RWM
DUK icon

RKL Wealth Management’s Duke Energy DUK Stock Holding History

RKL 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
Q1 		$2M Buy
15,259
+570
+4% +$71.3K 0.18% 66
2025
Q4 		$1.72M Buy
14,689
+11,201
+321% +$1.37M 0.14% 76
2025
Q3 		$432K Buy
3,488
+1
+0% +$121 0.04% 136
2025
Q2 		$411K Buy
3,487
+83
+2% +$9.79K 0.04% 136
2025
Q1 		$415K Buy
+3,404
New +$388K 0.04% 132

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

RKL Wealth Management's DUK Position: Q1 2026 in Review

RKL Wealth Management increased its Duke Energy (DUK) stake by 3.9% in Q1 2026, buying an estimated $71.3K and bringing the position to 15,259 shares worth $2M. The position accounts for 0.18% of the portfolio, ranked #66.

RKL Wealth Management first reported a position in DUK in Q1 2025 and has held it in 5 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • RKL Wealth Management held 15,259 shares of Duke Energy worth $2M as of Q1 2026.
  • RKL Wealth Management bought 570 Duke Energy shares in Q1 2026, an estimated $71.3K.
  • Duke Energy made up 0.18% of RKL Wealth Management's portfolio in Q1 2026, its #66 holding.
  • RKL Wealth Management first reported a position in Duke Energy in Q1 2025 and has held it in 5 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.