JWM
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JPL Wealth Management's DUK Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Duke Energy (DUK) in Q1 2026: 913 shares worth $120K. The stake represents 0.03% of the portfolio and ranks #147 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in DUK as recently as Q3 2025.

JPL Wealth Management first reported a position in DUK in Q3 2025 and has held it in 2 quarters since. The position peaked at $135K in Q3 2025. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • JPL Wealth Management held 913 shares of Duke Energy worth $120K as of Q1 2026.
  • Duke Energy was a new JPL Wealth Management position in Q1 2026.
  • Duke Energy made up 0.03% of JPL Wealth Management's portfolio in Q1 2026, its #147 holding.
  • JPL Wealth Management first reported a position in Duke Energy in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Duke Energy position peaked at $135K in Q3 2025.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.