Merited Wealth’s Duke Energy DUK Stock Holding History

Merited 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 Q1	–	Sell	-15	Closed	-$1.76K	–	150
2025 Q4	$1.76K	Buy	+15	New	+$1.83K	﹤0.01%	266

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Merited Wealth's DUK Position: Q1 2026 in Review

Merited Wealth sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 15 shares — an estimated $1.76K sold.

Merited Wealth first reported a position in DUK in Q4 2025 and held it in 1 quarter. The position peaked at $1.76K in Q4 2025. 2,480 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Merited Wealth reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
Merited Wealth sold 15 Duke Energy shares in Q1 2026, an estimated $1.76K.
Merited Wealth first reported a position in Duke Energy in Q4 2025 and held it in 1 quarter.
Merited Wealth's Duke Energy position peaked at $1.76K in Q4 2025.
2,480 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Merited Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.