Corient Private Wealth
DUK icon

Corient Private Wealth’s Duke Energy DUK Stock Holding History

Corient Private Wealth’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 		$38.4M Buy
303,446
+6,893
+2% +$870K 0.05% 288
2026
Q1 		$38.7M Sell
296,553
-39,362
-12% -$4.92M 0.06% 278
2025
Q4 		$39.4M Sell
335,915
-5,193
-2% -$634K 0.05% 282
2025
Q3 		$41.1M Buy
341,108
+17,239
+5% +$2.09M 0.06% 264
2025
Q2 		$38.2M Buy
323,869
+3,451
+1% +$407K 0.05% 277
2025
Q1 		$39.1M Buy
320,418
+685
+0.2% +$78.1K 0.06% 267
2024
Q4 		$34.4M Sell
319,733
-498
-0.2% -$56.4K 0.06% 284
2024
Q3 		$36.9M Sell
320,231
-22,354
-7% -$2.49M 0.06% 293
2024
Q2 		$34.3M Buy
342,585
+14,757
+5% +$1.48M 0.06% 286
2024
Q1 		$31.7M Sell
327,828
-16,324
-5% -$1.55M 0.06% 306
2023
Q4 		$33.4M Sell
344,152
-10,972
-3% -$998K 0.06% 289
2023
Q3 		$31.3M Buy
355,124
+14,670
+4% +$1.34M 0.07% 272
2023
Q2 		$30.5M Buy
340,454
+206,142
+153% +$19.5M 0.07% 261
2023
Q1 		$13M Buy
134,312
+39,251
+41% +$3.88M 0.03% 396
2022
Q4 		$9.79M Buy
+95,061
New +$9.13M 0.04% 369

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

Corient Private Wealth's DUK Position: Q2 2026 in Review

Corient Private Wealth increased its Duke Energy (DUK) stake by 2.3% in Q2 2026, buying an estimated $870K and bringing the position to 303,446 shares worth $38.4M. The position accounts for 0.05% of the portfolio, ranked #288.

Corient Private Wealth first reported a position in DUK in Q4 2022 and has held it in 15 quarters since. The position peaked at $41.1M in Q3 2025. 2,491 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Corient Private Wealth held 303,446 shares of Duke Energy worth $38.4M as of Q2 2026.
  • Corient Private Wealth bought 6,893 Duke Energy shares in Q2 2026, an estimated $870K.
  • Duke Energy made up 0.05% of Corient Private Wealth's portfolio in Q2 2026, its #288 holding.
  • Corient Private Wealth first reported a position in Duke Energy in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Duke Energy position peaked at $41.1M in Q3 2025.
  • 2,491 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.