TWM
DUK icon

Tradition Wealth Management’s Duke Energy DUK Stock Holding History

Tradition Wealth 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 		$339K Buy
2,676
+150
+6% +$18.9K 0.02% 387
2026
Q1 		$331K Buy
2,526
+60
+2% +$7.5K 0.02% 368
2025
Q4 		$289K Buy
2,466
+28
+1% +$3.42K 0.02% 388
2025
Q3 		$302K Buy
2,438
+39
+2% +$4.73K 0.02% 372
2025
Q2 		$283K Buy
2,399
+71
+3% +$8.38K 0.02% 363
2025
Q1 		$284K Sell
2,328
-9
-0.4% -$1.03K 0.03% 339
2024
Q4 		$252K Buy
2,337
+67
+3% +$7.59K 0.02% 357
2024
Q3 		$262K Buy
2,270
+13
+0.6% +$1.45K 0.02% 349
2024
Q2 		$226K Buy
2,257
+24
+1% +$2.4K 0.02% 361
2024
Q1 		$216K Buy
2,233
+16
+0.7% +$1.52K 0.02% 360
2023
Q4 		$215K Buy
2,217
+15
+0.7% +$1.36K 0.02% 314
2023
Q3 		$194K Buy
2,202
+23
+1% +$2.11K 0.02% 314
2023
Q2 		$196K Buy
2,179
+15
+0.7% +$1.42K 0.02% 314
2023
Q1 		$209K Buy
2,164
+81
+4% +$8K 0.03% 299
2022
Q4 		$215K Buy
2,083
+28
+1% +$2.69K 0.03% 258
2022
Q3 		$191K Buy
2,055
+511
+33% +$54.9K 0.03% 261
2022
Q2 		$166K Buy
1,544
+8
+0.5% +$880 0.02% 288
2022
Q1 		$172K Buy
1,536
+8
+0.5% +$831 0.02% 320
2021
Q4 		$160K Buy
1,528
+7
+0.5% +$710 0.02% 332
2021
Q3 		$148K Buy
1,521
+8
+0.5% +$828 0.02% 313
2021
Q2 		$149K Buy
1,513
+8
+0.5% +$804 0.02% 329
2021
Q1 		$145K Buy
1,505
+8
+0.5% +$730 0.03% 279
2020
Q4 		$137K Buy
+1,497
New +$138K 0.03% 270

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

Tradition Wealth Management's DUK Position: Q2 2026 in Review

Tradition Wealth Management increased its Duke Energy (DUK) stake by 5.9% in Q2 2026, buying an estimated $18.9K and bringing the position to 2,676 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #387.

Tradition Wealth Management first reported a position in DUK in Q4 2020 and has held it in 23 quarters since. 2,495 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Tradition Wealth Management held 2,676 shares of Duke Energy worth $339K as of Q2 2026.
  • Tradition Wealth Management bought 150 Duke Energy shares in Q2 2026, an estimated $18.9K.
  • Duke Energy made up 0.02% of Tradition Wealth Management's portfolio in Q2 2026, its #387 holding.
  • Tradition Wealth Management first reported a position in Duke Energy in Q4 2020 and has held it in 23 quarters since.
  • 2,495 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.