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

TIAA 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 		$2M Sell
15,755
-118,749
-88% -$15M 0.01% 149
2026
Q1 		$17.6M Buy
+134,504
New +$16.8M 0.13% 79

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

TIAA Wealth Investment Management reduced its Duke Energy (DUK) stake by 88% in Q2 2026, selling an estimated $15M and leaving 15,755 shares worth $2M. The position accounts for 0.01% of the portfolio, ranked #149.

TIAA Wealth Investment Management first reported a position in DUK in Q1 2026 and has held it in 2 quarters since. The position peaked at $17.6M in Q1 2026. 2,382 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • TIAA Wealth Investment Management held 15,755 shares of Duke Energy worth $2M as of Q2 2026.
  • TIAA Wealth Investment Management sold 118,749 Duke Energy shares in Q2 2026, an estimated $15M.
  • Duke Energy made up 0.01% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #149 holding.
  • TIAA Wealth Investment Management first reported a position in Duke Energy in Q1 2026 and has held it in 2 quarters since.
  • TIAA Wealth Investment Management's Duke Energy position peaked at $17.6M in Q1 2026.
  • 2,382 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on TIAA Wealth Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.