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

Silverlake 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 		$744K Buy
5,680
+5
+0.1% +$625 0.16% 160
2025
Q4 		$665K Buy
5,675
+179
+3% +$21.9K 0.15% 160
2025
Q3 		$680K Sell
5,496
-49
-0.9% -$5.95K 0.17% 148
2025
Q2 		$654K Sell
5,545
-186
-3% -$21.9K 0.19% 139
2025
Q1 		$699K Sell
5,731
-214
-4% -$24.4K 0.26% 101
2024
Q4 		$641K Buy
5,945
+3
+0.1% +$340 0.25% 103
2024
Q3 		$685K Buy
5,942
+658
+12% +$73.2K 0.26% 100
2024
Q2 		$530K Buy
5,284
+716
+16% +$71.6K 0.22% 112
2024
Q1 		$442K Sell
4,568
-271
-6% -$25.7K 0.22% 116
2023
Q4 		$470K Buy
4,839
+4
+0.1% +$364 0.26% 101
2023
Q3 		$427K Sell
4,835
-275
-5% -$25.2K 0.24% 113
2023
Q2 		$459K Buy
5,110
+251
+5% +$23.7K 0.25% 95
2023
Q1 		$469K Sell
4,859
-391
-7% -$38.6K 0.28% 89
2022
Q4 		$541K Buy
5,250
+2
+0% +$192 0.34% 70
2022
Q3 		$488K Buy
5,248
+760
+17% +$81.6K 0.33% 77
2022
Q2 		$481K Buy
4,488
+3
+0.1% +$330 0.31% 77
2022
Q1 		$501K Buy
4,485
+23
+0.5% +$2.39K 0.29% 86
2021
Q4 		$468K Buy
+4,462
New +$452K 0.25% 100

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 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

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

Silverlake Wealth Management increased its Duke Energy (DUK) stake by 0.09% in Q1 2026, buying an estimated $625 and bringing the position to 5,680 shares worth $744K. The position accounts for 0.16% of the portfolio, ranked #160.

Silverlake Wealth Management first reported a position in DUK in Q4 2021 and has held it in 18 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Silverlake Wealth Management held 5,680 shares of Duke Energy worth $744K as of Q1 2026.
  • Silverlake Wealth Management bought 5 Duke Energy shares in Q1 2026, an estimated $625.
  • Duke Energy made up 0.16% of Silverlake Wealth Management's portfolio in Q1 2026, its #160 holding.
  • Silverlake Wealth Management first reported a position in Duke Energy in Q4 2021 and has held it in 18 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.