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Madison Wealth Partners’s Duke Energy DUK Stock Holding History

Madison Wealth Partners’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 		$301K Buy
+2,378
New +$300K 0.04% 207
2026
Q1 		– Sell
-1,849
Closed -$217K – 223
2025
Q4 		$217K Buy
+1,849
New +$226K 0.04% 184

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Madison Wealth Partners's DUK Position: Q2 2026 in Review

Madison Wealth Partners opened a new position in Duke Energy (DUK) in Q2 2026: 2,378 shares worth $301K. The stake represents 0.04% of the portfolio and ranks #207 among its holdings. This is a return to the name: Madison Wealth Partners previously reported a position in DUK as recently as Q4 2025.

Madison Wealth Partners first reported a position in DUK in Q4 2025 and has held it in 2 quarters since. 2,496 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Madison Wealth Partners held 2,378 shares of Duke Energy worth $301K as of Q2 2026.
  • Duke Energy was a new Madison Wealth Partners position in Q2 2026.
  • Duke Energy made up 0.04% of Madison Wealth Partners's portfolio in Q2 2026, its #207 holding.
  • Madison Wealth Partners first reported a position in Duke Energy in Q4 2025 and has held it in 2 quarters since.
  • 2,496 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.