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Prestige Wealth Management Group’s Duke Energy DUK Stock Holding History

Prestige Wealth Management Group’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 		$38.5K Hold
304
– – 0.01% 292
2026
Q1 		$39.8K Buy
304
+17
+6% +$2.13K 0.01% 275
2025
Q4 		$33.6K Buy
287
+49
+21% +$5.98K 0.01% 299
2025
Q3 		$29.5K Buy
238
+1
+0.4% +$121 0.01% 323
2025
Q2 		$28K Hold
237
– – 0.01% 318
2025
Q1 		$28.9K Buy
237
+2
+0.9% +$228 0.01% 309
2024
Q4 		$25.3K Hold
235
– – 0.01% 329
2024
Q3 		$27.1K Hold
235
– – 0.01% 314
2024
Q2 		$23.6K Sell
235
-214
-48% -$21.4K 0.01% 304
2024
Q1 		$43.4K Sell
449
-215
-32% -$20.4K 0.01% 269
2023
Q4 		$64.4K Buy
664
+5
+0.8% +$455 0.01% 225
2023
Q3 		$58.2K Sell
659
-309
-32% -$28.3K 0.01% 228
2023
Q2 		$86.9K Buy
968
+16
+2% +$1.51K 0.02% 218
2023
Q1 		$91.8K Buy
952
+24
+3% +$2.37K 0.02% 195
2022
Q4 		$95.5K Buy
928
+138
+17% +$13.2K 0.02% 195
2022
Q3 		$74K Buy
790
+3
+0.4% +$322 0.02% 193
2022
Q2 		$85K Buy
787
+2
+0.3% +$220 0.02% 190
2022
Q1 		$88K Buy
785
+2
+0.3% +$208 0.02% 197
2021
Q4 		$82K Buy
783
+2
+0.3% +$203 0.02% 219
2021
Q3 		$76K Buy
781
+167
+27% +$17.3K 0.02% 215
2021
Q2 		$60K Sell
614
-165
-21% -$16.6K 0.02% 230
2021
Q1 		$75K Buy
779
+24
+3% +$2.19K 0.02% 210
2020
Q4 		$69K Sell
755
-388
-34% -$35.9K 0.02% 213
2020
Q3 		$101K Buy
1,143
+351
+44% +$28.9K 0.03% 171
2020
Q2 		$63K Sell
792
-106
-12% -$8.96K 0.02% 194
2020
Q1 		$73K Buy
898
+653
+267% +$60K 0.03% 141
2019
Q4 		$22K Sell
245
-11
-4% -$1.01K 0.01% 281
2019
Q3 		$25K Buy
256
+56
+28% +$5.1K 0.01% 252
2019
Q2 		$18K Hold
200
– – 0.01% 284
2019
Q1 		$18K Sell
200
-128
-39% -$11.3K 0.01% 290
2018
Q4 		$28K Buy
+328
New +$27.9K 0.02% 257

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 $3.38T AUM 44.17% 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

Prestige Wealth Management Group's DUK Position: Q2 2026 in Review

Prestige Wealth Management Group held its Duke Energy (DUK) position steady in Q2 2026 at 304 shares worth $38.5K. The position accounts for 0.01% of the portfolio, ranked #292.

Prestige Wealth Management Group first reported a position in DUK in Q4 2018 and has held it in 31 quarters since. The position peaked at $101K in Q3 2020. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Prestige Wealth Management Group held 304 shares of Duke Energy worth $38.5K as of Q2 2026.
  • Prestige Wealth Management Group left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #292 holding.
  • Prestige Wealth Management Group first reported a position in Duke Energy in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's Duke Energy position peaked at $101K in Q3 2020.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.