SWM
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Shepherd Wealth Management’s Duke Energy DUK Stock Holding History

Shepherd 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 		$431K Buy
3,458
+10
+0.3% +$1.26K 0.24% 28
2026
Q1 		$442K Buy
3,448
+417
+14% +$52.1K 0.33% 28
2025
Q4 		$361K Buy
3,031
+10
+0.3% +$1.22K 0.25% 30
2025
Q3 		$373K Buy
3,021
+10
+0.3% +$1.21K 0.25% 29
2025
Q2 		$378K Buy
+3,011
New +$355K 0.26% 29
2025
Q1 		– Sell
-2,230
Closed -$240K – 36
2024
Q4 		$240K Buy
+2,230
New +$253K 0.24% 45

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

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

Shepherd Wealth Management increased its Duke Energy (DUK) stake by 0.29% in Q2 2026, buying an estimated $1.26K and bringing the position to 3,458 shares worth $431K. The position accounts for 0.24% of the portfolio, ranked #28.

Shepherd Wealth Management first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. The position peaked at $442K in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Shepherd Wealth Management held 3,458 shares of Duke Energy worth $431K as of Q2 2026.
  • Shepherd Wealth Management bought 10 Duke Energy shares in Q2 2026, an estimated $1.26K.
  • Duke Energy made up 0.24% of Shepherd Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Shepherd Wealth Management first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • Shepherd Wealth Management's Duke Energy position peaked at $442K in Q1 2026.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.