PWMG
DUK icon

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

Private 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
Q1 		$37.4K Hold
286
– – 0.01% 229
2025
Q4 		$33.5K Hold
286
– – 0.01% 233
2025
Q3 		$35.4K Hold
286
– – 0.01% 230
2025
Q2 		$33.7K Hold
286
– – 0.01% 220
2025
Q1 		$34.9K Sell
286
-135
-32% -$15.4K 0.01% 213
2024
Q4 		$45.4K Buy
421
+150
+55% +$17K 0.02% 177
2024
Q3 		$31.2K Hold
271
– – 0.01% 217
2024
Q2 		$27.2K Hold
271
– – 0.01% 229
2024
Q1 		$26.2K Hold
271
– – 0.01% 229
2023
Q4 		$26.3K Buy
+271
New +$24.6K 0.01% 232

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

Private Wealth Management Group's DUK Position: Q1 2026 in Review

Private Wealth Management Group held its Duke Energy (DUK) position steady in Q1 2026 at 286 shares worth $37.4K. The position accounts for 0.01% of the portfolio, ranked #229.

Private Wealth Management Group first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. The position peaked at $45.4K in Q4 2024. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Private Wealth Management Group held 286 shares of Duke Energy worth $37.4K as of Q1 2026.
  • Private Wealth Management Group left its Duke Energy share count unchanged in Q1 2026.
  • Duke Energy made up 0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #229 holding.
  • Private Wealth Management Group first reported a position in Duke Energy in Q4 2023 and has held it in 10 quarters since.
  • Private Wealth Management Group's Duke Energy position peaked at $45.4K in Q4 2024.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.