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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Future Financial Wealth Management's DUK Position: Q1 2026 in Review

Future Financial Wealth Management increased its Duke Energy (DUK) stake by 0.38% in Q1 2026, buying an estimated $3K and bringing the position to 6,336 shares worth $811K. The position accounts for 0.52% of the portfolio, ranked #38.

Future Financial Wealth Management first reported a position in DUK in Q4 2020 and has held it in 22 quarters since. The position peaked at $874K in Q3 2024. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Future Financial Wealth Management held 6,336 shares of Duke Energy worth $811K as of Q1 2026.
  • Future Financial Wealth Management bought 24 Duke Energy shares in Q1 2026, an estimated $3K.
  • Duke Energy made up 0.52% of Future Financial Wealth Management's portfolio in Q1 2026, its #38 holding.
  • Future Financial Wealth Management first reported a position in Duke Energy in Q4 2020 and has held it in 22 quarters since.
  • Future Financial Wealth Management's Duke Energy position peaked at $874K in Q3 2024.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Future Financial Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.