IPW
DUK icon

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
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 $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

Impact Partnership Wealth's DUK Position: Q1 2026 in Review

Impact Partnership Wealth reduced its Duke Energy (DUK) stake by 19% in Q1 2026, selling an estimated $128K and leaving 4,287 shares worth $561K. The position accounts for 0.07% of the portfolio, ranked #184.

Impact Partnership Wealth first reported a position in DUK in Q2 2023 and has held it in 6 quarters since. The position peaked at $622K in Q4 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Impact Partnership Wealth held 4,287 shares of Duke Energy worth $561K as of Q1 2026.
  • Impact Partnership Wealth sold 1,022 Duke Energy shares in Q1 2026, an estimated $128K.
  • Duke Energy made up 0.07% of Impact Partnership Wealth's portfolio in Q1 2026, its #184 holding.
  • Impact Partnership Wealth first reported a position in Duke Energy in Q2 2023 and has held it in 6 quarters since.
  • Impact Partnership Wealth's Duke Energy position peaked at $622K in Q4 2025.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.