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International Private Wealth Advisors’s Duke Energy DUK Stock Holding History

International Private Wealth Advisors’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
-8,530
Closed -$1.12M – 165
2026
Q1 		$1.12M Sell
8,530
-426
-5% -$53.3K 0.68% 37
2025
Q4 		$1.05M Buy
8,956
+2,411
+37% +$294K 0.66% 45
2025
Q3 		$810K Buy
6,545
+3,054
+87% +$371K 0.51% 45
2025
Q2 		$412K Buy
3,491
+658
+23% +$77.6K 0.35% 77
2025
Q1 		$346K Buy
2,833
+94
+3% +$10.7K 0.33% 93
2024
Q4 		$295K Buy
+2,739
New +$310K 0.29% 97

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

International Private Wealth Advisors's DUK Position: Q2 2026 in Review

International Private Wealth Advisors sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 8,530 shares — an estimated $1.12M sold.

International Private Wealth Advisors first reported a position in DUK in Q4 2024 and held it in 6 quarters. The position peaked at $1.12M in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • International Private Wealth Advisors reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • International Private Wealth Advisors sold 8,530 Duke Energy shares in Q2 2026, an estimated $1.12M.
  • International Private Wealth Advisors first reported a position in Duke Energy in Q4 2024 and held it in 6 quarters.
  • International Private Wealth Advisors's Duke Energy position peaked at $1.12M in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.