LWMNY
DUK icon

Landmark Wealth Management (New York)’s Duke Energy DUK Stock Holding History

Landmark Wealth Management (New York)’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 		$251K Buy
+1,916
New +$240K 0.07% 135
2022
Q2 		– Sell
-883
Closed -$883 – 81
2022
Q1 		$883 Buy
+883
New +$91.7K ﹤0.01% 106

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 $315B AUM 27.84% 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

Landmark Wealth Management (New York)'s DUK Position: Q1 2026 in Review

Landmark Wealth Management (New York) opened a new position in Duke Energy (DUK) in Q1 2026: 1,916 shares worth $251K. The stake represents 0.07% of the portfolio and ranks #135 among its holdings. This is a return to the name: Landmark Wealth Management (New York) previously reported a position in DUK as recently as Q1 2022.

Landmark Wealth Management (New York) first reported a position in DUK in Q1 2022 and has held it in 2 quarters since. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Landmark Wealth Management (New York) held 1,916 shares of Duke Energy worth $251K as of Q1 2026.
  • Duke Energy was a new Landmark Wealth Management (New York) position in Q1 2026.
  • Duke Energy made up 0.07% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #135 holding.
  • Landmark Wealth Management (New York) first reported a position in Duke Energy in Q1 2022 and has held it in 2 quarters since.
  • 2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.