CWM
DUK icon

Copia Wealth Management’s Duke Energy DUK Stock Holding History

Copia 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 		$129K Hold
1,017
– – 0.08% 138
2026
Q1 		$133K Hold
1,017
– – 0.09% 129
2025
Q4 		$119K Hold
1,017
– – 0.09% 134
2025
Q3 		$126K Hold
1,017
– – 0.09% 124
2025
Q2 		$120K Hold
1,017
– – 0.1% 114
2025
Q1 		$124K Buy
1,017
+933
+1,111% +$106K 0.11% 109
2024
Q4 		$9.05K Buy
+84
New +$9.52K 0.01% 271

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

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

Copia Wealth Management held its Duke Energy (DUK) position steady in Q2 2026 at 1,017 shares worth $129K. The position accounts for 0.08% of the portfolio, ranked #138.

Copia Wealth Management first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $133K in Q1 2026. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Copia Wealth Management held 1,017 shares of Duke Energy worth $129K as of Q2 2026.
  • Copia Wealth Management left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.08% of Copia Wealth Management's portfolio in Q2 2026, its #138 holding.
  • Copia Wealth Management first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's Duke Energy position peaked at $133K in Q1 2026.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.