JRPIM
DUK icon

Journey Retirement Planning & Investment Management’s Duke Energy DUK Stock Holding History

Journey Retirement Planning & Investment 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 		$707K Buy
5,587
+706
+14% +$89.1K 0.55% 50
2026
Q1 		$639K Sell
4,881
-10,711
-69% -$1.34M 0.56% 56
2025
Q4 		$1.83M Buy
+15,592
New +$1.9M 0.38% 72

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Journey Retirement Planning & Investment Management's DUK Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Duke Energy (DUK) stake by 14% in Q2 2026, buying an estimated $89.1K and bringing the position to 5,587 shares worth $707K. The position accounts for 0.55% of the portfolio, ranked #50.

Journey Retirement Planning & Investment Management first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.83M in Q4 2025. 1,686 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 5,587 shares of Duke Energy worth $707K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 706 Duke Energy shares in Q2 2026, an estimated $89.1K.
  • Duke Energy made up 0.55% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #50 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Duke Energy position peaked at $1.83M in Q4 2025.
  • 1,686 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.