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
Q2 		$184K Buy
1,454
+14
+1% +$1.77K 0.1% 113
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 $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

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

IMG Wealth Management increased its Duke Energy (DUK) stake by 0.97% in Q2 2026, buying an estimated $1.77K and bringing the position to 1,454 shares worth $184K. The position accounts for 0.1% of the portfolio, ranked #113.

IMG Wealth Management first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $200K in Q3 2025. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • IMG Wealth Management held 1,454 shares of Duke Energy worth $184K as of Q2 2026.
  • IMG Wealth Management bought 14 Duke Energy shares in Q2 2026, an estimated $1.77K.
  • Duke Energy made up 0.1% of IMG Wealth Management's portfolio in Q2 2026, its #113 holding.
  • IMG Wealth Management first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • IMG Wealth Management's Duke Energy position peaked at $200K in Q3 2025.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.