CPWL
DUK icon

Coquina Private Wealth LLC’s Duke Energy DUK Stock Holding History

Coquina Private Wealth LLC’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 		$305K Sell
2,410
-79
-3% -$9.96K 0.21% 71
2026
Q1 		$326K Sell
2,489
-174
-7% -$21.8K 0.26% 60
2025
Q4 		$312K Buy
+2,663
New +$325K 0.25% 63

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Coquina Private Wealth LLC's DUK Position: Q2 2026 in Review

Coquina Private Wealth LLC reduced its Duke Energy (DUK) stake by 3.2% in Q2 2026, selling an estimated $9.96K and leaving 2,410 shares worth $305K. The position accounts for 0.21% of the portfolio, ranked #71.

Coquina Private Wealth LLC first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $326K in Q1 2026. 1,614 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Coquina Private Wealth LLC held 2,410 shares of Duke Energy worth $305K as of Q2 2026.
  • Coquina Private Wealth LLC sold 79 Duke Energy shares in Q2 2026, an estimated $9.96K.
  • Duke Energy made up 0.21% of Coquina Private Wealth LLC's portfolio in Q2 2026, its #71 holding.
  • Coquina Private Wealth LLC first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • Coquina Private Wealth LLC's Duke Energy position peaked at $326K in Q1 2026.
  • 1,614 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q2 2026, filed 29 Jul 2026.