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DiNuzzo Private Wealth’s Duke Energy DUK Stock Holding History

DiNuzzo 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 		$3.29K Hold
26
– – ﹤0.01% 512
2026
Q1 		$3.4K Hold
26
– – ﹤0.01% 478
2025
Q4 		$3.05K Sell
26
-30
-54% -$3.66K ﹤0.01% 505
2025
Q3 		$6.86K Sell
56
-10
-15% -$1.21K ﹤0.01% 317
2025
Q2 		$7.79K Hold
66
– – ﹤0.01% 296
2025
Q1 		$8.05K Sell
66
-15
-19% -$1.71K ﹤0.01% 281
2024
Q4 		$8.73K Sell
81
-4
-5% -$453 ﹤0.01% 268
2024
Q3 		$9.8K Sell
85
-15
-15% -$1.67K ﹤0.01% 257
2024
Q2 		$10K Buy
100
+6
+6% +$600 ﹤0.01% 200
2024
Q1 		$9.09K Sell
94
-19
-17% -$1.8K ﹤0.01% 187
2023
Q4 		$11K Buy
+113
New +$10.3K ﹤0.01% 161

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

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

DiNuzzo Private Wealth held its Duke Energy (DUK) position steady in Q2 2026 at 26 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

DiNuzzo Private Wealth first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $11K in Q4 2023. 2,475 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • DiNuzzo Private Wealth held 26 shares of Duke Energy worth $3.29K as of Q2 2026.
  • DiNuzzo Private Wealth left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #512 holding.
  • DiNuzzo Private Wealth first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's Duke Energy position peaked at $11K in Q4 2023.
  • 2,475 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.