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Liberty Wealth Management’s Duke Energy DUK Stock Holding History

Liberty 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 		$235K Sell
1,791
-271
-13% -$33.9K 0.03% 240
2025
Q4 		$242K Buy
2,062
+223
+12% +$27.2K 0.03% 221
2025
Q3 		$228K Buy
1,839
+3
+0.2% +$364 0.03% 218
2025
Q2 		$217K Sell
1,836
-97
-5% -$11.4K 0.03% 215
2025
Q1 		$236K Sell
1,933
-83
-4% -$9.46K 0.05% 139
2024
Q4 		$217K Buy
2,016
+138
+7% +$15.6K 0.04% 194
2024
Q3 		$217K Sell
1,878
-5,982
-76% -$666K 0.04% 199
2024
Q2 		$231K Buy
7,860
+5,622
+251% +$562K 0.04% 179
2024
Q1 		$216K Buy
2,238
+70
+3% +$6.64K 0.04% 175
2023
Q4 		$210K Buy
+2,168
New +$197K 0.05% 156
2023
Q2 		– Sell
-2,082
Closed -$201K – 201
2023
Q1 		$201K Buy
+2,082
New +$206K 0.04% 220
2022
Q3 		– Sell
-1,912
Closed -$205K – 152
2022
Q2 		$205K Sell
1,912
-76
-4% -$8.36K 0.08% 135
2022
Q1 		$222K Buy
+1,988
New +$206K 0.08% 134
2021
Q4 		– Sell
-2,746
Closed -$278K – 161
2021
Q3 		$272K Buy
2,746
+826
+43% +$85.5K 0.1% 128
2021
Q2 		$190K Buy
1,920
+29
+2% +$2.91K 0.07% 141
2021
Q1 		$176K Hold
1,891
– – 0.09% 119
2020
Q4 		$176K Buy
1,891
+257
+16% +$23.8K 0.09% 118
2020
Q3 		$145K Sell
1,634
-101
-6% -$8.32K 0.09% 122
2020
Q2 		$140K Buy
1,735
+32
+2% +$2.7K 0.1% 116
2020
Q1 		$138K Buy
1,703
+239
+16% +$22K 0.12% 109
2019
Q4 		$133K Buy
1,464
+26
+2% +$2.38K 0.1% 128
2019
Q3 		$138K Sell
1,438
-458
-24% -$41.7K 0.13% 119
2019
Q2 		$167K Buy
1,896
+484
+34% +$42.8K 0.15% 117
2019
Q1 		$127K Sell
1,412
-153
-10% -$13.5K 0.1% 117
2018
Q4 		$135K Buy
+1,565
New +$133K 0.1% 109

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

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

Liberty Wealth Management reduced its Duke Energy (DUK) stake by 13% in Q1 2026, selling an estimated $33.9K and leaving 1,791 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #240.

Liberty Wealth Management first reported a position in DUK in Q4 2018 and has held it in 25 quarters since. The position peaked at $272K in Q3 2021. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Liberty Wealth Management held 1,791 shares of Duke Energy worth $235K as of Q1 2026.
  • Liberty Wealth Management sold 271 Duke Energy shares in Q1 2026, an estimated $33.9K.
  • Duke Energy made up 0.03% of Liberty Wealth Management's portfolio in Q1 2026, its #240 holding.
  • Liberty Wealth Management first reported a position in Duke Energy in Q4 2018 and has held it in 25 quarters since.
  • Liberty Wealth Management's Duke Energy position peaked at $272K in Q3 2021.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.