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 Q2	$11K	Buy	87 +50	+135%	+$6.31K	﹤0.01%	305
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

HighMark Wealth Management's DUK Position: Q2 2026 in Review

HighMark Wealth Management increased its Duke Energy (DUK) stake by 135% in Q2 2026, buying an estimated $6.31K and bringing the position to 87 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

HighMark Wealth Management first reported a position in DUK in Q2 2024 and has held it in 9 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

HighMark Wealth Management held 87 shares of Duke Energy worth $11K as of Q2 2026.
HighMark Wealth Management bought 50 Duke Energy shares in Q2 2026, an estimated $6.31K.
Duke Energy made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #305 holding.
HighMark Wealth Management first reported a position in Duke Energy in Q2 2024 and has held it in 9 quarters since.
2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.