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ORG Wealth Partners’s Duke Energy DUK Stock Holding History

ORG Wealth Partners’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 		$24.3K Hold
185
– – ﹤0.01% 398
2025
Q4 		$21.8K Sell
185
-258
-58% -$31.5K 0.01% 393
2025
Q3 		$55K Hold
443
– – 0.01% 316
2025
Q2 		$52.8K Hold
443
– – 0.01% 325
2025
Q1 		$53.8K Buy
+443
New +$50.5K 0.02% 340

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

ORG Wealth Partners's DUK Position: Q1 2026 in Review

ORG Wealth Partners held its Duke Energy (DUK) position steady in Q1 2026 at 185 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

ORG Wealth Partners first reported a position in DUK in Q1 2025 and has held it in 5 quarters since. The position peaked at $55K in Q3 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • ORG Wealth Partners held 185 shares of Duke Energy worth $24.3K as of Q1 2026.
  • ORG Wealth Partners left its Duke Energy share count unchanged in Q1 2026.
  • Duke Energy made up ﹤0.01% of ORG Wealth Partners's portfolio in Q1 2026, its #398 holding.
  • ORG Wealth Partners first reported a position in Duke Energy in Q1 2025 and has held it in 5 quarters since.
  • ORG Wealth Partners's Duke Energy position peaked at $55K in Q3 2025.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.