MWM
DUK icon

Moran Wealth Management’s Duke Energy DUK Stock Holding History

Moran 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 		$3.41M Buy
26,013
+1,859
+8% +$232K 0.1% 246
2025
Q4 		$2.83M Sell
24,154
-1,287
-5% -$157K 0.09% 255
2025
Q3 		$3.15M Buy
+25,441
New +$3.09M 0.09% 239

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

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

Moran Wealth Management increased its Duke Energy (DUK) stake by 7.7% in Q1 2026, buying an estimated $232K and bringing the position to 26,013 shares worth $3.41M. The position accounts for 0.1% of the portfolio, ranked #246.

Moran Wealth Management first reported a position in DUK in Q3 2025 and has held it in 3 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Moran Wealth Management held 26,013 shares of Duke Energy worth $3.41M as of Q1 2026.
  • Moran Wealth Management bought 1,859 Duke Energy shares in Q1 2026, an estimated $232K.
  • Duke Energy made up 0.1% of Moran Wealth Management's portfolio in Q1 2026, its #246 holding.
  • Moran Wealth Management first reported a position in Duke Energy in Q3 2025 and has held it in 3 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.