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High Note Wealth’s Duke Energy DUK Stock Holding History

High Note Wealth’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 		$25.6K Buy
202
+41
+25% +$5.17K ﹤0.01% 259
2026
Q1 		$21.1K Buy
161
+23
+17% +$2.88K ﹤0.01% 270
2025
Q4 		$16.2K Buy
138
+16
+13% +$1.95K ﹤0.01% 284
2025
Q3 		$15.1K Buy
122
+1
+0.8% +$121 ﹤0.01% 276
2025
Q2 		$14.3K Hold
121
– – ﹤0.01% 269
2025
Q1 		$14.8K Hold
121
– – ﹤0.01% 255
2024
Q4 		$13K Buy
+121
New +$13.7K ﹤0.01% 267

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

High Note Wealth's DUK Position: Q2 2026 in Review

High Note Wealth increased its Duke Energy (DUK) stake by 25% in Q2 2026, buying an estimated $5.17K and bringing the position to 202 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

High Note Wealth first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • High Note Wealth held 202 shares of Duke Energy worth $25.6K as of Q2 2026.
  • High Note Wealth bought 41 Duke Energy shares in Q2 2026, an estimated $5.17K.
  • Duke Energy made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #259 holding.
  • High Note Wealth first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.