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Smallwood Wealth Investment Management’s Duke Energy DUK Stock Holding History

Smallwood Wealth Investment 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 		$148K Hold
1,172
– – 0.06% 110
2026
Q1 		$154K Hold
1,172
– – 0.08% 93
2025
Q4 		$137K Sell
1,172
-33
-3% -$4.03K 0.07% 100
2025
Q3 		$149K Buy
1,205
+1
+0.1% +$121 0.08% 98
2025
Q2 		$142K Hold
1,204
– – 0.08% 94
2025
Q1 		$147K Buy
+1,204
New +$137K 0.09% 86

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Smallwood Wealth Investment Management's DUK Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Duke Energy (DUK) position steady in Q2 2026 at 1,172 shares worth $148K. The position accounts for 0.06% of the portfolio, ranked #110.

Smallwood Wealth Investment Management first reported a position in DUK in Q1 2025 and has held it in 6 quarters since. The position peaked at $154K in Q1 2026. 1,614 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Smallwood Wealth Investment Management held 1,172 shares of Duke Energy worth $148K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.06% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #110 holding.
  • Smallwood Wealth Investment Management first reported a position in Duke Energy in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Duke Energy position peaked at $154K in Q1 2026.
  • 1,614 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.