DWS
DUK icon

Discipline Wealth Solutions’s Duke Energy DUK Stock Holding History

Discipline Wealth Solutions’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 		$253K Buy
1,998
+36
+2% +$4.54K 0.02% 180
2026
Q1 		$257K Buy
1,962
+88
+5% +$11K 0.03% 165
2025
Q4 		$220K Buy
1,874
+37
+2% +$4.52K 0.04% 159
2025
Q3 		$227K Buy
+1,837
New +$223K 0.06% 142

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

Discipline Wealth Solutions's DUK Position: Q2 2026 in Review

Discipline Wealth Solutions increased its Duke Energy (DUK) stake by 1.8% in Q2 2026, buying an estimated $4.54K and bringing the position to 1,998 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #180.

Discipline Wealth Solutions first reported a position in DUK in Q3 2025 and has held it in 4 quarters since. The position peaked at $257K in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Discipline Wealth Solutions held 1,998 shares of Duke Energy worth $253K as of Q2 2026.
  • Discipline Wealth Solutions bought 36 Duke Energy shares in Q2 2026, an estimated $4.54K.
  • Duke Energy made up 0.02% of Discipline Wealth Solutions's portfolio in Q2 2026, its #180 holding.
  • Discipline Wealth Solutions first reported a position in Duke Energy in Q3 2025 and has held it in 4 quarters since.
  • Discipline Wealth Solutions's Duke Energy position peaked at $257K in Q1 2026.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.