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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Parr McKnight Wealth Management Group reduced its Duke Energy (DUK) stake by 10% in Q1 2026, selling an estimated $257K and leaving 17,647 shares worth $2.31M. The position accounts for 0.3% of the portfolio, ranked #108.

Parr McKnight Wealth Management Group first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.43M in Q3 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Parr McKnight Wealth Management Group held 17,647 shares of Duke Energy worth $2.31M as of Q1 2026.
Parr McKnight Wealth Management Group sold 2,058 Duke Energy shares in Q1 2026, an estimated $257K.
Duke Energy made up 0.3% of Parr McKnight Wealth Management Group's portfolio in Q1 2026, its #108 holding.
Parr McKnight Wealth Management Group first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
Parr McKnight Wealth Management Group's Duke Energy position peaked at $2.43M in Q3 2025.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

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