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MASECO Private Wealth’s Duke Energy DUK Stock Holding History

MASECO Private Wealth’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 		$12.2K Buy
96
+18
+23% +$2.27K ﹤0.01% 242
2026
Q1 		$10.2K Sell
78
-15
-16% -$1.88K ﹤0.01% 247
2025
Q4 		$10.9K Sell
93
-173
-65% -$21.1K ﹤0.01% 335
2025
Q3 		$32.9K Buy
+266
New +$32.3K ﹤0.01% 114

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 $3.38T AUM 44.17% 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

MASECO Private Wealth's DUK Position: Q2 2026 in Review

MASECO Private Wealth increased its Duke Energy (DUK) stake by 23% in Q2 2026, buying an estimated $2.27K and bringing the position to 96 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

MASECO Private Wealth first reported a position in DUK in Q3 2025 and has held it in 4 quarters since. The position peaked at $32.9K in Q3 2025. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • MASECO Private Wealth held 96 shares of Duke Energy worth $12.2K as of Q2 2026.
  • MASECO Private Wealth bought 18 Duke Energy shares in Q2 2026, an estimated $2.27K.
  • Duke Energy made up ﹤0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #242 holding.
  • MASECO Private Wealth first reported a position in Duke Energy in Q3 2025 and has held it in 4 quarters since.
  • MASECO Private Wealth's Duke Energy position peaked at $32.9K in Q3 2025.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.