SSWG
DUK icon

Seven Springs Wealth Group’s Duke Energy DUK Stock Holding History

Seven Springs Wealth Group’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 		$5.38M Buy
42,526
+3,326
+8% +$420K 1.18% 17
2026
Q1 		$5.13M Buy
39,200
+1,926
+5% +$241K 1.19% 18
2025
Q4 		$4.37M Buy
37,274
+1,248
+3% +$152K 1.25% 17
2025
Q3 		$4.46M Buy
36,026
+1,502
+4% +$182K 1.08% 18
2025
Q2 		$4.07M Buy
34,524
+2,302
+7% +$272K 1.01% 18
2025
Q1 		$3.93M Sell
32,222
-4,826
-13% -$550K 1.4% 16
2024
Q4 		$3.99M Buy
37,048
+1,894
+5% +$215K 1.49% 16
2024
Q3 		$4.05M Buy
35,154
+704
+2% +$78.4K 1.47% 17
2024
Q2 		$3.45M Buy
34,450
+881
+3% +$88.1K 1.35% 16
2024
Q1 		$3.25M Buy
33,569
+5,796
+21% +$550K 1.25% 17
2023
Q4 		$2.7M Buy
27,773
+1,208
+5% +$110K 1.21% 16
2023
Q3 		$2.34M Sell
26,565
-17,605
-40% -$1.61M 1.12% 16
2023
Q2 		$3.96M Buy
44,170
+17,788
+67% +$1.68M 1.88% 12
2023
Q1 		$2.55M Buy
26,382
+547
+2% +$54K 1.26% 15
2022
Q4 		$2.66M Sell
25,835
-1,481
-5% -$142K 1.28% 12
2022
Q3 		$2.54M Buy
27,316
+149
+0.5% +$16K 1.38% 14
2022
Q2 		$2.91M Buy
27,167
+42
+0.2% +$4.62K 1.46% 14
2022
Q1 		$3.03M Buy
27,125
+851
+3% +$88.4K 1.44% 12
2021
Q4 		$2.76M Buy
26,274
+5,225
+25% +$530K 1.26% 13
2021
Q3 		$2.05M Buy
21,049
+2,481
+13% +$257K 1.01% 16
2021
Q2 		$1.83M Buy
18,568
+2,153
+13% +$216K 0.79% 17
2021
Q1 		$1.58M Buy
16,415
+3,753
+30% +$343K 0.75% 16
2020
Q4 		$1.16M Buy
12,662
+73
+0.6% +$6.75K 0.6% 18
2020
Q3 		$1.11M Buy
12,589
+12,173
+2,926% +$1M 0.7% 16
2020
Q2 		$33K Hold
416
– – 0.02% 78
2020
Q1 		$34K Hold
416
– – 0.02% 78
2019
Q4 		$38K Buy
+416
New +$38.1K 0.03% 100

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

Seven Springs Wealth Group's DUK Position: Q2 2026 in Review

Seven Springs Wealth Group increased its Duke Energy (DUK) stake by 8.5% in Q2 2026, buying an estimated $420K and bringing the position to 42,526 shares worth $5.38M. The position accounts for 1.18% of the portfolio, ranked #17.

Seven Springs Wealth Group first reported a position in DUK in Q4 2019 and has held it in 27 quarters since. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Seven Springs Wealth Group held 42,526 shares of Duke Energy worth $5.38M as of Q2 2026.
  • Seven Springs Wealth Group bought 3,326 Duke Energy shares in Q2 2026, an estimated $420K.
  • Duke Energy made up 1.18% of Seven Springs Wealth Group's portfolio in Q2 2026, its #17 holding.
  • Seven Springs Wealth Group first reported a position in Duke Energy in Q4 2019 and has held it in 27 quarters since.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Seven Springs Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.