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Pine Harbor Wealth Management’s Duke Energy DUK Stock Holding History

Pine Harbor 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
Q1 		$425K Buy
3,243
+2
+0.1% +$250 0.13% 60
2025
Q4 		$380K Buy
3,241
+2
+0.1% +$244 0.12% 67
2025
Q3 		$401K Buy
3,239
+2
+0.1% +$243 0.13% 67
2025
Q2 		$382K Buy
3,237
+2
+0.1% +$236 0.13% 66
2025
Q1 		$395K Buy
3,235
+2
+0.1% +$228 0.16% 59
2024
Q4 		$348K Sell
3,233
-217
-6% -$24.6K 0.14% 65
2024
Q3 		$398K Buy
3,450
+1
+0% +$111 0.2% 61
2024
Q2 		$346K Buy
3,449
+200
+6% +$20K 0.2% 64
2024
Q1 		$314K Hold
3,249
– – 0.2% 69
2023
Q4 		$315K Buy
+3,249
New +$296K 0.24% 67

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

Pine Harbor Wealth Management's DUK Position: Q1 2026 in Review

Pine Harbor Wealth Management increased its Duke Energy (DUK) stake by 0.06% in Q1 2026, buying an estimated $250 and bringing the position to 3,243 shares worth $425K. The position accounts for 0.13% of the portfolio, ranked #60.

Pine Harbor Wealth Management first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Pine Harbor Wealth Management held 3,243 shares of Duke Energy worth $425K as of Q1 2026.
  • Pine Harbor Wealth Management bought 2 Duke Energy shares in Q1 2026, an estimated $250.
  • Duke Energy made up 0.13% of Pine Harbor Wealth Management's portfolio in Q1 2026, its #60 holding.
  • Pine Harbor Wealth Management first reported a position in Duke Energy in Q4 2023 and has held it in 10 quarters since.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.