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Simplicity Wealth’s Duke Energy DUK Stock Holding History

Simplicity Wealth’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 		$1.32M Buy
10,453
+2,872
+38% +$362K 0.04% 360
2026
Q1 		$993K Sell
7,581
-79
-1% -$9.88K 0.06% 300
2025
Q4 		$898K Sell
7,660
-6,194
-45% -$756K 0.05% 303
2025
Q3 		$1.71M Sell
13,854
-2,839
-17% -$345K 0.1% 207
2025
Q2 		$1.97M Buy
16,693
+9,455
+131% +$1.12M 0.08% 220
2025
Q1 		$883K Buy
7,238
+4,464
+161% +$509K 0.07% 270
2024
Q4 		$299K Buy
2,774
+740
+36% +$83.8K 0.06% 239
2024
Q3 		$235K Sell
2,034
-22,195
-92% -$2.47M 0.02% 438
2024
Q2 		$2.43M Buy
24,229
+2,583
+12% +$258K 0.05% 322
2024
Q1 		$2.09M Buy
+21,646
New +$2.05M 0.05% 346

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

Simplicity Wealth's DUK Position: Q2 2026 in Review

Simplicity Wealth increased its Duke Energy (DUK) stake by 38% in Q2 2026, buying an estimated $362K and bringing the position to 10,453 shares worth $1.32M. The position accounts for 0.04% of the portfolio, ranked #360.

Simplicity Wealth first reported a position in DUK in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.43M in Q2 2024. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Simplicity Wealth held 10,453 shares of Duke Energy worth $1.32M as of Q2 2026.
  • Simplicity Wealth bought 2,872 Duke Energy shares in Q2 2026, an estimated $362K.
  • Duke Energy made up 0.04% of Simplicity Wealth's portfolio in Q2 2026, its #360 holding.
  • Simplicity Wealth first reported a position in Duke Energy in Q1 2024 and has held it in 10 quarters since.
  • Simplicity Wealth's Duke Energy position peaked at $2.43M in Q2 2024.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.