SPWM
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Smith Partners Wealth Management’s Duke Energy DUK Stock Holding History

Smith Partners 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 		$236K Sell
1,800
-413
-19% -$51.6K 0.21% 64
2025
Q4 		$259K Buy
+2,213
New +$270K 0.24% 59

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

Smith Partners Wealth Management's DUK Position: Q1 2026 in Review

Smith Partners Wealth Management reduced its Duke Energy (DUK) stake by 19% in Q1 2026, selling an estimated $51.6K and leaving 1,800 shares worth $236K. The position accounts for 0.21% of the portfolio, ranked #64.

Smith Partners Wealth Management first reported a position in DUK in Q4 2025 and has held it in 2 quarters since. The position peaked at $259K in Q4 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Smith Partners Wealth Management held 1,800 shares of Duke Energy worth $236K as of Q1 2026.
  • Smith Partners Wealth Management sold 413 Duke Energy shares in Q1 2026, an estimated $51.6K.
  • Duke Energy made up 0.21% of Smith Partners Wealth Management's portfolio in Q1 2026, its #64 holding.
  • Smith Partners Wealth Management first reported a position in Duke Energy in Q4 2025 and has held it in 2 quarters since.
  • Smith Partners Wealth Management's Duke Energy position peaked at $259K in Q4 2025.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Smith Partners Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.