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

Quadrant Private 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 		$202K Buy
+1,599
New +$202K 0.05% 163
2025
Q4 		– Sell
-1,711
Closed -$212K – 277
2025
Q3 		$212K Buy
+1,711
New +$208K 0.04% 240

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 $3.37T AUM 44.26% 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

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

Quadrant Private Wealth Management opened a new position in Duke Energy (DUK) in Q2 2026: 1,599 shares worth $202K. The stake represents 0.05% of the portfolio and ranks #163 among its holdings. This is a return to the name: Quadrant Private Wealth Management previously reported a position in DUK as recently as Q3 2025.

Quadrant Private Wealth Management first reported a position in DUK in Q3 2025 and has held it in 2 quarters since. The position peaked at $212K in Q3 2025. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Quadrant Private Wealth Management held 1,599 shares of Duke Energy worth $202K as of Q2 2026.
  • Duke Energy was a new Quadrant Private Wealth Management position in Q2 2026.
  • Duke Energy made up 0.05% of Quadrant Private Wealth Management's portfolio in Q2 2026, its #163 holding.
  • Quadrant Private Wealth Management first reported a position in Duke Energy in Q3 2025 and has held it in 2 quarters since.
  • Quadrant Private Wealth Management's Duke Energy position peaked at $212K in Q3 2025.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.