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Nicholson Wealth Management Group’s Duke Energy DUK Stock Holding History

Nicholson Wealth Management Group’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 		– Sell
-1,549
Closed -$203K – 113
2026
Q1 		$203K Sell
1,549
-431
-22% -$53.9K 0.12% 113
2025
Q4 		$232K Sell
1,980
-311
-14% -$38K 0.14% 102
2025
Q3 		$284K Hold
2,291
– – 0.17% 98
2025
Q2 		$270K Buy
2,291
+166
+8% +$19.6K 0.17% 100
2025
Q1 		$259K Hold
2,125
– – 0.17% 97
2024
Q4 		$229K Hold
2,125
– – 0.15% 98
2024
Q3 		$245K Buy
+2,125
New +$237K 0.2% 96

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

Nicholson Wealth Management Group's DUK Position: Q2 2026 in Review

Nicholson Wealth Management Group sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 1,549 shares — an estimated $203K sold.

Nicholson Wealth Management Group first reported a position in DUK in Q3 2024 and held it in 7 quarters. The position peaked at $284K in Q3 2025. 2,490 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Nicholson Wealth Management Group reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Nicholson Wealth Management Group sold 1,549 Duke Energy shares in Q2 2026, an estimated $203K.
  • Nicholson Wealth Management Group first reported a position in Duke Energy in Q3 2024 and held it in 7 quarters.
  • Nicholson Wealth Management Group's Duke Energy position peaked at $284K in Q3 2025.
  • 2,490 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.