FWI
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Facet Wealth Inc’s Duke Energy DUK Stock Holding History

Facet Wealth Inc’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 		$417K Buy
3,297
+793
+32% +$100K 0.01% 247
2026
Q1 		$328K Buy
2,504
+443
+21% +$55.4K 0.01% 241
2025
Q4 		$248K Buy
2,061
+339
+20% +$41.4K ﹤0.01% 250
2025
Q3 		$213K Buy
+1,722
New +$209K ﹤0.01% 208
2025
Q1 		– Sell
-1,771
Closed -$204K – 144
2024
Q4 		$204K Buy
+1,771
New +$201K 0.01% 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

Facet Wealth Inc's DUK Position: Q2 2026 in Review

Facet Wealth Inc increased its Duke Energy (DUK) stake by 32% in Q2 2026, buying an estimated $100K and bringing the position to 3,297 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #247.

Facet Wealth Inc first reported a position in DUK in Q4 2024 and has held it in 5 quarters since. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Facet Wealth Inc held 3,297 shares of Duke Energy worth $417K as of Q2 2026.
  • Facet Wealth Inc bought 793 Duke Energy shares in Q2 2026, an estimated $100K.
  • Duke Energy made up 0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #247 holding.
  • Facet Wealth Inc first reported a position in Duke Energy in Q4 2024 and has held it in 5 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.