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 Q2	$53.5K	Buy	423 +137	+48%	+$17.3K	0.01%	234
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Private Wealth Management Group increased its Duke Energy (DUK) stake by 48% in Q2 2026, buying an estimated $17.3K and bringing the position to 423 shares worth $53.5K. The position accounts for 0.01% of the portfolio, ranked #234.

Private Wealth Management Group first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Private Wealth Management Group held 423 shares of Duke Energy worth $53.5K as of Q2 2026.
Private Wealth Management Group bought 137 Duke Energy shares in Q2 2026, an estimated $17.3K.
Duke Energy made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #234 holding.
Private Wealth Management Group first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.