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Gen-Wealth Partners’s Duke Energy DUK Stock Holding History

Gen-Wealth Partners’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 		$78.9K Hold
623
– – 0.02% 357
2026
Q1 		$81.6K Buy
623
+76
+14% +$9.5K 0.03% 353
2025
Q4 		$64.1K Sell
547
-39
-7% -$4.76K 0.02% 367
2025
Q3 		$72.5K Hold
586
– – 0.02% 359
2025
Q2 		$69.1K Buy
586
+14
+2% +$1.65K 0.03% 314
2025
Q1 		$69.8K Sell
572
-55
-9% -$6.27K 0.03% 309
2024
Q4 		$67.6K Sell
627
-223
-26% -$25.3K 0.03% 336
2024
Q3 		$96.9K Buy
850
+100
+13% +$11.1K 0.04% 289
2024
Q2 		$75.2K Sell
750
-1,090
-59% -$109K 0.04% 322
2024
Q1 		$178K Buy
+1,840
New +$175K 0.09% 220

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

Gen-Wealth Partners's DUK Position: Q2 2026 in Review

Gen-Wealth Partners held its Duke Energy (DUK) position steady in Q2 2026 at 623 shares worth $78.9K. The position accounts for 0.02% of the portfolio, ranked #357.

Gen-Wealth Partners first reported a position in DUK in Q1 2024 and has held it in 10 quarters since. The position peaked at $178K in Q1 2024. 2,495 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Gen-Wealth Partners held 623 shares of Duke Energy worth $78.9K as of Q2 2026.
  • Gen-Wealth Partners left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.02% of Gen-Wealth Partners's portfolio in Q2 2026, its #357 holding.
  • Gen-Wealth Partners first reported a position in Duke Energy in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Duke Energy position peaked at $178K in Q1 2024.
  • 2,495 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.