MW
DUK icon

MBL Wealth’s Duke Energy DUK Stock Holding History

MBL 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 		$1.54M Buy
12,184
+259
+2% +$32.7K 0.11% 104
2026
Q1 		$1.56M Sell
11,925
-92
-0.8% -$11.5K 0.12% 98
2025
Q4 		$1.41M Buy
12,017
+2,204
+22% +$269K 0.11% 99
2025
Q3 		$1.21M Buy
9,813
+235
+2% +$28.5K 0.11% 99
2025
Q2 		$1.13M Buy
9,578
+477
+5% +$56.3K 0.11% 94
2025
Q1 		$1.11M Buy
9,101
+2,456
+37% +$280K 0.11% 89
2024
Q4 		$716K Buy
6,645
+430
+7% +$48.7K 0.07% 112
2024
Q3 		$717K Buy
6,215
+108
+2% +$12K 0.08% 114
2024
Q2 		$612K Buy
6,107
+30
+0.5% +$3K 0.07% 117
2024
Q1 		$588K Sell
6,077
-2,436
-29% -$231K 0.07% 119
2023
Q4 		$826K Sell
8,513
-712
-8% -$64.8K 0.1% 93
2023
Q3 		$814K Sell
9,225
-509
-5% -$46.7K 0.11% 83
2023
Q2 		$874K Buy
9,734
+4,113
+73% +$388K 0.12% 77
2023
Q1 		$542K Buy
5,621
+2,396
+74% +$237K 0.08% 92
2022
Q4 		$332K Buy
3,225
+589
+22% +$56.5K 0.06% 124
2022
Q3 		$245K Sell
2,636
-1,732
-40% -$186K 0.05% 134
2022
Q2 		$469K Buy
4,368
+2,088
+92% +$230K 0.12% 98
2022
Q1 		$255K Buy
+2,280
New +$237K 0.06% 143
2021
Q1 		$288K Buy
2,983
+400
+15% +$36.5K 0.1% 118
2020
Q4 		$236K Buy
+2,583
New +$239K 0.09% 112

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

MBL Wealth's DUK Position: Q2 2026 in Review

MBL Wealth increased its Duke Energy (DUK) stake by 2.2% in Q2 2026, buying an estimated $32.7K and bringing the position to 12,184 shares worth $1.54M. The position accounts for 0.11% of the portfolio, ranked #104.

MBL Wealth first reported a position in DUK in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.56M in Q1 2026. 1,199 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • MBL Wealth held 12,184 shares of Duke Energy worth $1.54M as of Q2 2026.
  • MBL Wealth bought 259 Duke Energy shares in Q2 2026, an estimated $32.7K.
  • Duke Energy made up 0.11% of MBL Wealth's portfolio in Q2 2026, its #104 holding.
  • MBL Wealth first reported a position in Duke Energy in Q4 2020 and has held it in 20 quarters since.
  • MBL Wealth's Duke Energy position peaked at $1.56M in Q1 2026.
  • 1,199 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.