IWM
DUK icon

IMG Wealth Management’s Duke Energy DUK Stock Holding History

IMG 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 		$189K Sell
1,440
-199
-12% -$24.9K 0.12% 103
2025
Q4 		$192K Buy
1,639
+22
+1% +$2.69K 0.12% 99
2025
Q3 		$200K Hold
1,617
– – 0.14% 86
2025
Q2 		$191K Buy
1,617
+252
+18% +$29.7K 0.15% 84
2025
Q1 		$166K Hold
1,365
– – 0.15% 78
2024
Q4 		$147K Buy
+1,365
New +$155K 0.14% 84

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

IMG Wealth Management reduced its Duke Energy (DUK) stake by 12% in Q1 2026, selling an estimated $24.9K and leaving 1,440 shares worth $189K. The position accounts for 0.12% of the portfolio, ranked #103.

IMG Wealth Management first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. The position peaked at $200K in Q3 2025. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • IMG Wealth Management held 1,440 shares of Duke Energy worth $189K as of Q1 2026.
  • IMG Wealth Management sold 199 Duke Energy shares in Q1 2026, an estimated $24.9K.
  • Duke Energy made up 0.12% of IMG Wealth Management's portfolio in Q1 2026, its #103 holding.
  • IMG Wealth Management first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • IMG Wealth Management's Duke Energy position peaked at $200K in Q3 2025.
  • 2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.