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Phillips Wealth Planners’s Duke Energy DUK Stock Holding History

Phillips Wealth Planners’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 		$1.31M Sell
10,219
-1,023
-9% -$129K 0.97% 24
2026
Q1 		$1.4M Buy
11,242
+57
+0.5% +$7.13K 1.06% 17
2025
Q4 		$1.34M Buy
11,185
+373
+3% +$45.5K 1.07% 20
2025
Q3 		$1.34M Buy
10,812
+170
+2% +$20.6K 1.12% 17
2025
Q2 		$1.24M Buy
10,642
+579
+6% +$68.3K 1.12% 18
2025
Q1 		$1.2M Buy
10,063
+4,466
+80% +$509K 1.26% 15
2024
Q4 		$593K Buy
5,597
+267
+5% +$30.2K 0.59% 52
2024
Q3 		$638K Sell
5,330
-1,094
-17% -$122K 0.61% 43
2024
Q2 		$661K Sell
6,424
-59
-0.9% -$5.9K 0.7% 35
2024
Q1 		$602K Buy
6,483
+656
+11% +$62.2K 0.69% 35
2023
Q4 		$559K Buy
5,827
+1,265
+28% +$115K 0.67% 41
2023
Q3 		$400K Buy
4,562
+67
+1% +$6.14K 0.54% 66
2023
Q2 		$403K Buy
4,495
+437
+11% +$41.2K 0.53% 67
2023
Q1 		$402K Buy
4,058
+52
+1% +$5.14K 0.53% 68
2022
Q4 		$401K Buy
+4,006
New +$385K 0.7% 51

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

Phillips Wealth Planners's DUK Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Duke Energy (DUK) stake by 9.1% in Q2 2026, selling an estimated $129K and leaving 10,219 shares worth $1.31M. The position accounts for 0.97% of the portfolio, ranked #24.

Phillips Wealth Planners first reported a position in DUK in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.4M in Q1 2026. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Phillips Wealth Planners held 10,219 shares of Duke Energy worth $1.31M as of Q2 2026.
  • Phillips Wealth Planners sold 1,023 Duke Energy shares in Q2 2026, an estimated $129K.
  • Duke Energy made up 0.97% of Phillips Wealth Planners's portfolio in Q2 2026, its #24 holding.
  • Phillips Wealth Planners first reported a position in Duke Energy in Q4 2022 and has held it in 15 quarters since.
  • Phillips Wealth Planners's Duke Energy position peaked at $1.4M in Q1 2026.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.