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EPG Wealth Management’s Duke Energy DUK Stock Holding History

EPG 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 		$1.14M Buy
9,041
+2,522
+39% +$318K 0.27% 89
2026
Q1 		$854K Buy
6,519
+358
+6% +$44.8K 0.23% 114
2025
Q4 		$722K Sell
6,161
-3
-0% -$366 0.19% 121
2025
Q3 		$763K Buy
6,164
+359
+6% +$43.6K 0.21% 121
2025
Q2 		$685K Sell
5,805
-2,674
-32% -$316K 0.21% 121
2025
Q1 		$1.03M Buy
8,479
+129
+2% +$14.7K 0.29% 101
2024
Q4 		$900K Sell
8,350
-69
-0.8% -$7.82K 0.24% 115
2024
Q3 		$971K Buy
+8,419
New +$937K 0.24% 111
2024
Q2 		– Sell
-9,945
Closed -$995K – 107
2024
Q1 		$962K Buy
9,945
+706
+8% +$67K 0.24% 111
2023
Q4 		$846K Buy
9,239
+187
+2% +$17K 0.22% 120
2023
Q3 		$799K Buy
9,052
+511
+6% +$46.8K 0.24% 105
2023
Q2 		$766K Buy
8,541
+152
+2% +$14.3K 0.23% 108
2023
Q1 		$809K Buy
8,389
+1,512
+22% +$149K 0.26% 93
2022
Q4 		$708K Sell
6,877
-105
-2% -$10.1K 0.27% 85
2022
Q3 		$650K Buy
6,982
+351
+5% +$37.7K 0.27% 86
2022
Q2 		$711K Sell
6,631
-317
-5% -$34.9K 0.3% 78
2022
Q1 		$776K Buy
6,948
+529
+8% +$54.9K 0.27% 75
2021
Q4 		$673K Buy
6,419
+71
+1% +$7.2K 0.24% 85
2021
Q3 		$619K Buy
6,348
+908
+17% +$94K 0.25% 87
2021
Q2 		$537K Buy
5,440
+314
+6% +$31.5K 0.23% 102
2021
Q1 		$495K Buy
5,126
+34
+0.7% +$3.1K 0.24% 95
2020
Q4 		$466K Sell
5,092
-472
-8% -$43.7K 0.28% 82
2020
Q3 		$493K Sell
5,564
-1,036
-16% -$85.4K 0.36% 62
2020
Q2 		$527K Buy
6,600
+249
+4% +$21K 0.37% 69
2020
Q1 		$514K Buy
6,351
+4,686
+281% +$430K 0.38% 59
2019
Q4 		$152K Buy
+1,665
New +$153K 0.11% 119

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

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

EPG Wealth Management increased its Duke Energy (DUK) stake by 39% in Q2 2026, buying an estimated $318K and bringing the position to 9,041 shares worth $1.14M. The position accounts for 0.27% of the portfolio, ranked #89.

EPG Wealth Management first reported a position in DUK in Q4 2019 and has held it in 26 quarters since. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • EPG Wealth Management held 9,041 shares of Duke Energy worth $1.14M as of Q2 2026.
  • EPG Wealth Management bought 2,522 Duke Energy shares in Q2 2026, an estimated $318K.
  • Duke Energy made up 0.27% of EPG Wealth Management's portfolio in Q2 2026, its #89 holding.
  • EPG Wealth Management first reported a position in Duke Energy in Q4 2019 and has held it in 26 quarters since.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.