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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
Q2 		$5.29M Buy
41,778
+323
+0.8% +$40.7K 0.26% 75
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 		$1.79M 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 $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

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

Principle Wealth Partners increased its Duke Energy (DUK) stake by 0.78% in Q2 2026, buying an estimated $40.7K and bringing the position to 41,778 shares worth $5.29M. The position accounts for 0.26% of the portfolio, ranked #75.

Principle Wealth Partners first reported a position in DUK in Q2 2019 and has held it in 25 quarters since. The position peaked at $5.43M in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Principle Wealth Partners held 41,778 shares of Duke Energy worth $5.29M as of Q2 2026.
  • Principle Wealth Partners bought 323 Duke Energy shares in Q2 2026, an estimated $40.7K.
  • Duke Energy made up 0.26% of Principle Wealth Partners's portfolio in Q2 2026, its #75 holding.
  • Principle Wealth Partners first reported a position in Duke Energy in Q2 2019 and has held it in 25 quarters since.
  • Principle Wealth Partners's Duke Energy position peaked at $5.43M in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.