FDW
DUK icon

Fourth Dimension Wealth’s Duke Energy DUK Stock Holding History

Fourth Dimension Wealth’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 		$523K Buy
4,133
+347
+9% +$43.8K 0.17% 94
2026
Q1 		$496K Buy
3,786
+389
+11% +$48.6K 0.19% 77
2025
Q4 		$398K Buy
3,397
+206
+6% +$25.2K 0.15% 89
2025
Q3 		$395K Buy
3,191
+1,849
+138% +$224K 0.15% 86
2025
Q2 		$158K Buy
1,342
+574
+75% +$67.7K 0.07% 145
2025
Q1 		$93.7K Buy
768
+100
+15% +$11.4K 0.05% 171
2024
Q4 		$82.7K Buy
+668
New +$75.7K 0.04% 174

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

Fourth Dimension Wealth's DUK Position: Q2 2026 in Review

Fourth Dimension Wealth increased its Duke Energy (DUK) stake by 9.2% in Q2 2026, buying an estimated $43.8K and bringing the position to 4,133 shares worth $523K. The position accounts for 0.17% of the portfolio, ranked #94.

Fourth Dimension Wealth first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Fourth Dimension Wealth held 4,133 shares of Duke Energy worth $523K as of Q2 2026.
  • Fourth Dimension Wealth bought 347 Duke Energy shares in Q2 2026, an estimated $43.8K.
  • Duke Energy made up 0.17% of Fourth Dimension Wealth's portfolio in Q2 2026, its #94 holding.
  • Fourth Dimension Wealth first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.