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Strategic Wealth Investment Group’s Duke Energy DUK Stock Holding History

Strategic Wealth Investment Group’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 		$6.11M Sell
48,303
-27,546
-36% -$3.47M 0.74% 48
2026
Q1 		$9.93M Buy
75,849
+1,279
+2% +$160K 1.26% 33
2025
Q4 		$8.74M Sell
74,570
-23,039
-24% -$2.81M 1.07% 41
2025
Q3 		$12.1M Buy
97,609
+93,967
+2,580% +$11.4M 1.02% 41
2025
Q2 		$430K Buy
3,642
+299
+9% +$35.3K 0.62% 43
2025
Q1 		$408K Sell
3,343
-83,083
-96% -$9.47M 0.71% 40
2024
Q4 		$9.31M Buy
86,426
+4,980
+6% +$564K 1.03% 34
2024
Q3 		$9.47M Buy
81,446
+13,886
+21% +$1.55M 1.01% 41
2024
Q2 		$6.71M Buy
+67,560
New +$6.76M 0.85% 42
2023
Q4 		$918K Buy
9,457
+4,364
+86% +$397K 0.14% 60
2023
Q3 		$450K Buy
5,093
+2,613
+105% +$240K 0.08% 74
2023
Q2 		$223K Sell
2,480
-1,093
-31% -$103K 0.04% 113
2023
Q1 		$345K Sell
3,573
-1,892
-35% -$187K 0.06% 97
2022
Q4 		$559K Buy
5,465
+823
+18% +$79K 0.13% 68
2022
Q3 		$432K Buy
4,642
+661
+17% +$71K 0.12% 71
2022
Q2 		$427K Buy
3,981
+476
+14% +$52.3K 0.11% 95
2022
Q1 		$391K Buy
3,505
+149
+4% +$15.5K 0.09% 68
2021
Q4 		$352K Buy
3,356
+135
+4% +$13.7K 0.09% 67
2021
Q3 		$315K Sell
3,221
-1,004
-24% -$104K 0.09% 65
2021
Q2 		$417K Buy
4,225
+484
+13% +$48.6K 0.15% 58
2021
Q1 		$361K Buy
3,741
+67
+2% +$6.12K 0.17% 58
2020
Q4 		$336K Buy
3,674
+13
+0.4% +$1.2K 0.2% 65
2020
Q3 		$324K Buy
3,661
+178
+5% +$14.7K 0.24% 68
2020
Q2 		$278K Sell
3,483
-64
-2% -$5.41K 0.27% 65
2020
Q1 		$287K Buy
3,547
+414
+13% +$38K 0.47% 37
2019
Q4 		$286K Buy
+3,133
New +$287K 0.3% 44

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

Strategic Wealth Investment Group's DUK Position: Q2 2026 in Review

Strategic Wealth Investment Group reduced its Duke Energy (DUK) stake by 36% in Q2 2026, selling an estimated $3.47M and leaving 48,303 shares worth $6.11M. The position accounts for 0.74% of the portfolio, ranked #48.

Strategic Wealth Investment Group first reported a position in DUK in Q4 2019 and has held it in 26 quarters since. The position peaked at $12.1M in Q3 2025. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Strategic Wealth Investment Group held 48,303 shares of Duke Energy worth $6.11M as of Q2 2026.
  • Strategic Wealth Investment Group sold 27,546 Duke Energy shares in Q2 2026, an estimated $3.47M.
  • Duke Energy made up 0.74% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #48 holding.
  • Strategic Wealth Investment Group first reported a position in Duke Energy in Q4 2019 and has held it in 26 quarters since.
  • Strategic Wealth Investment Group's Duke Energy position peaked at $12.1M in Q3 2025.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.