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MPWM Advisory Solutions’s Duke Energy DUK Stock Holding History

MPWM Advisory Solutions’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 		$22.2K Sell
175
-12
-6% -$1.51K 0.01% 272
2026
Q1 		$24.5K Hold
187
– – 0.01% 258
2025
Q4 		$21.9K Hold
187
– – 0.01% 244
2025
Q3 		$23.1K Hold
187
– – 0.01% 226
2025
Q2 		$22.1K Hold
187
– – 0.01% 229
2025
Q1 		$22.8K Hold
187
– – 0.02% 217
2024
Q4 		$20.1K Buy
+187
New +$21.2K 0.01% 246

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 $3.37T AUM 44.26% 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

MPWM Advisory Solutions's DUK Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its Duke Energy (DUK) stake by 6.4% in Q2 2026, selling an estimated $1.51K and leaving 175 shares worth $22.2K. The position accounts for 0.01% of the portfolio, ranked #272.

MPWM Advisory Solutions first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.5K in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • MPWM Advisory Solutions held 175 shares of Duke Energy worth $22.2K as of Q2 2026.
  • MPWM Advisory Solutions sold 12 Duke Energy shares in Q2 2026, an estimated $1.51K.
  • Duke Energy made up 0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #272 holding.
  • MPWM Advisory Solutions first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's Duke Energy position peaked at $24.5K in Q1 2026.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.