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Nvest Wealth Strategies’s Duke Energy DUK Stock Holding History

Nvest Wealth Strategies’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 		$1.27K Buy
10
+6
+150% +$757 ﹤0.01% 204
2026
Q1 		$524 Buy
+4
New +$500 ﹤0.01% 279

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Nvest Wealth Strategies's DUK Position: Q2 2026 in Review

Nvest Wealth Strategies increased its Duke Energy (DUK) stake by 150% in Q2 2026, buying an estimated $757 and bringing the position to 10 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #204.

Nvest Wealth Strategies first reported a position in DUK in Q1 2026 and has held it in 2 quarters since. 1,614 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Nvest Wealth Strategies held 10 shares of Duke Energy worth $1.27K as of Q2 2026.
  • Nvest Wealth Strategies bought 6 Duke Energy shares in Q2 2026, an estimated $757.
  • Duke Energy made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #204 holding.
  • Nvest Wealth Strategies first reported a position in Duke Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.