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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
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 $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

NewEdge Wealth's DUK Position: Q1 2026 in Review

NewEdge Wealth reduced its Duke Energy (DUK) stake by 43% in Q1 2026, selling an estimated $616K and leaving 6,449 shares worth $844K. 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 10 quarters since. The position peaked at $1.37M in Q2 2022. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • NewEdge Wealth held 6,449 shares of Duke Energy worth $844K as of Q1 2026.
  • NewEdge Wealth sold 4,925 Duke Energy shares in Q1 2026, an estimated $616K.
  • Duke Energy made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #664 holding.
  • NewEdge Wealth first reported a position in Duke Energy in Q2 2022 and has held it in 10 quarters since.
  • NewEdge Wealth's Duke Energy position peaked at $1.37M in Q2 2022.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.