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Collaborative Wealth Management’s Duke Energy DUK Stock Holding History

Collaborative 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
Q1 		– Sell
-1,852
Closed -$217K – 186
2025
Q4 		$217K Buy
+1,852
New +$226K 0.08% 219

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

Collaborative Wealth Management's DUK Position: Q1 2026 in Review

Collaborative Wealth Management sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 1,852 shares — an estimated $217K sold.

Collaborative Wealth Management first reported a position in DUK in Q4 2025 and held it in 1 quarter. The position peaked at $217K in Q4 2025. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Collaborative Wealth Management reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 1,852 Duke Energy shares in Q1 2026, an estimated $217K.
  • Collaborative Wealth Management first reported a position in Duke Energy in Q4 2025 and held it in 1 quarter.
  • Collaborative Wealth Management's Duke Energy position peaked at $217K in Q4 2025.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.