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Quotient Wealth Partners’s Duke Energy DUK Stock Holding History

Quotient 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 		$553K Buy
4,371
+498
+13% +$62.8K 0.01% 196
2026
Q1 		$507K Sell
3,873
-193
-5% -$24.1K 0.01% 193
2025
Q4 		$477K Buy
4,066
+235
+6% +$28.7K 0.01% 202
2025
Q3 		$474K Buy
3,831
+336
+10% +$40.8K 0.01% 201
2025
Q2 		$412K Buy
3,495
+178
+5% +$21K 0.01% 214
2025
Q1 		$405K Buy
3,317
+221
+7% +$25.2K 0.01% 213
2024
Q4 		$334K Buy
3,096
+266
+9% +$30.1K 0.01% 227
2024
Q3 		$326K Buy
2,830
+18
+0.6% +$2K 0.01% 235
2024
Q2 		$282K Buy
2,812
+344
+14% +$34.4K 0.01% 256
2024
Q1 		$239K Buy
+2,468
New +$234K 0.01% 270

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

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

Quotient Wealth Partners increased its Duke Energy (DUK) stake by 13% in Q2 2026, buying an estimated $62.8K and bringing the position to 4,371 shares worth $553K. The position accounts for 0.01% of the portfolio, ranked #196.

Quotient Wealth Partners first reported a position in DUK in Q1 2024 and has held it in 10 quarters since. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Quotient Wealth Partners held 4,371 shares of Duke Energy worth $553K as of Q2 2026.
  • Quotient Wealth Partners bought 498 Duke Energy shares in Q2 2026, an estimated $62.8K.
  • Duke Energy made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #196 holding.
  • Quotient Wealth Partners first reported a position in Duke Energy in Q1 2024 and has held it in 10 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.