DWM
DUK icon

Drive Wealth Management’s Duke Energy DUK Stock Holding History

Drive 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 		$426K Sell
3,369
-13
-0.4% -$1.64K 0.08% 220
2026
Q1 		$443K Buy
3,382
+103
+3% +$12.9K 0.09% 182
2025
Q4 		$384K Sell
3,279
-213
-6% -$26K 0.08% 213
2025
Q3 		$432K Buy
3,492
+332
+11% +$40.3K 0.09% 186
2025
Q2 		$373K Buy
3,160
+493
+18% +$58.2K 0.08% 201
2025
Q1 		$325K Buy
2,667
+561
+27% +$63.9K 0.08% 206
2024
Q4 		$227K Buy
+2,106
New +$239K 0.06% 275

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

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

Drive Wealth Management reduced its Duke Energy (DUK) stake by 0.38% in Q2 2026, selling an estimated $1.64K and leaving 3,369 shares worth $426K. The position accounts for 0.08% of the portfolio, ranked #220.

Drive Wealth Management first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $443K in Q1 2026. 2,481 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Drive Wealth Management held 3,369 shares of Duke Energy worth $426K as of Q2 2026.
  • Drive Wealth Management sold 13 Duke Energy shares in Q2 2026, an estimated $1.64K.
  • Duke Energy made up 0.08% of Drive Wealth Management's portfolio in Q2 2026, its #220 holding.
  • Drive Wealth Management first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Drive Wealth Management's Duke Energy position peaked at $443K in Q1 2026.
  • 2,481 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.