PWM
DUK icon

Peck Wealth Management’s Duke Energy DUK Stock Holding History

Peck 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 		$38K Hold
300
– – 0.03% 115
2026
Q1 		$39.3K Hold
300
– – 0.04% 111
2025
Q4 		$35.2K Hold
300
– – 0.03% 119
2025
Q3 		$37.1K Buy
+300
New +$36.4K 0.04% 119

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Peck Wealth Management's DUK Position: Q2 2026 in Review

Peck Wealth Management held its Duke Energy (DUK) position steady in Q2 2026 at 300 shares worth $38K. The position accounts for 0.03% of the portfolio, ranked #115.

Peck Wealth Management first reported a position in DUK in Q3 2025 and has held it in 4 quarters since. The position peaked at $39.3K in Q1 2026. 2,472 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Peck Wealth Management held 300 shares of Duke Energy worth $38K as of Q2 2026.
  • Peck Wealth Management left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.03% of Peck Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Peck Wealth Management first reported a position in Duke Energy in Q3 2025 and has held it in 4 quarters since.
  • Peck Wealth Management's Duke Energy position peaked at $39.3K in Q1 2026.
  • 2,472 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Peck Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.