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FWL Investment Management’s Duke Energy DUK Stock Holding History

FWL Investment 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 		$44.2K Buy
349
+25
+8% +$3.15K 0.01% 211
2026
Q1 		$42.4K Sell
324
-171
-35% -$21.4K 0.01% 174
2025
Q4 		$58K Buy
495
+126
+34% +$15.4K 0.01% 146
2025
Q3 		$45.7K Buy
369
+45
+14% +$5.46K 0.01% 153
2025
Q2 		$38.2K Hold
324
– – 0.01% 165
2025
Q1 		$39.5K Hold
324
– – 0.01% 147
2024
Q4 		$34.9K Hold
324
– – 0.01% 166
2024
Q3 		$37.4K Buy
324
+174
+116% +$19.4K 0.01% 143
2024
Q2 		$15K Buy
150
+30
+25% +$3K 0.01% 166
2024
Q1 		$11.6K Buy
+120
New +$11.4K 0.01% 155
2023
Q1 		– Sell
-69
Closed -$7.11K – 102
2022
Q4 		$7.11K Buy
+69
New +$6.62K 0.01% 144

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 $3.38T AUM 44.17% 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

FWL Investment Management's DUK Position: Q2 2026 in Review

FWL Investment Management increased its Duke Energy (DUK) stake by 7.7% in Q2 2026, buying an estimated $3.15K and bringing the position to 349 shares worth $44.2K. The position accounts for 0.01% of the portfolio, ranked #211.

FWL Investment Management first reported a position in DUK in Q4 2022 and has held it in 11 quarters since. The position peaked at $58K in Q4 2025. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • FWL Investment Management held 349 shares of Duke Energy worth $44.2K as of Q2 2026.
  • FWL Investment Management bought 25 Duke Energy shares in Q2 2026, an estimated $3.15K.
  • Duke Energy made up 0.01% of FWL Investment Management's portfolio in Q2 2026, its #211 holding.
  • FWL Investment Management first reported a position in Duke Energy in Q4 2022 and has held it in 11 quarters since.
  • FWL Investment Management's Duke Energy position peaked at $58K in Q4 2025.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.