LWM
DUK icon

Level Wealth Management’s Duke Energy DUK Stock Holding History

Level 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 		$625K Buy
4,775
+91
+2% +$11.4K 0.29% 29
2025
Q4 		$549K Buy
4,684
+204
+5% +$24.9K 0.28% 31
2025
Q3 		$554K Buy
4,480
+2
+0% +$243 0.29% 29
2025
Q2 		$528K Buy
4,478
+1
+0% +$118 0.31% 30
2025
Q1 		$546K Sell
4,477
-531
-11% -$60.5K 0.36% 27
2024
Q4 		$540K Buy
+5,008
New +$567K 0.38% 26

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

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

Level Wealth Management increased its Duke Energy (DUK) stake by 1.9% in Q1 2026, buying an estimated $11.4K and bringing the position to 4,775 shares worth $625K. The position accounts for 0.29% of the portfolio, ranked #29.

Level Wealth Management first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Level Wealth Management held 4,775 shares of Duke Energy worth $625K as of Q1 2026.
  • Level Wealth Management bought 91 Duke Energy shares in Q1 2026, an estimated $11.4K.
  • Duke Energy made up 0.29% of Level Wealth Management's portfolio in Q1 2026, its #29 holding.
  • Level Wealth Management first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Level Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.