Measured Wealth Private Client Group’s Duke Energy DUK Stock Holding History

Measured Wealth Private Client Group’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 Q3	$118K	Buy	1,037 +8	+0.8%	+$980	0.03%	242
2026 Q2	$130K	Buy	1,029 +164	+19%	+$20.7K	0.03%	232
2026 Q1	$113K	Hold	865	–	–	0.03%	227
2025 Q4	$101K	Hold	865	–	–	0.03%	247
2025 Q3	$107K	Buy	+865	New	+$105K	0.03%	232
2018 Q4	–	Sell	-2,705	Closed	-$216K	–	259
2018 Q3	$216K	Hold	2,705	–	–	0.13%	138
2018 Q2	$213K	Buy	+2,705	New	+$208K	0.17%	132
2017 Q3	$445K	Buy	+5,308	New	+$454K	0.61%	30

Other funds holding DUK

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Measured Wealth Private Client Group's DUK Position: Q3 2026 in Review

Measured Wealth Private Client Group increased its Duke Energy (DUK) stake by 0.78% in Q3 2026, buying an estimated $980 and bringing the position to 1,037 shares worth $118K. The position accounts for 0.03% of the portfolio, ranked #242.

Measured Wealth Private Client Group first reported a position in DUK in Q3 2017 and has held it in 8 quarters since. The position peaked at $445K in Q3 2017. 2,095 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

Measured Wealth Private Client Group held 1,037 shares of Duke Energy worth $118K as of Q3 2026.
Measured Wealth Private Client Group bought 8 Duke Energy shares in Q3 2026, an estimated $980.
Duke Energy made up 0.03% of Measured Wealth Private Client Group's portfolio in Q3 2026, its #242 holding.
Measured Wealth Private Client Group first reported a position in Duke Energy in Q3 2017 and has held it in 8 quarters since.
Measured Wealth Private Client Group's Duke Energy position peaked at $445K in Q3 2017.
2,095 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2026, filed 10 Nov 2026.