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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
Q2 		$8.86K Hold
70
– – 0.01% 250
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 $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

Mowery & Schoenfeld Wealth Management's DUK Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Duke Energy (DUK) position steady in Q2 2026 at 70 shares worth $8.86K. The position accounts for 0.01% of the portfolio, ranked #250.

Mowery & Schoenfeld Wealth Management first reported a position in DUK in Q2 2025 and has held it in 5 quarters since. The position peaked at $32.8K in Q4 2025. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 70 shares of Duke Energy worth $8.86K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #250 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Duke Energy in Q2 2025 and has held it in 5 quarters since.
  • Mowery & Schoenfeld Wealth Management's Duke Energy position peaked at $32.8K in Q4 2025.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.