Tower Wealth Partners’s Duke Energy DUK Stock Holding History

Tower 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	$250K	Sell	1,910 -85	-4%	-$10.6K	0.14%	76
2025 Q4	$234K	Buy	1,995 +11	+0.6%	+$1.34K	0.13%	81
2025 Q3	$245K	Sell	1,984 -32	-2%	-$3.88K	0.13%	78
2025 Q2	$238K	Buy	2,016 +170	+9%	+$20.1K	0.14%	72
2025 Q1	$225K	Buy	+1,846	New	+$210K	0.12%	73
2022 Q3	–	Sell	-1,930	Closed	-$207K	–	51
2022 Q2	$207K	Buy	+1,930	New	+$212K	0.28%	42

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Tower Wealth Partners reduced its Duke Energy (DUK) stake by 4.3% in Q1 2026, selling an estimated $10.6K and leaving 1,910 shares worth $250K. The position accounts for 0.14% of the portfolio, ranked #76.

Tower Wealth Partners first reported a position in DUK in Q2 2022 and has held it in 6 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Tower Wealth Partners held 1,910 shares of Duke Energy worth $250K as of Q1 2026.
Tower Wealth Partners sold 85 Duke Energy shares in Q1 2026, an estimated $10.6K.
Duke Energy made up 0.14% of Tower Wealth Partners's portfolio in Q1 2026, its #76 holding.
Tower Wealth Partners first reported a position in Duke Energy in Q2 2022 and has held it in 6 quarters since.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Tower Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.