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NewEdge Wealth’s Duke Energy DUK Stock Holding History

NewEdge Wealth’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 		$979K Buy
7,736
+1,287
+20% +$162K 0.01% 664
2026
Q1 		$844K Sell
6,449
-4,925
-43% -$616K 0.01% 664
2025
Q4 		$1.33M Buy
11,374
+5,408
+91% +$660K 0.02% 558
2025
Q3 		$738K Buy
5,966
+1,145
+24% +$139K 0.01% 640
2025
Q2 		$607K Sell
4,821
-174
-3% -$20.5K 0.01% 650
2025
Q1 		$609K Sell
4,995
-958
-16% -$109K 0.01% 590
2024
Q4 		$641K Buy
5,953
+156
+3% +$17.7K 0.01% 582
2024
Q3 		$668K Buy
5,797
+2,935
+103% +$327K 0.01% 554
2024
Q2 		$287K Sell
2,862
-573
-17% -$57.3K 0.01% 650
2024
Q1 		$341K Buy
+3,435
New +$326K 0.01% 637
2022
Q3 		– Sell
-12,820
Closed -$1.37M – 544
2022
Q2 		$1.37M Buy
+12,820
New +$1.41M 0.06% 243

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

NewEdge Wealth's DUK Position: Q2 2026 in Review

NewEdge Wealth increased its Duke Energy (DUK) stake by 20% in Q2 2026, buying an estimated $162K and bringing the position to 7,736 shares worth $979K. The position accounts for 0.01% of the portfolio, ranked #664.

NewEdge Wealth first reported a position in DUK in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.37M in Q2 2022. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • NewEdge Wealth held 7,736 shares of Duke Energy worth $979K as of Q2 2026.
  • NewEdge Wealth bought 1,287 Duke Energy shares in Q2 2026, an estimated $162K.
  • Duke Energy made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #664 holding.
  • NewEdge Wealth first reported a position in Duke Energy in Q2 2022 and has held it in 11 quarters since.
  • NewEdge Wealth's Duke Energy position peaked at $1.37M in Q2 2022.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.