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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
Q2 		$411K Buy
3,245
+2
+0.1% +$252 0.11% 68
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 $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

Pine Harbor Wealth Management's DUK Position: Q2 2026 in Review

Pine Harbor Wealth Management increased its Duke Energy (DUK) stake by 0.06% in Q2 2026, buying an estimated $252 and bringing the position to 3,245 shares worth $411K. The position accounts for 0.11% of the portfolio, ranked #68.

Pine Harbor Wealth Management first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $425K in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Pine Harbor Wealth Management held 3,245 shares of Duke Energy worth $411K as of Q2 2026.
  • Pine Harbor Wealth Management bought 2 Duke Energy shares in Q2 2026, an estimated $252.
  • Duke Energy made up 0.11% of Pine Harbor Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Pine Harbor Wealth Management first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • Pine Harbor Wealth Management's Duke Energy position peaked at $425K in Q1 2026.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.