MWM
DUK icon

Mindset Wealth Management’s Duke Energy DUK Stock Holding History

Mindset 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 		$482K Buy
3,805
+135
+4% +$17K 0.09% 102
2026
Q1 		$481K Buy
3,670
+100
+3% +$12.5K 0.13% 91
2025
Q4 		$418K Buy
3,570
+220
+7% +$26.9K 0.11% 103
2025
Q3 		$415K Sell
3,350
-200
-6% -$24.3K 0.11% 96
2025
Q2 		$419K Buy
3,550
+250
+8% +$29.5K 0.14% 84
2025
Q1 		$403K Buy
3,300
+1,000
+43% +$114K 0.16% 80
2024
Q4 		$248K Buy
2,300
+300
+15% +$34K 0.09% 111
2024
Q3 		$231K Buy
+2,000
New +$223K 0.1% 111

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Mindset Wealth Management increased its Duke Energy (DUK) stake by 3.7% in Q2 2026, buying an estimated $17K and bringing the position to 3,805 shares worth $482K. The position accounts for 0.09% of the portfolio, ranked #102.

Mindset Wealth Management first reported a position in DUK in Q3 2024 and has held it in 8 quarters since. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Mindset Wealth Management held 3,805 shares of Duke Energy worth $482K as of Q2 2026.
  • Mindset Wealth Management bought 135 Duke Energy shares in Q2 2026, an estimated $17K.
  • Duke Energy made up 0.09% of Mindset Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Mindset Wealth Management first reported a position in Duke Energy in Q3 2024 and has held it in 8 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.