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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Schrum Private Wealth Management's DUK Position: Q1 2026 in Review

Schrum Private Wealth Management opened a new position in Duke Energy (DUK) in Q1 2026: 1,672 shares worth $219K. The stake represents 0.17% of the portfolio and ranks #121 among its holdings. This is a return to the name: Schrum Private Wealth Management previously reported a position in DUK as recently as Q3 2025.

Schrum Private Wealth Management first reported a position in DUK in Q4 2021 and has held it in 7 quarters since. The position peaked at $665K in Q1 2022. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Schrum Private Wealth Management held 1,672 shares of Duke Energy worth $219K as of Q1 2026.
Duke Energy was a new Schrum Private Wealth Management position in Q1 2026.
Duke Energy made up 0.17% of Schrum Private Wealth Management's portfolio in Q1 2026, its #121 holding.
Schrum Private Wealth Management first reported a position in Duke Energy in Q4 2021 and has held it in 7 quarters since.
Schrum Private Wealth Management's Duke Energy position peaked at $665K in Q1 2022.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.