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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
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 $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

Nicholson Wealth Management Group's DUK Position: Q1 2026 in Review

Nicholson Wealth Management Group reduced its Duke Energy (DUK) stake by 22% in Q1 2026, selling an estimated $53.9K and leaving 1,549 shares worth $203K. The position accounts for 0.12% of the portfolio, ranked #113.

Nicholson Wealth Management Group first reported a position in DUK in Q3 2024 and has held it in 7 quarters since. The position peaked at $284K in Q3 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Nicholson Wealth Management Group held 1,549 shares of Duke Energy worth $203K as of Q1 2026.
  • Nicholson Wealth Management Group sold 431 Duke Energy shares in Q1 2026, an estimated $53.9K.
  • Duke Energy made up 0.12% of Nicholson Wealth Management Group's portfolio in Q1 2026, its #113 holding.
  • Nicholson Wealth Management Group first reported a position in Duke Energy in Q3 2024 and has held it in 7 quarters since.
  • Nicholson Wealth Management Group's Duke Energy position peaked at $284K in Q3 2025.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.