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
Q2 		$1.86M Sell
14,714
-545
-4% -$68.7K 0.15% 72
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 $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 $3.38T AUM 44.17% 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

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

RKL Wealth Management reduced its Duke Energy (DUK) stake by 3.6% in Q2 2026, selling an estimated $68.7K and leaving 14,714 shares worth $1.86M. The position accounts for 0.15% of the portfolio, ranked #72.

RKL Wealth Management first reported a position in DUK in Q1 2025 and has held it in 6 quarters since. The position peaked at $2M in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • RKL Wealth Management held 14,714 shares of Duke Energy worth $1.86M as of Q2 2026.
  • RKL Wealth Management sold 545 Duke Energy shares in Q2 2026, an estimated $68.7K.
  • Duke Energy made up 0.15% of RKL Wealth Management's portfolio in Q2 2026, its #72 holding.
  • RKL Wealth Management first reported a position in Duke Energy in Q1 2025 and has held it in 6 quarters since.
  • RKL Wealth Management's Duke Energy position peaked at $2M in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.