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Institute for Wealth Management’s Duke Energy DUK Stock Holding History

Institute for 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 		$172K Buy
+1,360
New +$172K 0.02% 547
2019
Q3 		– Sell
-2,461
Closed -$217K – 436
2019
Q2 		$217K Buy
2,461
+225
+10% +$19.9K 0.05% 417
2019
Q1 		$201K Buy
+2,236
New +$197K 0.04% 414
2013
Q3 		– Sell
-66
Closed -$4K – 80
2013
Q2 		$4K Buy
+66
New +$4.67K ﹤0.01% 101

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's DUK Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Duke Energy (DUK) in Q2 2026: 1,360 shares worth $172K. The stake represents 0.02% of the portfolio and ranks #547 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in DUK as recently as Q2 2019.

Institute for Wealth Management first reported a position in DUK in Q2 2013 and has held it in 4 quarters since. The position peaked at $217K in Q2 2019. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Institute for Wealth Management held 1,360 shares of Duke Energy worth $172K as of Q2 2026.
  • Duke Energy was a new Institute for Wealth Management position in Q2 2026.
  • Duke Energy made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #547 holding.
  • Institute for Wealth Management first reported a position in Duke Energy in Q2 2013 and has held it in 4 quarters since.
  • Institute for Wealth Management's Duke Energy position peaked at $217K in Q2 2019.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.