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Market Street Wealth Management Advisors’s Duke Energy DUK Stock Holding History

Market Street Wealth Management Advisors’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 		$367K Buy
2,900
+28
+1% +$3.53K 0.05% 90
2026
Q1 		$376K Buy
2,872
+46
+2% +$5.75K 0.06% 81
2025
Q4 		$331K Sell
2,826
-295
-9% -$36K 0.05% 85
2025
Q3 		$386K Buy
3,121
+43
+1% +$5.22K 0.06% 78
2025
Q2 		$363K Buy
3,078
+62
+2% +$7.32K 0.06% 79
2025
Q1 		$368K Buy
3,016
+110
+4% +$12.5K 0.06% 78
2024
Q4 		$313K Sell
2,906
-70
-2% -$7.93K 0.05% 81
2024
Q3 		$343K Buy
2,976
+14
+0.5% +$1.56K 0.06% 80
2024
Q2 		$297K Sell
2,962
-93
-3% -$9.3K 0.05% 82
2024
Q1 		$295K Buy
3,055
+91
+3% +$8.63K 0.05% 83
2023
Q4 		$288K Sell
2,964
-367
-11% -$33.4K 0.06% 86
2023
Q3 		$294K Sell
3,331
-12
-0.4% -$1.1K 0.08% 86
2023
Q2 		$300K Hold
3,343
– – 0.08% 80
2023
Q1 		$322K Hold
3,343
– – 0.08% 84
2022
Q4 		$344K Sell
3,343
-120
-3% -$11.5K 0.1% 78
2022
Q3 		$322K Buy
3,463
+45
+1% +$4.83K 0.1% 79
2022
Q2 		$366K Buy
3,418
+34
+1% +$3.74K 0.11% 72
2022
Q1 		$378K Hold
3,384
– – 0.13% 63
2021
Q4 		$355K Sell
3,384
-2,424
-42% -$246K 0.12% 64
2021
Q3 		$567K Buy
5,808
+2,314
+66% +$240K 0.22% 48
2021
Q2 		$345K Hold
3,494
– – 0.15% 55
2021
Q1 		$337K Hold
3,494
– – 0.2% 51
2020
Q4 		$320K Sell
3,494
-125
-3% -$11.6K 0.25% 39
2020
Q3 		$320K Hold
3,619
– – 0.29% 39
2020
Q2 		$289K Hold
3,619
– – 0.26% 41
2020
Q1 		$293K Buy
3,619
+30
+0.8% +$2.76K 0.32% 38
2019
Q4 		$327K Sell
3,589
-125
-3% -$11.5K 0.3% 36
2019
Q3 		$356K Hold
3,714
– – 0.35% 35
2019
Q2 		$326K Hold
3,714
– – 0.31% 33
2019
Q1 		$334K Hold
3,714
– – 0.33% 29
2018
Q4 		$321K Buy
+3,714
New +$316K 0.36% 28

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Market Street Wealth Management Advisors's DUK Position: Q2 2026 in Review

Market Street Wealth Management Advisors increased its Duke Energy (DUK) stake by 0.97% in Q2 2026, buying an estimated $3.53K and bringing the position to 2,900 shares worth $367K. The position accounts for 0.05% of the portfolio, ranked #90.

Market Street Wealth Management Advisors first reported a position in DUK in Q4 2018 and has held it in 31 quarters since. The position peaked at $567K in Q3 2021. 1,614 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Market Street Wealth Management Advisors held 2,900 shares of Duke Energy worth $367K as of Q2 2026.
  • Market Street Wealth Management Advisors bought 28 Duke Energy shares in Q2 2026, an estimated $3.53K.
  • Duke Energy made up 0.05% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #90 holding.
  • Market Street Wealth Management Advisors first reported a position in Duke Energy in Q4 2018 and has held it in 31 quarters since.
  • Market Street Wealth Management Advisors's Duke Energy position peaked at $567K in Q3 2021.
  • 1,614 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.