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Principia Wealth Advisory’s Duke Energy DUK Stock Holding History

Principia Wealth Advisory’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 		$7.34K Buy
58
+12
+26% +$1.51K ﹤0.01% 290
2026
Q1 		$6.02K Buy
46
+6
+15% +$750 ﹤0.01% 269
2025
Q4 		$4.69K Buy
40
+4
+11% +$488 ﹤0.01% 287
2025
Q3 		$4.46K Buy
36
+5
+16% +$607 ﹤0.01% 285
2025
Q2 		$3.66K Sell
31
-4
-11% -$472 ﹤0.01% 279
2025
Q1 		$4.07K Buy
35
+12
+52% +$1.37K ﹤0.01% 204
2024
Q4 		$2.48K Buy
+23
New +$2.61K ﹤0.01% 212

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

Principia Wealth Advisory's DUK Position: Q2 2026 in Review

Principia Wealth Advisory increased its Duke Energy (DUK) stake by 26% in Q2 2026, buying an estimated $1.51K and bringing the position to 58 shares worth $7.34K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Principia Wealth Advisory first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. 2,481 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Principia Wealth Advisory held 58 shares of Duke Energy worth $7.34K as of Q2 2026.
  • Principia Wealth Advisory bought 12 Duke Energy shares in Q2 2026, an estimated $1.51K.
  • Duke Energy made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #290 holding.
  • Principia Wealth Advisory first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.