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

Schrum 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	–	Sell	-1,672	Closed	-$219K	–	116
2026 Q1	$219K	Buy	+1,672	New	+$209K	0.17%	121
2025 Q4	–	Sell	-1,834	Closed	-$227K	–	126
2025 Q3	$227K	Buy	+1,834	New	+$223K	0.17%	123
2024 Q4	–	Sell	-2,546	Closed	-$294K	–	138
2024 Q3	$294K	Buy	+2,546	New	+$283K	0.15%	130
2022 Q4	–	Sell	-3,295	Closed	-$306K	–	108
2022 Q3	$306K	Sell	3,295 -2,631	-44%	-$283K	0.39%	77
2022 Q2	$635K	Hold	5,926	–	–	0.72%	38
2022 Q1	$665K	Hold	5,926	–	–	0.67%	44
2021 Q4	$620K	Buy	+5,926	New	+$601K	0.56%	49

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

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

Schrum Private Wealth Management sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 1,672 shares — an estimated $219K sold.

Schrum Private Wealth Management first reported a position in DUK in Q4 2021 and held it in 7 quarters. The position peaked at $665K in Q1 2022. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Schrum Private Wealth Management reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
Schrum Private Wealth Management sold 1,672 Duke Energy shares in Q2 2026, an estimated $219K.
Schrum Private Wealth Management first reported a position in Duke Energy in Q4 2021 and held it in 7 quarters.
Schrum Private Wealth Management's Duke Energy position peaked at $665K in Q1 2022.
2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.