TWP
DUK icon

Triad Wealth Partners’s Duke Energy DUK Stock Holding History

Triad 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 		$405K Sell
3,090
-264
-8% -$33K 0.03% 325
2025
Q4 		$393K Buy
3,354
+506
+18% +$61.8K 0.04% 318
2025
Q3 		$352K Buy
2,848
+658
+30% +$79.9K 0.05% 257
2025
Q2 		$258K Sell
2,190
-241
-10% -$28.4K 0.05% 240
2025
Q1 		$297K Buy
2,431
+328
+16% +$37.4K 0.09% 162
2024
Q4 		$227K Buy
+2,103
New +$238K 0.08% 163
2024
Q3 		– Sell
-1,916
Closed -$192K – 279
2024
Q2 		$192K Buy
+1,916
New +$192K 0.1% 96

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

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

Triad Wealth Partners reduced its Duke Energy (DUK) stake by 7.9% in Q1 2026, selling an estimated $33K and leaving 3,090 shares worth $405K. The position accounts for 0.03% of the portfolio, ranked #325.

Triad Wealth Partners first reported a position in DUK in Q2 2024 and has held it in 7 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Triad Wealth Partners held 3,090 shares of Duke Energy worth $405K as of Q1 2026.
  • Triad Wealth Partners sold 264 Duke Energy shares in Q1 2026, an estimated $33K.
  • Duke Energy made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #325 holding.
  • Triad Wealth Partners first reported a position in Duke Energy in Q2 2024 and has held it in 7 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.