SWM
DUK icon

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
Q2 		$368K Buy
2,904
+712
+32% +$89.8K 0.03% 212
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Duke Energy (DUK) stake by 32% in Q2 2026, buying an estimated $89.8K and bringing the position to 2,904 shares worth $368K. The position accounts for 0.03% of the portfolio, ranked #212.

SHP Wealth Management first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. 2,497 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • SHP Wealth Management held 2,904 shares of Duke Energy worth $368K as of Q2 2026.
  • SHP Wealth Management bought 712 Duke Energy shares in Q2 2026, an estimated $89.8K.
  • Duke Energy made up 0.03% of SHP Wealth Management's portfolio in Q2 2026, its #212 holding.
  • SHP Wealth Management first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • 2,497 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.