Old North State Wealth Management’s Duke Energy DUK Stock Holding History

Old North State Wealth Management’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	$3.87M	Buy	30,519 +895	+3%	+$113K	1.65%	25
2026 Q1	$3.88M	Buy	29,624 +924	+3%	+$116K	1.8%	21
2025 Q4	$3.37M	Buy	28,700 +247	+0.9%	+$30.2K	1.58%	25
2025 Q3	$3.52M	Buy	28,453 +698	+3%	+$84.7K	1.65%	23
2025 Q2	$3.28M	Buy	27,755 +1,116	+4%	+$132K	1.71%	22
2025 Q1	$3.25M	Buy	26,639 +1,261	+5%	+$144K	1.81%	19
2024 Q4	$2.74M	Buy	25,378 +1,814	+8%	+$206K	1.54%	22
2024 Q3	$2.72M	Sell	23,564 -1,227	-5%	-$137K	1.52%	26
2024 Q2	$2.49M	Buy	24,791 +7,807	+46%	+$781K	1.64%	25
2024 Q1	$1.64M	Buy	16,984 +1,322	+8%	+$125K	1.07%	31
2023 Q4	$1.52M	Buy	15,662 +2,409	+18%	+$219K	1.12%	30
2023 Q3	$1.17M	Buy	13,253 +438	+3%	+$40.2K	1.03%	35
2023 Q2	$1.15M	Buy	12,815 +2,705	+27%	+$255K	1.01%	36
2023 Q1	$976K	Buy	10,110 +393	+4%	+$38.8K	0.91%	38
2022 Q4	$1M	Buy	9,717 +712	+8%	+$68.3K	1.01%	34
2022 Q3	$838K	Buy	9,005 +275	+3%	+$29.5K	0.97%	35
2022 Q2	$937K	Buy	8,730 +494	+6%	+$54.3K	1.07%	33
2022 Q1	$921K	Buy	8,236 +85	+1%	+$8.83K	0.92%	36
2021 Q4	$856K	Buy	+8,151	New	+$826K	0.86%	35

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Old North State Wealth Management's DUK Position: Q2 2026 in Review

Old North State Wealth Management increased its Duke Energy (DUK) stake by 3% in Q2 2026, buying an estimated $113K and bringing the position to 30,519 shares worth $3.87M. The position accounts for 1.65% of the portfolio, ranked #25.

Old North State Wealth Management first reported a position in DUK in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.88M in Q1 2026. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Old North State Wealth Management held 30,519 shares of Duke Energy worth $3.87M as of Q2 2026.
Old North State Wealth Management bought 895 Duke Energy shares in Q2 2026, an estimated $113K.
Duke Energy made up 1.65% of Old North State Wealth Management's portfolio in Q2 2026, its #25 holding.
Old North State Wealth Management first reported a position in Duke Energy in Q4 2021 and has held it in 19 quarters since.
Old North State Wealth Management's Duke Energy position peaked at $3.88M in Q1 2026.
2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.