JWM
DUK icon

JPL Wealth Management’s Duke Energy DUK Stock Holding History

JPL 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 		$128K Buy
1,009
+96
+11% +$12.1K 0.03% 159
2026
Q1 		$120K Buy
+913
New +$114K 0.03% 147
2025
Q4 		– Sell
-1,092
Closed -$135K – 392
2025
Q3 		$135K Buy
+1,092
New +$133K 0.03% 151

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

JPL Wealth Management's DUK Position: Q2 2026 in Review

JPL Wealth Management increased its Duke Energy (DUK) stake by 11% in Q2 2026, buying an estimated $12.1K and bringing the position to 1,009 shares worth $128K. The position accounts for 0.03% of the portfolio, ranked #159.

JPL Wealth Management first reported a position in DUK in Q3 2025 and has held it in 3 quarters since. The position peaked at $135K in Q3 2025. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • JPL Wealth Management held 1,009 shares of Duke Energy worth $128K as of Q2 2026.
  • JPL Wealth Management bought 96 Duke Energy shares in Q2 2026, an estimated $12.1K.
  • Duke Energy made up 0.03% of JPL Wealth Management's portfolio in Q2 2026, its #159 holding.
  • JPL Wealth Management first reported a position in Duke Energy in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Duke Energy position peaked at $135K in Q3 2025.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.