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Destiny Wealth Partners’s Duke Energy DUK Stock Holding History

Destiny Wealth Partners’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 		– Sell
-463
Closed -$60.6K – 399
2026
Q1 		$60.6K Buy
+463
New +$57.9K 0.01% 406
2023
Q1 		– Sell
-66
Closed -$6.8K – 298
2022
Q4 		$6.8K Hold
66
– – ﹤0.01% 531
2022
Q3 		$6K Hold
66
– – ﹤0.01% 474
2022
Q2 		$7K Sell
66
-500
-88% -$55K ﹤0.01% 473
2022
Q1 		$63K Buy
566
+22
+4% +$2.29K 0.01% 293
2021
Q4 		$57K Hold
544
– – 0.01% 307
2021
Q3 		$53K Buy
+544
New +$56.3K 0.01% 286
2021
Q2 		– Sell
-578
Closed -$56K – 267
2021
Q1 		$56K Buy
578
+34
+6% +$3.1K 0.01% 254
2020
Q4 		$50K Buy
+544
New +$50.3K 0.01% 285

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

Destiny Wealth Partners's DUK Position: Q2 2026 in Review

Destiny Wealth Partners sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 463 shares — an estimated $60.6K sold.

Destiny Wealth Partners first reported a position in DUK in Q4 2020 and held it in 9 quarters. The position peaked at $63K in Q1 2022. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Destiny Wealth Partners reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 463 Duke Energy shares in Q2 2026, an estimated $60.6K.
  • Destiny Wealth Partners first reported a position in Duke Energy in Q4 2020 and held it in 9 quarters.
  • Destiny Wealth Partners's Duke Energy position peaked at $63K in Q1 2022.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.