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Meadowbrook Wealth Management’s Duke Energy DUK Stock Holding History

Meadowbrook 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 		$558K Buy
4,436
+990
+29% +$125K 0.6% 38
2026
Q1 		$451K Buy
3,446
+685
+25% +$85.6K 0.6% 42
2025
Q4 		$324K Hold
2,761
– – 0.37% 52
2025
Q3 		$342K Buy
+2,761
New +$335K 0.36% 62

Other funds holding DUK

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 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

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

Meadowbrook Wealth Management increased its Duke Energy (DUK) stake by 29% in Q2 2026, buying an estimated $125K and bringing the position to 4,436 shares worth $558K. The position accounts for 0.6% of the portfolio, ranked #38.

Meadowbrook Wealth Management first reported a position in DUK in Q3 2025 and has held it in 4 quarters since. 1,522 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Meadowbrook Wealth Management held 4,436 shares of Duke Energy worth $558K as of Q2 2026.
  • Meadowbrook Wealth Management bought 990 Duke Energy shares in Q2 2026, an estimated $125K.
  • Duke Energy made up 0.6% of Meadowbrook Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Meadowbrook Wealth Management first reported a position in Duke Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,522 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.