SWP
DUK icon

SIMA Wealth Partners’s Duke Energy DUK Stock Holding History

SIMA Wealth Partners’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 		$16.3K Hold
129
– – 0.01% 104
2026
Q1 		$16.9K Sell
129
-129
-50% -$16.1K 0.01% 102
2025
Q4 		$30.2K Hold
258
– – 0.02% 94
2025
Q3 		$31.9K Hold
258
– – 0.02% 92
2025
Q2 		$30.4K Hold
258
– – 0.02% 93
2025
Q1 		$31.4K Hold
258
– – 0.03% 100
2024
Q4 		$27.8K Hold
258
– – 0.02% 109
2024
Q3 		$29.7K Hold
258
– – 0.03% 97
2024
Q2 		$25.8K Buy
+258
New +$25.8K 0.02% 101

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

SIMA Wealth Partners's DUK Position: Q2 2026 in Review

SIMA Wealth Partners held its Duke Energy (DUK) position steady in Q2 2026 at 129 shares worth $16.3K. The position accounts for 0.01% of the portfolio, ranked #104.

SIMA Wealth Partners first reported a position in DUK in Q2 2024 and has held it in 9 quarters since. The position peaked at $31.9K in Q3 2025. 2,475 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • SIMA Wealth Partners held 129 shares of Duke Energy worth $16.3K as of Q2 2026.
  • SIMA Wealth Partners left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.01% of SIMA Wealth Partners's portfolio in Q2 2026, its #104 holding.
  • SIMA Wealth Partners first reported a position in Duke Energy in Q2 2024 and has held it in 9 quarters since.
  • SIMA Wealth Partners's Duke Energy position peaked at $31.9K in Q3 2025.
  • 2,475 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.