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Capstone Wealth Management Group, Inc.’s Duke Energy DUK Stock Holding History

Capstone Wealth Management Group, Inc.’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 		$217K Buy
+1,712
New +$216K 0.13% 118

Other funds holding DUK

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Capstone Wealth Management Group, Inc.'s DUK Position: Q2 2026 in Review

Capstone Wealth Management Group, Inc. opened a new position in Duke Energy (DUK) in Q2 2026: 1,712 shares worth $217K. The stake represents 0.13% of the portfolio and ranks #118 among its holdings.

1,001 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Capstone Wealth Management Group, Inc. held 1,712 shares of Duke Energy worth $217K as of Q2 2026.
  • Duke Energy was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
  • Duke Energy made up 0.13% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #118 holding.
  • 1,001 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Capstone Wealth Management Group, Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.