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

SHP 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 		$287K Buy
2,192
+86
+4% +$10.8K 0.02% 205
2025
Q4 		$247K Buy
+2,106
New +$257K 0.02% 224

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SHP Wealth Management's DUK Position: Q1 2026 in Review

SHP Wealth Management increased its Duke Energy (DUK) stake by 4.1% in Q1 2026, buying an estimated $10.8K and bringing the position to 2,192 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #205.

SHP Wealth Management first reported a position in DUK in Q4 2025 and has held it in 2 quarters since. 2,476 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • SHP Wealth Management held 2,192 shares of Duke Energy worth $287K as of Q1 2026.
  • SHP Wealth Management bought 86 Duke Energy shares in Q1 2026, an estimated $10.8K.
  • Duke Energy made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #205 holding.
  • SHP Wealth Management first reported a position in Duke Energy in Q4 2025 and has held it in 2 quarters since.
  • 2,476 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

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