PWM
DUK icon

Pines Wealth Management’s Duke Energy DUK Stock Holding History

Pines 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 		$1.19M Sell
9,409
-10
-0.1% -$1.26K 0.34% 80
2026
Q1 		$1.23M Sell
9,419
-427
-4% -$53.4K 0.4% 70
2025
Q4 		$1.15M Buy
9,846
+49
+0.5% +$5.98K 0.37% 69
2025
Q3 		$1.21M Sell
9,797
-143
-1% -$17.4K 0.41% 60
2025
Q2 		$1.17M Buy
9,940
+135
+1% +$15.9K 0.41% 60
2025
Q1 		$1.14M Buy
9,805
+61
+0.6% +$6.95K 0.53% 45
2024
Q4 		$1.03M Buy
+9,744
New +$1.1M 0.45% 54

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

Pines Wealth Management's DUK Position: Q2 2026 in Review

Pines Wealth Management reduced its Duke Energy (DUK) stake by 0.11% in Q2 2026, selling an estimated $1.26K and leaving 9,409 shares worth $1.19M. The position accounts for 0.34% of the portfolio, ranked #80.

Pines Wealth Management first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.23M in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Pines Wealth Management held 9,409 shares of Duke Energy worth $1.19M as of Q2 2026.
  • Pines Wealth Management sold 10 Duke Energy shares in Q2 2026, an estimated $1.26K.
  • Duke Energy made up 0.34% of Pines Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Pines Wealth Management first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Pines Wealth Management's Duke Energy position peaked at $1.23M in Q1 2026.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.