IWP
DUK icon

IAG Wealth Partners’s Duke Energy DUK Stock Holding History

IAG Wealth Partners’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 		$17.2K Sell
136
-139
-51% -$17.5K ﹤0.01% 327
2026
Q1 		$36K Buy
275
+167
+155% +$20.9K ﹤0.01% 239
2025
Q4 		$12.7K Hold
108
– – ﹤0.01% 337
2025
Q3 		$13.4K Sell
108
-192
-64% -$23.3K ﹤0.01% 351
2025
Q2 		$35.4K Hold
300
– – ﹤0.01% 226
2025
Q1 		$36.6K Sell
300
-74
-20% -$8.44K 0.01% 222
2024
Q4 		$40.3K Buy
+374
New +$42.4K 0.01% 207
2022
Q2 		– Sell
-16
Closed -$2K – 444
2022
Q1 		$2K Buy
+16
New +$1.66K ﹤0.01% 397

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

IAG Wealth Partners's DUK Position: Q2 2026 in Review

IAG Wealth Partners reduced its Duke Energy (DUK) stake by 51% in Q2 2026, selling an estimated $17.5K and leaving 136 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

IAG Wealth Partners first reported a position in DUK in Q1 2022 and has held it in 8 quarters since. The position peaked at $40.3K in Q4 2024. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • IAG Wealth Partners held 136 shares of Duke Energy worth $17.2K as of Q2 2026.
  • IAG Wealth Partners sold 139 Duke Energy shares in Q2 2026, an estimated $17.5K.
  • Duke Energy made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #327 holding.
  • IAG Wealth Partners first reported a position in Duke Energy in Q1 2022 and has held it in 8 quarters since.
  • IAG Wealth Partners's Duke Energy position peaked at $40.3K in Q4 2024.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.