MWM
DUK icon

Modera Wealth Management’s Duke Energy DUK Stock Holding History

Modera 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 		$3.73M Buy
28,472
+258
+0.9% +$32.3K 0.04% 203
2025
Q4 		$3.31M Buy
28,214
+5,891
+26% +$719K 0.04% 221
2025
Q3 		$2.76M Buy
22,323
+393
+2% +$47.7K 0.03% 232
2025
Q2 		$2.59M Buy
21,930
+1,234
+6% +$146K 0.03% 235
2025
Q1 		$2.52M Sell
20,696
-989
-5% -$113K 0.03% 223
2024
Q4 		$2.34M Sell
21,685
-561
-3% -$63.6K 0.03% 234
2024
Q3 		$2.56M Buy
22,246
+593
+3% +$66K 0.03% 211
2024
Q2 		$2.17M Buy
21,653
+256
+1% +$25.6K 0.03% 212
2024
Q1 		$2.07M Sell
21,397
-1,680
-7% -$159K 0.03% 222
2023
Q4 		$2.24M Sell
23,077
-879
-4% -$79.9K 0.04% 211
2023
Q3 		$2.11M Sell
23,956
-13,874
-37% -$1.27M 0.04% 210
2023
Q2 		$3.39M Buy
+37,830
New +$3.57M 0.06% 184

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

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

Modera Wealth Management increased its Duke Energy (DUK) stake by 0.91% in Q1 2026, buying an estimated $32.3K and bringing the position to 28,472 shares worth $3.73M. The position accounts for 0.04% of the portfolio, ranked #203.

Modera Wealth Management first reported a position in DUK in Q2 2023 and has held it in 12 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Modera Wealth Management held 28,472 shares of Duke Energy worth $3.73M as of Q1 2026.
  • Modera Wealth Management bought 258 Duke Energy shares in Q1 2026, an estimated $32.3K.
  • Duke Energy made up 0.04% of Modera Wealth Management's portfolio in Q1 2026, its #203 holding.
  • Modera Wealth Management first reported a position in Duke Energy in Q2 2023 and has held it in 12 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.