HPWM
DUK icon

High Point Wealth Management’s Duke Energy DUK Stock Holding History

High Point 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
Q2 		$776K Buy
6,132
+618
+11% +$78K 0.63% 38
2026
Q1 		$722K Buy
5,514
+174
+3% +$21.8K 0.7% 36
2025
Q4 		$626K Buy
+5,340
New +$652K 0.59% 39

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

High Point Wealth Management's DUK Position: Q2 2026 in Review

High Point Wealth Management increased its Duke Energy (DUK) stake by 11% in Q2 2026, buying an estimated $78K and bringing the position to 6,132 shares worth $776K. The position accounts for 0.63% of the portfolio, ranked #38.

High Point Wealth Management first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. 1,614 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • High Point Wealth Management held 6,132 shares of Duke Energy worth $776K as of Q2 2026.
  • High Point Wealth Management bought 618 Duke Energy shares in Q2 2026, an estimated $78K.
  • Duke Energy made up 0.63% of High Point Wealth Management's portfolio in Q2 2026, its #38 holding.
  • High Point Wealth Management first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.