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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mindset Wealth Management's DUK Position: Q1 2026 in Review

Mindset Wealth Management increased its Duke Energy (DUK) stake by 2.8% in Q1 2026, buying an estimated $12.5K and bringing the position to 3,670 shares worth $481K. The position accounts for 0.13% of the portfolio, ranked #91.

Mindset Wealth Management first reported a position in DUK in Q3 2024 and has held it in 7 quarters since. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Mindset Wealth Management held 3,670 shares of Duke Energy worth $481K as of Q1 2026.
  • Mindset Wealth Management bought 100 Duke Energy shares in Q1 2026, an estimated $12.5K.
  • Duke Energy made up 0.13% of Mindset Wealth Management's portfolio in Q1 2026, its #91 holding.
  • Mindset Wealth Management first reported a position in Duke Energy in Q3 2024 and has held it in 7 quarters since.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.