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Diversify Wealth Management’s Duke Energy DUK Stock Holding History

Diversify 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
Q2 		$1.84M Buy
14,305
+2,910
+26% +$367K 0.03% 439
2026
Q1 		$1.44M Buy
11,395
+7,225
+173% +$903K 0.03% 479
2025
Q4 		$490K Buy
4,170
+75
+2% +$9.16K 0.02% 442
2025
Q3 		$506K Sell
4,095
-98
-2% -$11.9K 0.03% 375
2025
Q2 		$522K Sell
4,193
-366
-8% -$43.2K 0.03% 363
2025
Q1 		$555K Sell
4,559
-505
-10% -$57.6K 0.04% 340
2024
Q4 		$536K Buy
5,064
+106
+2% +$12K 0.04% 342
2024
Q3 		$598K Buy
4,958
+234
+5% +$26K 0.06% 282
2024
Q2 		$524K Buy
+4,724
New +$473K 0.07% 263

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 $3.38T AUM 44.17% 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

Diversify Wealth Management's DUK Position: Q2 2026 in Review

Diversify Wealth Management increased its Duke Energy (DUK) stake by 26% in Q2 2026, buying an estimated $367K and bringing the position to 14,305 shares worth $1.84M. The position accounts for 0.03% of the portfolio, ranked #439.

Diversify Wealth Management first reported a position in DUK in Q2 2024 and has held it in 9 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Diversify Wealth Management held 14,305 shares of Duke Energy worth $1.84M as of Q2 2026.
  • Diversify Wealth Management bought 2,910 Duke Energy shares in Q2 2026, an estimated $367K.
  • Duke Energy made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #439 holding.
  • Diversify Wealth Management first reported a position in Duke Energy in Q2 2024 and has held it in 9 quarters since.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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