MWM
DUK icon

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
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 $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

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

Modern Wealth Management increased its Duke Energy (DUK) stake by 7% in Q1 2026, buying an estimated $120K and bringing the position to 14,764 shares worth $1.93M. The position accounts for 0.03% of the portfolio, ranked #310.

Modern Wealth Management first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Modern Wealth Management held 14,764 shares of Duke Energy worth $1.93M as of Q1 2026.
  • Modern Wealth Management bought 961 Duke Energy shares in Q1 2026, an estimated $120K.
  • Duke Energy made up 0.03% of Modern Wealth Management's portfolio in Q1 2026, its #310 holding.
  • Modern Wealth Management first reported a position in Duke Energy in Q4 2023 and has held it in 10 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.