Journey Strategic Wealth’s Duke Energy DUK Stock Holding History

Journey Strategic 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 Q1	$1.51M	Buy	11,566 +1,596	+16%	+$200K	0.04%	131
2025 Q4	$1.17M	Buy	9,970 +644	+7%	+$78.6K	0.03%	150
2025 Q3	$1.15M	Buy	9,326 +1,034	+12%	+$125K	0.03%	148
2025 Q2	$978K	Buy	8,292 +4,222	+104%	+$498K	0.03%	170
2025 Q1	$496K	Sell	4,070 -23	-0.6%	-$2.62K	0.02%	229
2024 Q4	$441K	Buy	4,093 +599	+17%	+$67.9K	0.02%	245
2024 Q3	$403K	Buy	+3,494	New	+$389K	0.01%	259
2023 Q1	–	Sell	-2,490	Closed	-$256K	–	262
2022 Q4	$256K	Sell	2,490 -810	-25%	-$77.8K	0.03%	162
2022 Q3	$307K	Buy	+3,300	New	+$354K	0.04%	104
2022 Q2	–	Sell	-3,326	Closed	-$371K	–	151
2022 Q1	$371K	Buy	3,326 +46	+1%	+$4.78K	0.04%	81
2021 Q4	$344K	Buy	+3,280	New	+$333K	0.04%	109

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Journey Strategic Wealth's DUK Position: Q1 2026 in Review

Journey Strategic Wealth increased its Duke Energy (DUK) stake by 16% in Q1 2026, buying an estimated $200K and bringing the position to 11,566 shares worth $1.51M. The position accounts for 0.04% of the portfolio, ranked #131.

Journey Strategic Wealth first reported a position in DUK in Q4 2021 and has held it in 11 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Journey Strategic Wealth held 11,566 shares of Duke Energy worth $1.51M as of Q1 2026.
Journey Strategic Wealth bought 1,596 Duke Energy shares in Q1 2026, an estimated $200K.
Duke Energy made up 0.04% of Journey Strategic Wealth's portfolio in Q1 2026, its #131 holding.
Journey Strategic Wealth first reported a position in Duke Energy in Q4 2021 and has held it in 11 quarters since.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.