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Ponta Wealth Partners’s Duke Energy DUK Stock Holding History

Ponta Wealth Partners’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 		$419K Buy
3,313
+1,272
+62% +$160K 0.22% 104
2026
Q1 		$267K Sell
2,041
-1
-0% -$125 0.21% 100
2025
Q4 		$239K Buy
+2,042
New +$249K 0.22% 92

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

Ponta Wealth Partners's DUK Position: Q2 2026 in Review

Ponta Wealth Partners increased its Duke Energy (DUK) stake by 62% in Q2 2026, buying an estimated $160K and bringing the position to 3,313 shares worth $419K. The position accounts for 0.22% of the portfolio, ranked #104.

Ponta Wealth Partners first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. 2,480 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Ponta Wealth Partners held 3,313 shares of Duke Energy worth $419K as of Q2 2026.
  • Ponta Wealth Partners bought 1,272 Duke Energy shares in Q2 2026, an estimated $160K.
  • Duke Energy made up 0.22% of Ponta Wealth Partners's portfolio in Q2 2026, its #104 holding.
  • Ponta Wealth Partners first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • 2,480 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Ponta Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.