PWP
DUK icon

Principle Wealth Partners’s Duke Energy DUK Stock Holding History

Principle 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
Q1 		$5.43M Sell
41,455
-159
-0.4% -$19.9K 0.31% 66
2025
Q4 		$4.88M Buy
41,614
+1,704
+4% +$208K 0.27% 70
2025
Q3 		$4.94M Buy
39,910
+961
+2% +$117K 0.29% 71
2025
Q2 		$4.6M Sell
38,949
-1,287
-3% -$152K 0.29% 72
2025
Q1 		$4.91M Sell
40,236
-1,576
-4% -$180K 0.35% 69
2024
Q4 		$4.5M Buy
41,812
+5,898
+16% +$668K 0.32% 72
2024
Q3 		$4.14M Hold
35,914
– – 0.29% 79
2024
Q2 		$3.6M Buy
35,914
+3,190
+10% +$319K 0.27% 88
2024
Q1 		$3.16M Buy
32,724
+5,815
+22% +$552K 0.25% 97
2023
Q4 		$2.61M Buy
26,909
+6,293
+31% +$572K 0.22% 99
2023
Q3 		$1.82M Buy
20,616
+1,550
+8% +$142K 0.18% 113
2023
Q2 		$1.71M Sell
19,066
-90
-0.5% -$8.49K 0.17% 110
2023
Q1 		$1.85M Buy
19,156
+454
+2% +$44.8K 0.2% 102
2022
Q4 		$1.93M Sell
18,702
-541
-3% -$51.9K 0.22% 96
2022
Q3 		$1.79K Buy
19,243
+300
+2% +$32.2K 0.17% 91
2022
Q2 		$2.03M Sell
18,943
-2,137
-10% -$235K 0.24% 90
2022
Q1 		$2.35M Sell
21,080
-33
-0.2% -$3.43K 0.25% 88
2021
Q4 		$2.21M Sell
21,113
-419
-2% -$42.5K 0.23% 86
2021
Q3 		$2.1M Buy
21,532
+850
+4% +$88K 0.24% 87
2021
Q2 		$2.04M Sell
20,682
-535
-3% -$53.7K 0.23% 88
2021
Q1 		$2.05M Sell
21,217
-80
-0.4% -$7.3K 0.24% 88
2020
Q4 		$1.95M Buy
+21,297
New +$1.97M 0.26% 79
2020
Q3 		– Sell
-1,915
Closed -$153K – 226
2020
Q2 		$153K Buy
+1,915
New +$162K 0.04% 167
2019
Q3 		– Sell
-2,300
Closed -$203K – 167
2019
Q2 		$203K Buy
+2,300
New +$203K 0.1% 136

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Principle Wealth Partners's DUK Position: Q1 2026 in Review

Principle Wealth Partners reduced its Duke Energy (DUK) stake by 0.38% in Q1 2026, selling an estimated $19.9K and leaving 41,455 shares worth $5.43M. The position accounts for 0.31% of the portfolio, ranked #66.

Principle Wealth Partners first reported a position in DUK in Q2 2019 and has held it in 24 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Principle Wealth Partners held 41,455 shares of Duke Energy worth $5.43M as of Q1 2026.
  • Principle Wealth Partners sold 159 Duke Energy shares in Q1 2026, an estimated $19.9K.
  • Duke Energy made up 0.31% of Principle Wealth Partners's portfolio in Q1 2026, its #66 holding.
  • Principle Wealth Partners first reported a position in Duke Energy in Q2 2019 and has held it in 24 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.