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Intentional Wealth Strategies’s Duke Energy DUK Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-28
Closed -$3.67K – 303
2026
Q1 		$3.67K Buy
+28
New +$3.5K ﹤0.01% 540

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

Intentional Wealth Strategies's DUK Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 28 shares — an estimated $3.67K sold.

Intentional Wealth Strategies first reported a position in DUK in Q1 2026 and held it in 1 quarter. The position peaked at $3.67K in Q1 2026. 2,475 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 28 Duke Energy shares in Q2 2026, an estimated $3.67K.
  • Intentional Wealth Strategies first reported a position in Duke Energy in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Duke Energy position peaked at $3.67K in Q1 2026.
  • 2,475 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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