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Impact Partnership Wealth’s Duke Energy DUK Stock Holding History

Impact Partnership Wealth’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 		$231K Sell
1,828
-2,459
-57% -$310K 0.02% 391
2026
Q1 		$561K Sell
4,287
-1,022
-19% -$128K 0.07% 184
2025
Q4 		$622K Buy
+5,309
New +$648K 0.08% 166
2024
Q2 		– Sell
-276
Closed -$26.7K – 332
2024
Q1 		$26.7K Sell
276
-156
-36% -$14.8K 0.01% 365
2023
Q4 		$41.9K Sell
432
-1,290
-75% -$117K 0.02% 355
2023
Q3 		$152K Buy
1,722
+1,410
+452% +$129K 0.05% 224
2023
Q2 		$28K Buy
+312
New +$29.4K 0.01% 305

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

Impact Partnership Wealth's DUK Position: Q2 2026 in Review

Impact Partnership Wealth reduced its Duke Energy (DUK) stake by 57% in Q2 2026, selling an estimated $310K and leaving 1,828 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #391.

Impact Partnership Wealth first reported a position in DUK in Q2 2023 and has held it in 7 quarters since. The position peaked at $622K in Q4 2025. 2,496 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Impact Partnership Wealth held 1,828 shares of Duke Energy worth $231K as of Q2 2026.
  • Impact Partnership Wealth sold 2,459 Duke Energy shares in Q2 2026, an estimated $310K.
  • Duke Energy made up 0.02% of Impact Partnership Wealth's portfolio in Q2 2026, its #391 holding.
  • Impact Partnership Wealth first reported a position in Duke Energy in Q2 2023 and has held it in 7 quarters since.
  • Impact Partnership Wealth's Duke Energy position peaked at $622K in Q4 2025.
  • 2,496 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.