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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Phillips Wealth Planners's DUK Position: Q1 2026 in Review

Phillips Wealth Planners increased its Duke Energy (DUK) stake by 0.51% in Q1 2026, buying an estimated $7.13K and bringing the position to 11,242 shares worth $1.4M. The position accounts for 1.06% of the portfolio, ranked #17.

Phillips Wealth Planners first reported a position in DUK in Q4 2022 and has held it in 14 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Phillips Wealth Planners held 11,242 shares of Duke Energy worth $1.4M as of Q1 2026.
  • Phillips Wealth Planners bought 57 Duke Energy shares in Q1 2026, an estimated $7.13K.
  • Duke Energy made up 1.06% of Phillips Wealth Planners's portfolio in Q1 2026, its #17 holding.
  • Phillips Wealth Planners first reported a position in Duke Energy in Q4 2022 and has held it in 14 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.