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Manske Wealth Management’s Duke Energy DUK Stock Holding History

Manske 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
Q2 		$284K Buy
2,244
+1
+0% +$126 0.07% 190
2026
Q1 		$294K Buy
2,243
+1
+0% +$125 0.08% 173
2025
Q4 		$263K Buy
2,242
+2
+0.1% +$244 0.08% 173
2025
Q3 		$277K Buy
2,240
+1
+0% +$121 0.09% 159
2025
Q2 		$264K Sell
2,239
-9
-0.4% -$1.06K 0.09% 161
2025
Q1 		$274K Buy
2,248
+102
+5% +$11.6K 0.1% 148
2024
Q4 		$231K Buy
+2,146
New +$243K 0.09% 149

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

Manske Wealth Management's DUK Position: Q2 2026 in Review

Manske Wealth Management increased its Duke Energy (DUK) stake by 0.04% in Q2 2026, buying an estimated $126 and bringing the position to 2,244 shares worth $284K. The position accounts for 0.07% of the portfolio, ranked #190.

Manske Wealth Management first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $294K in Q1 2026. 2,479 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Manske Wealth Management held 2,244 shares of Duke Energy worth $284K as of Q2 2026.
  • Manske Wealth Management bought 1 Duke Energy share in Q2 2026, an estimated $126.
  • Duke Energy made up 0.07% of Manske Wealth Management's portfolio in Q2 2026, its #190 holding.
  • Manske Wealth Management first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Manske Wealth Management's Duke Energy position peaked at $294K in Q1 2026.
  • 2,479 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Manske Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.