MWM
DUK icon

MBE Wealth Management’s Duke Energy DUK Stock Holding History

MBE 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 		$214K Sell
1,692
-330
-16% -$41.6K 0.08% 153
2026
Q1 		$265K Buy
+2,022
New +$253K 0.11% 119
2025
Q4 		– Sell
-1,693
Closed -$210K – 135
2025
Q3 		$210K Buy
+1,693
New +$205K 0.09% 133
2020
Q2 		– Sell
-23
Closed -$1K – 172
2020
Q1 		$1K Buy
+23
New +$2.11K ﹤0.01% 504

Other funds holding DUK

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM

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

MBE Wealth Management reduced its Duke Energy (DUK) stake by 16% in Q2 2026, selling an estimated $41.6K and leaving 1,692 shares worth $214K. The position accounts for 0.08% of the portfolio, ranked #153.

MBE Wealth Management first reported a position in DUK in Q1 2020 and has held it in 4 quarters since. The position peaked at $265K in Q1 2026. 1,122 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • MBE Wealth Management held 1,692 shares of Duke Energy worth $214K as of Q2 2026.
  • MBE Wealth Management sold 330 Duke Energy shares in Q2 2026, an estimated $41.6K.
  • Duke Energy made up 0.08% of MBE Wealth Management's portfolio in Q2 2026, its #153 holding.
  • MBE Wealth Management first reported a position in Duke Energy in Q1 2020 and has held it in 4 quarters since.
  • MBE Wealth Management's Duke Energy position peaked at $265K in Q1 2026.
  • 1,122 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.