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
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 $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

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

Copia Wealth Management held its Duke Energy (DUK) position steady in Q1 2026 at 1,017 shares worth $133K. The position accounts for 0.09% of the portfolio, ranked #129.

Copia Wealth Management first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Copia Wealth Management held 1,017 shares of Duke Energy worth $133K as of Q1 2026.
  • Copia Wealth Management left its Duke Energy share count unchanged in Q1 2026.
  • Duke Energy made up 0.09% of Copia Wealth Management's portfolio in Q1 2026, its #129 holding.
  • Copia Wealth Management first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.