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Strategic Wealth Partners’s Duke Energy DUK Stock Holding History

Strategic 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
Q1 		$841K Sell
6,420
-46,325
-88% -$5.79M 0.06% 162
2025
Q4 		$6.18M Sell
52,745
-18,790
-26% -$2.29M 0.42% 74
2025
Q3 		$8.85M Buy
71,535
+3,813
+6% +$463K 0.66% 51
2025
Q2 		$7.99M Buy
+67,722
New +$7.99M 0.63% 54
2024
Q4 		$7.52M Buy
65,977
+15,402
+30% +$1.74M 0.62% 57
2024
Q3 		$5.83M Buy
50,575
+1,036
+2% +$115K 0.56% 61
2024
Q2 		$4.97M Buy
49,539
+259
+0.5% +$25.9K 0.52% 68
2024
Q1 		$4.77M Sell
49,280
-3,225
-6% -$306K 0.52% 67
2023
Q4 		$5.1M Sell
52,505
-19,370
-27% -$1.76M 0.63% 53
2023
Q3 		$6.34M Buy
71,875
+4,734
+7% +$434K 0.84% 23
2023
Q2 		$6.03M Buy
67,141
+4,020
+6% +$379K 0.78% 25
2023
Q1 		$6.09M Buy
63,121
+12,293
+24% +$1.21M 0.93% 20
2022
Q4 		$5.23M Sell
50,828
-2,184
-4% -$210K 0.97% 22
2022
Q3 		$4.93M Buy
53,012
+1,073
+2% +$115K 1.05% 16
2022
Q2 		$5.57M Sell
51,939
-1,737
-3% -$191K 1.2% 14
2022
Q1 		$5.99M Sell
53,676
-4,130
-7% -$429K 1.17% 14
2021
Q4 		$6.06M Buy
+57,806
New +$5.86M 1.15% 16
2019
Q4 		– Sell
-2,071
Closed -$10.8K – 223
2019
Q3 		$10.8K Hold
2,071
– – 0.06% 138
2019
Q2 		$182K Sell
2,071
-507
-20% -$44.8K 0.09% 137
2019
Q1 		$230K Sell
2,578
-145
-5% -$12.8K 0.11% 132
2018
Q4 		$232K Sell
2,723
-70
-3% -$5.96K 0.12% 120
2018
Q3 		$224K Sell
2,793
-220
-7% -$17.8K 0.12% 122
2018
Q2 		$238K Sell
3,013
-10,051
-77% -$773K 0.14% 125
2018
Q1 		$1.01M Sell
13,064
-2,799
-18% -$216K 0.52% 64
2017
Q4 		$1.42M Buy
+15,863
New +$1.39M 0.79% 33

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

Strategic Wealth Partners's DUK Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Duke Energy (DUK) stake by 88% in Q1 2026, selling an estimated $5.79M and leaving 6,420 shares worth $841K. The position accounts for 0.06% of the portfolio, ranked #162.

Strategic Wealth Partners first reported a position in DUK in Q4 2017 and has held it in 25 quarters since. The position peaked at $8.85M in Q3 2025. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Strategic Wealth Partners held 6,420 shares of Duke Energy worth $841K as of Q1 2026.
  • Strategic Wealth Partners sold 46,325 Duke Energy shares in Q1 2026, an estimated $5.79M.
  • Duke Energy made up 0.06% of Strategic Wealth Partners's portfolio in Q1 2026, its #162 holding.
  • Strategic Wealth Partners first reported a position in Duke Energy in Q4 2017 and has held it in 25 quarters since.
  • Strategic Wealth Partners's Duke Energy position peaked at $8.85M in Q3 2025.
  • 2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.