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Schulz Wealth’s Duke Energy DUK Stock Holding History

Schulz Wealth’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 		$317K Buy
+2,505
New +$316K 0.16% 58
2025
Q4 		$294K Hold
2,505
– – 0.19% 53
2025
Q3 		$310K Hold
2,505
– – 0.2% 52
2025
Q2 		$296K Hold
2,505
– – 0.22% 54
2025
Q1 		$306K Hold
2,505
– – 0.23% 49
2024
Q4 		$270K Hold
2,505
– – 0.21% 51
2024
Q3 		$289K Hold
2,505
– – 0.22% 48
2024
Q2 		$251K Hold
2,505
– – 0.21% 49
2024
Q1 		$242K Hold
2,505
– – 0.21% 49
2023
Q4 		$243K Buy
+2,505
New +$228K 0.23% 44

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

Schulz Wealth's DUK Position: Q2 2026 in Review

Schulz Wealth opened a new position in Duke Energy (DUK) in Q2 2026: 2,505 shares worth $317K. The stake represents 0.16% of the portfolio and ranks #58 among its holdings. This is a return to the name: Schulz Wealth previously reported a position in DUK as recently as Q4 2025.

Schulz Wealth first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Schulz Wealth held 2,505 shares of Duke Energy worth $317K as of Q2 2026.
  • Duke Energy was a new Schulz Wealth position in Q2 2026.
  • Duke Energy made up 0.16% of Schulz Wealth's portfolio in Q2 2026, its #58 holding.
  • Schulz Wealth first reported a position in Duke Energy in Q4 2023 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 Schulz Wealth's 13F filing for Q2 2026, filed 26 Aug 2026.