Quadcap Wealth Management’s Duke Energy DUK Stock Holding History

Quadcap Wealth Management’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	$6.31M	Buy	49,824 +1,501	+3%	+$189K	0.61%	39
2026 Q1	$6.33M	Sell	48,323 -165	-0.3%	-$20.6K	0.72%	35
2025 Q4	$5.68M	Buy	48,488 +36	+0.1%	+$4.4K	0.65%	39
2025 Q3	$6M	Sell	48,452 -404	-0.8%	-$49K	0.71%	35
2025 Q2	$5.76M	Buy	48,856 +1,918	+4%	+$226K	0.73%	26
2025 Q1	$5.72M	Buy	46,938 +237	+0.5%	+$27K	0.83%	22
2024 Q4	$5.03M	Sell	46,701 -183	-0.4%	-$20.7K	0.74%	26
2024 Q3	$5.41M	Sell	46,884 -23	-0%	-$2.56K	0.84%	20
2024 Q2	$4.7M	Buy	46,907 +2,091	+5%	+$209K	0.85%	21
2024 Q1	$4.33M	Sell	44,816 -2,119	-5%	-$201K	0.99%	16
2023 Q4	$4.55M	Buy	+46,935	New	+$4.27M	1.18%	15

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 $3.37T AUM 44.26% 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

Quadcap Wealth Management's DUK Position: Q2 2026 in Review

Quadcap Wealth Management increased its Duke Energy (DUK) stake by 3.1% in Q2 2026, buying an estimated $189K and bringing the position to 49,824 shares worth $6.31M. The position accounts for 0.61% of the portfolio, ranked #39.

Quadcap Wealth Management first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.33M in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Quadcap Wealth Management held 49,824 shares of Duke Energy worth $6.31M as of Q2 2026.
Quadcap Wealth Management bought 1,501 Duke Energy shares in Q2 2026, an estimated $189K.
Duke Energy made up 0.61% of Quadcap Wealth Management's portfolio in Q2 2026, its #39 holding.
Quadcap Wealth Management first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
Quadcap Wealth Management's Duke Energy position peaked at $6.33M in Q1 2026.
2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.