HighMark Wealth Management’s Duke Energy DUK Stock Holding History

HighMark 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 Q1	$4.84K	Hold	37	–	–	﹤0.01%	384
2025 Q4	$4.34K	Hold	37	–	–	﹤0.01%	423
2025 Q3	$4.58K	Buy	37 +32	+640%	+$3.88K	﹤0.01%	409
2025 Q2	$590	Hold	5	–	–	﹤0.01%	552
2025 Q1	$610	Hold	5	–	–	﹤0.01%	513
2024 Q4	$539	Hold	5	–	–	﹤0.01%	527
2024 Q3	$577	Hold	5	–	–	﹤0.01%	540
2024 Q2	$501	Buy	+5	New	+$500	﹤0.01%	538

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighMark Wealth Management's DUK Position: Q1 2026 in Review

HighMark Wealth Management held its Duke Energy (DUK) position steady in Q1 2026 at 37 shares worth $4.84K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

HighMark Wealth Management first reported a position in DUK in Q2 2024 and has held it in 8 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

HighMark Wealth Management held 37 shares of Duke Energy worth $4.84K as of Q1 2026.
HighMark Wealth Management left its Duke Energy share count unchanged in Q1 2026.
Duke Energy made up ﹤0.01% of HighMark Wealth Management's portfolio in Q1 2026, its #384 holding.
HighMark Wealth Management first reported a position in Duke Energy in Q2 2024 and has held it in 8 quarters since.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.