226K – 205
2021
Q2 		$226K Hold
2,287
– – 0.07% 210
2021
Q1 		$221K Hold
2,287
– – 0.07% 209
2020
Q4 		$209K Sell
2,287
-50
-2% -$4.63K 0.07% 202
2020
Q3 		$207K Sell
2,337
-575
-20% -$47.4K 0.08% 188
2020
Q2 		$233K Sell
2,912
-834
-22% -$70.5K 0.09% 182
2020
Q1 		$303K Sell
3,746
-250
-6% -$23K 0.14% 137
2019
Q4 		$364K Buy
3,996
+220
+6% +$20.2K 0.14% 143
2019
Q3 		$362K Buy
3,776
+1,000
+36% +$91K 0.15% 139
2019
Q2 		$245K Buy
2,776
+425
+18% +$37.6K 0.1% 169
2019
Q1 		$212K Buy
2,351
+27
+1% +$2.38K 0.09% 175
2018
Q4 		$201K Buy
+2,324
New +$198K 0.1% 176

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

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

Chesapeake Wealth Management increased its Duke Energy (DUK) stake by 53% in Q2 2026, buying an estimated $131K and bringing the position to 3,017 shares worth $382K. The position accounts for 0.11% of the portfolio, ranked #128.

Chesapeake Wealth Management first reported a position in DUK in Q4 2018 and has held it in 22 quarters since. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Chesapeake Wealth Management held 3,017 shares of Duke Energy worth $382K as of Q2 2026.
  • Chesapeake Wealth Management bought 1,040 Duke Energy shares in Q2 2026, an estimated $131K.
  • Duke Energy made up 0.11% of Chesapeake Wealth Management's portfolio in Q2 2026, its #128 holding.
  • Chesapeake Wealth Management first reported a position in Duke Energy in Q4 2018 and has held it in 22 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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