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GeoWealth Management’s Duke Energy DUK Stock Holding History

GeoWealth 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 		$480K Sell
3,795
-477
-11% -$60.2K 0.02% 510
2026
Q1 		$559K Buy
4,272
+236
+6% +$29.5K 0.02% 448
2025
Q4 		$473K Sell
4,036
-645
-14% -$78.8K 0.02% 454
2025
Q3 		$579K Buy
4,681
+2,574
+122% +$312K 0.02% 416
2025
Q2 		$249K Buy
2,107
+128
+6% +$15.1K 0.01% 596
2025
Q1 		$241K Sell
1,979
-289
-13% -$32.9K 0.01% 606
2024
Q4 		$244K Sell
2,268
-15,444
-87% -$1.75M 0.01% 686
2024
Q3 		$2.04M Buy
17,712
+1,690
+11% +$188K 0.07% 183
2024
Q2 		$1.61M Buy
16,022
+3,283
+26% +$328K 0.07% 187
2024
Q1 		$1.23M Buy
12,739
+4,348
+52% +$412K 0.05% 253
2023
Q4 		$814K Buy
8,391
+7,788
+1,292% +$708K 0.07% 242
2023
Q3 		$54K Buy
603
+399
+196% +$36.6K 0.01% 387
2023
Q2 		$19K Buy
204
+186
+1,033% +$17.6K ﹤0.01% 377
2023
Q1 		$2K Buy
+18
New +$1.78K ﹤0.01% 365

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

GeoWealth Management's DUK Position: Q2 2026 in Review

GeoWealth Management reduced its Duke Energy (DUK) stake by 11% in Q2 2026, selling an estimated $60.2K and leaving 3,795 shares worth $480K. The position accounts for 0.02% of the portfolio, ranked #510.

GeoWealth Management first reported a position in DUK in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.04M in Q3 2024. 2,496 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • GeoWealth Management held 3,795 shares of Duke Energy worth $480K as of Q2 2026.
  • GeoWealth Management sold 477 Duke Energy shares in Q2 2026, an estimated $60.2K.
  • Duke Energy made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #510 holding.
  • GeoWealth Management first reported a position in Duke Energy in Q1 2023 and has held it in 14 quarters since.
  • GeoWealth Management's Duke Energy position peaked at $2.04M in Q3 2024.
  • 2,496 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.