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Decker Wealth Management LLC’s Duke Energy DUK Stock Holding History

Decker Wealth Management 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 		$693K Hold
5,476
– – 0.15% 64
2026
Q1 		$717K Hold
5,476
– – 0.16% 61
2025
Q4 		$642K Buy
+5,476
New +$669K 0.14% 63

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

Decker Wealth Management LLC's DUK Position: Q2 2026 in Review

Decker Wealth Management LLC held its Duke Energy (DUK) position steady in Q2 2026 at 5,476 shares worth $693K. The position accounts for 0.15% of the portfolio, ranked #64.

Decker Wealth Management LLC first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $717K in Q1 2026. 2,473 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Decker Wealth Management LLC held 5,476 shares of Duke Energy worth $693K as of Q2 2026.
  • Decker Wealth Management LLC left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.15% of Decker Wealth Management LLC's portfolio in Q2 2026, its #64 holding.
  • Decker Wealth Management LLC first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • Decker Wealth Management LLC's Duke Energy position peaked at $717K in Q1 2026.
  • 2,473 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Decker Wealth Management LLC's 13F filing for Q2 2026, filed 30 Jul 2026.