TWP
DUK icon

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
Q2 		$286K Buy
2,260
+350
+18% +$44.1K 0.14% 75
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
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

Tower Wealth Partners's DUK Position: Q2 2026 in Review

Tower Wealth Partners increased its Duke Energy (DUK) stake by 18% in Q2 2026, buying an estimated $44.1K and bringing the position to 2,260 shares worth $286K. The position accounts for 0.14% of the portfolio, ranked #75.

Tower Wealth Partners first reported a position in DUK in Q2 2022 and has held it in 7 quarters since. 2,491 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Tower Wealth Partners held 2,260 shares of Duke Energy worth $286K as of Q2 2026.
  • Tower Wealth Partners bought 350 Duke Energy shares in Q2 2026, an estimated $44.1K.
  • Duke Energy made up 0.14% of Tower Wealth Partners's portfolio in Q2 2026, its #75 holding.
  • Tower Wealth Partners first reported a position in Duke Energy in Q2 2022 and has held it in 7 quarters since.
  • 2,491 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Tower Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.