IW
DUK icon

Imprint Wealth’s Duke Energy DUK Stock Holding History

Imprint 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 		$13.5K Hold
107
– – 0.06% 112
2026
Q1 		$14K Hold
107
– – 0.06% 99
2025
Q4 		$12.5K Sell
107
-211
-66% -$25.8K 0.06% 128
2025
Q3 		$39.4K Buy
+318
New +$38.6K 0.13% 78
2024
Q1 		$1.54M Buy
16,081
+4,021
+33% +$381K 0.37% 63
2023
Q4 		$1.17M Sell
12,060
-598
-5% -$54.4K 0.94% 34
2023
Q3 		$1.12M Buy
12,658
+121
+1% +$11.1K 0.94% 33
2023
Q2 		$1.13M Sell
12,537
-247
-2% -$23.3K 0.71% 40
2023
Q1 		$1.23M Buy
+12,784
New +$1.26M 0.81% 31

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

Imprint Wealth's DUK Position: Q2 2026 in Review

Imprint Wealth held its Duke Energy (DUK) position steady in Q2 2026 at 107 shares worth $13.5K. The position accounts for 0.06% of the portfolio, ranked #112.

Imprint Wealth first reported a position in DUK in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.54M in Q1 2024. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Imprint Wealth held 107 shares of Duke Energy worth $13.5K as of Q2 2026.
  • Imprint Wealth left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.06% of Imprint Wealth's portfolio in Q2 2026, its #112 holding.
  • Imprint Wealth first reported a position in Duke Energy in Q1 2023 and has held it in 9 quarters since.
  • Imprint Wealth's Duke Energy position peaked at $1.54M in Q1 2024.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Imprint Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.