MWM
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Modern Wealth Management’s Duke Energy DUK Stock Holding History

Modern 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 		$2.15M Buy
16,984
+2,220
+15% +$280K 0.03% 381
2026
Q1 		$1.93M Buy
14,764
+961
+7% +$120K 0.03% 310
2025
Q4 		$1.62M Buy
13,803
+1,277
+10% +$156K 0.03% 333
2025
Q3 		$1.55M Buy
12,526
+619
+5% +$75.1K 0.03% 322
2025
Q2 		$1.4M Buy
11,907
+1,369
+13% +$162K 0.03% 312
2025
Q1 		$1.29M Sell
10,538
-1,071
-9% -$122K 0.04% 272
2024
Q4 		$1.25M Buy
11,609
+2,654
+30% +$301K 0.05% 230
2024
Q3 		$1.03M Buy
8,955
+901
+11% +$100K 0.06% 161
2024
Q2 		$807K Sell
8,054
-29
-0.4% -$2.9K 0.06% 159
2024
Q1 		$782K Buy
8,083
+5,323
+193% +$505K 0.07% 132
2023
Q4 		$268K Buy
+2,760
New +$251K 0.03% 158

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 $3.38T AUM 44.17% 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

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

Modern Wealth Management increased its Duke Energy (DUK) stake by 15% in Q2 2026, buying an estimated $280K and bringing the position to 16,984 shares worth $2.15M. The position accounts for 0.03% of the portfolio, ranked #381.

Modern Wealth Management first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Modern Wealth Management held 16,984 shares of Duke Energy worth $2.15M as of Q2 2026.
  • Modern Wealth Management bought 2,220 Duke Energy shares in Q2 2026, an estimated $280K.
  • Duke Energy made up 0.03% of Modern Wealth Management's portfolio in Q2 2026, its #381 holding.
  • Modern Wealth Management first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.