FFWM
DUK icon

Future Financial Wealth Management’s Duke Energy DUK Stock Holding History

Future Financial 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 		$813K Sell
6,291
-45
-0.7% -$5.68K 0.51% 39
2026
Q1 		$811K Buy
6,336
+24
+0.4% +$3K 0.52% 38
2025
Q4 		$755K Buy
6,312
+120
+2% +$14.7K 0.51% 38
2025
Q3 		$766K Sell
6,192
-13
-0.2% -$1.58K 0.48% 40
2025
Q2 		$732K Buy
6,205
+26
+0.4% +$3.07K 0.5% 37
2025
Q1 		$754K Buy
6,179
+25
+0.4% +$2.85K 0.55% 34
2024
Q4 		$663K Sell
6,154
-1,424
-19% -$161K 0.48% 42
2024
Q3 		$874K Sell
7,578
-41
-0.5% -$4.56K 0.62% 36
2024
Q2 		$764K Buy
7,619
+977
+15% +$97.7K 0.67% 39
2024
Q1 		$642K Buy
6,642
+24
+0.4% +$2.28K 0.49% 41
2023
Q4 		$642K Buy
6,618
+24
+0.4% +$2.18K 0.64% 42
2023
Q3 		$582K Buy
6,594
+419
+7% +$38.4K 0.65% 41
2023
Q2 		$554K Buy
6,175
+20
+0.3% +$1.89K 0.58% 42
2023
Q1 		$585K Sell
6,155
-1,116
-15% -$110K 0.65% 43
2022
Q4 		$749K Buy
7,271
+34
+0.5% +$3.26K 0.85% 39
2022
Q3 		$776K Buy
7,237
+17
+0.2% +$1.83K 0.89% 39
2022
Q2 		$806K Hold
7,220
– – 0.79% 49
2022
Q1 		$806K Buy
7,220
+1,050
+17% +$109K 0.67% 49
2021
Q4 		$639K Buy
6,170
+73
+1% +$7.4K 0.51% 56
2021
Q3 		$602K Hold
6,097
– – 0.62% 58
2021
Q2 		$602K Buy
6,097
+4
+0.1% +$402 0.62% 58
2021
Q1 		$588K Buy
6,093
+5
+0.1% +$456 0.68% 50
2020
Q4 		$557K Buy
+6,088
New +$563K 0.64% 52

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

Future Financial Wealth Management's DUK Position: Q2 2026 in Review

Future Financial Wealth Management reduced its Duke Energy (DUK) stake by 0.71% in Q2 2026, selling an estimated $5.68K and leaving 6,291 shares worth $813K. The position accounts for 0.51% of the portfolio, ranked #39.

Future Financial Wealth Management first reported a position in DUK in Q4 2020 and has held it in 23 quarters since. The position peaked at $874K in Q3 2024. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Future Financial Wealth Management held 6,291 shares of Duke Energy worth $813K as of Q2 2026.
  • Future Financial Wealth Management sold 45 Duke Energy shares in Q2 2026, an estimated $5.68K.
  • Duke Energy made up 0.51% of Future Financial Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Future Financial Wealth Management first reported a position in Duke Energy in Q4 2020 and has held it in 23 quarters since.
  • Future Financial Wealth Management's Duke Energy position peaked at $874K in Q3 2024.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.