Parr McKnight Wealth Management Group’s Duke Energy DUK Stock Holding History

Parr McKnight 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	$2.19M	Sell	17,291 -356	-2%	-$44.9K	0.26%	117
2026 Q1	$2.31M	Sell	17,647 -2,058	-10%	-$257K	0.3%	108
2025 Q4	$2.31M	Buy	19,705 +94	+0.5%	+$11.5K	0.3%	100
2025 Q3	$2.43M	Buy	19,611 +367	+2%	+$44.5K	0.32%	101
2025 Q2	$2.27M	Buy	19,244 +164	+0.9%	+$19.4K	0.31%	105
2025 Q1	$2.33M	Buy	19,080 +663	+4%	+$75.6K	0.33%	104
2024 Q4	$1.98M	Buy	+18,417	New	+$2.09M	0.28%	98

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 $3.38T AUM 44.17% 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

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

Parr McKnight Wealth Management Group reduced its Duke Energy (DUK) stake by 2% in Q2 2026, selling an estimated $44.9K and leaving 17,291 shares worth $2.19M. The position accounts for 0.26% of the portfolio, ranked #117.

Parr McKnight Wealth Management Group first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.43M in Q3 2025. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Parr McKnight Wealth Management Group held 17,291 shares of Duke Energy worth $2.19M as of Q2 2026.
Parr McKnight Wealth Management Group sold 356 Duke Energy shares in Q2 2026, an estimated $44.9K.
Duke Energy made up 0.26% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #117 holding.
Parr McKnight Wealth Management Group first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
Parr McKnight Wealth Management Group's Duke Energy position peaked at $2.43M in Q3 2025.
2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.