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Mowery & Schoenfeld Wealth Management’s Duke Energy DUK Stock Holding History

Mowery & Schoenfeld 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 		$9.17K Sell
70
-210
-75% -$26.3K 0.01% 228
2025
Q4 		$32.8K Buy
280
+210
+300% +$25.6K 0.05% 167
2025
Q3 		$8.66K Hold
70
– – 0.01% 231
2025
Q2 		$8.26K Buy
+70
New +$8.26K 0.01% 233

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

Mowery & Schoenfeld Wealth Management's DUK Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Duke Energy (DUK) stake by 75% in Q1 2026, selling an estimated $26.3K and leaving 70 shares worth $9.17K. The position accounts for 0.01% of the portfolio, ranked #228.

Mowery & Schoenfeld Wealth Management first reported a position in DUK in Q2 2025 and has held it in 4 quarters since. The position peaked at $32.8K in Q4 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management held 70 shares of Duke Energy worth $9.17K as of Q1 2026.
  • Mowery & Schoenfeld Wealth Management sold 210 Duke Energy shares in Q1 2026, an estimated $26.3K.
  • Duke Energy made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #228 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Duke Energy in Q2 2025 and has held it in 4 quarters since.
  • Mowery & Schoenfeld Wealth Management's Duke Energy position peaked at $32.8K in Q4 2025.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.