PWMA
DUK icon

Pension & Wealth Management Advisors’s Duke Energy DUK Stock Holding History

Pension & Wealth Management Advisors’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 		$23.2K Hold
183
– – 0.01% 387
2026
Q1 		$24K Hold
183
– – 0.01% 358
2025
Q4 		$21.4K Hold
183
– – 0.01% 370
2025
Q3 		$22.6K Hold
183
– – 0.01% 354
2025
Q2 		$21.6K Hold
183
– – 0.01% 322
2025
Q1 		$22.3K Hold
183
– – 0.01% 327
2024
Q4 		$19.7K Buy
+183
New +$20.7K 0.01% 336

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pension & Wealth Management Advisors's DUK Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its Duke Energy (DUK) position steady in Q2 2026 at 183 shares worth $23.2K. The position accounts for 0.01% of the portfolio, ranked #387.

Pension & Wealth Management Advisors first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $24K in Q1 2026. 2,382 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Pension & Wealth Management Advisors held 183 shares of Duke Energy worth $23.2K as of Q2 2026.
  • Pension & Wealth Management Advisors left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #387 holding.
  • Pension & Wealth Management Advisors first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Pension & Wealth Management Advisors's Duke Energy position peaked at $24K in Q1 2026.
  • 2,382 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.