DWM
DUK icon

Destination Wealth Management’s Duke Energy DUK Stock Holding History

Destination 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 		$627K Buy
4,788
+344
+8% +$43K 0.02% 187
2025
Q4 		$521K Buy
4,444
+97
+2% +$11.8K 0.01% 194
2025
Q3 		$538K Buy
4,347
+100
+2% +$12.1K 0.01% 171
2025
Q2 		$501K Sell
4,247
-738
-15% -$87.1K 0.01% 174
2025
Q1 		$608K Buy
4,985
+9
+0.2% +$1.03K 0.02% 152
2024
Q4 		$536K Buy
4,976
+81
+2% +$9.18K 0.02% 157
2024
Q3 		$564K Buy
4,895
+1,067
+28% +$119K 0.02% 152
2024
Q2 		$384K Sell
3,828
-104
-3% -$10.4K 0.01% 160
2024
Q1 		$380K Buy
3,932
+69
+2% +$6.55K 0.01% 161
2023
Q4 		$375K Sell
3,863
-13
-0.3% -$1.18K 0.01% 157
2023
Q3 		$342K Sell
3,876
-119
-3% -$10.9K 0.01% 157
2023
Q2 		$359K Sell
3,995
-1,190
-23% -$112K 0.01% 161
2023
Q1 		$500K Buy
5,185
+1,211
+30% +$120K 0.02% 146
2022
Q4 		$409K Buy
3,974
+132
+3% +$12.7K 0.02% 152
2022
Q3 		$357K Sell
3,842
-446
-10% -$47.9K 0.02% 150
2022
Q2 		$460K Buy
4,288
+59
+1% +$6.49K 0.02% 145
2022
Q1 		$472K Sell
4,229
-510
-11% -$53K 0.02% 135
2021
Q4 		$497K Buy
4,739
+941
+25% +$95.4K 0.02% 143
2021
Q3 		$371K Buy
3,798
+36
+1% +$3.73K 0.01% 136
2021
Q2 		$371K Sell
3,762
-740
-16% -$74.3K 0.01% 141
2021
Q1 		$435K Buy
4,502
+971
+27% +$88.6K 0.02% 135
2020
Q4 		$323K Buy
3,531
+36
+1% +$3.33K 0.01% 139
2020
Q3 		$310K Sell
3,495
-52
-1% -$4.29K 0.02% 123
2020
Q2 		$283K Sell
3,547
-6
-0.2% -$507 0.02% 127
2020
Q1 		$287K Sell
3,553
-594
-14% -$54.6K 0.02% 142
2019
Q4 		$378K Buy
4,147
+600
+17% +$55K 0.02% 126
2019
Q3 		$340K Sell
3,547
-16
-0.4% -$1.46K 0.02% 119
2019
Q2 		$314K Sell
3,563
-627
-15% -$55.4K 0.02% 120
2019
Q1 		$377K Buy
4,190
+321
+8% +$28.3K 0.02% 119
2018
Q4 		$334K Hold
3,869
– – 0.02% 116
2018
Q3 		$310K Sell
3,869
-706
-15% -$57.1K 0.02% 131
2018
Q2 		$362K Sell
4,575
-13,015
-74% -$1M 0.02% 118
2018
Q1 		$1.72M Buy
17,590
+13,326
+313% +$1.03M 0.1% 85
2017
Q4 		$359K Buy
4,264
+96
+2% +$8.39K 0.02% 123
2017
Q3 		$350K Sell
4,168
-514
-11% -$44K 0.02% 126
2017
Q2 		$391K Sell
4,682
-1,007
-18% -$84.6K 0.03% 120
2017
Q1 		$467K Buy
5,689
+619
+12% +$49.2K 0.03% 112
2016
Q4 		$394K Sell
5,070
-89
-2% -$6.82K 0.03% 120
2016
Q3 		$413K Buy
5,159
+148
+3% +$12.3K 0.03% 122
2016
Q2 		$430K Buy
+5,011
New +$401K 0.04% 107
2015
Q3 		– Sell
-6,701
Closed -$473K – 142
2015
Q2 		$473K Buy
+6,701
New +$506K 0.03% 171

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

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

Destination Wealth Management increased its Duke Energy (DUK) stake by 7.7% in Q1 2026, buying an estimated $43K and bringing the position to 4,788 shares worth $627K. The position accounts for 0.02% of the portfolio, ranked #187.

Destination Wealth Management first reported a position in DUK in Q2 2015 and has held it in 41 quarters since. The position peaked at $1.72M in Q1 2018. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Destination Wealth Management held 4,788 shares of Duke Energy worth $627K as of Q1 2026.
  • Destination Wealth Management bought 344 Duke Energy shares in Q1 2026, an estimated $43K.
  • Duke Energy made up 0.02% of Destination Wealth Management's portfolio in Q1 2026, its #187 holding.
  • Destination Wealth Management first reported a position in Duke Energy in Q2 2015 and has held it in 41 quarters since.
  • Destination Wealth Management's Duke Energy position peaked at $1.72M in Q1 2018.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.