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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
Q2 		$449K Buy
3,610
+520
+17% +$65.6K 0.03% 343
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 $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

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

Triad Wealth Partners increased its Duke Energy (DUK) stake by 17% in Q2 2026, buying an estimated $65.6K and bringing the position to 3,610 shares worth $449K. The position accounts for 0.03% of the portfolio, ranked #343.

Triad Wealth Partners first reported a position in DUK in Q2 2024 and has held it in 8 quarters since. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Triad Wealth Partners held 3,610 shares of Duke Energy worth $449K as of Q2 2026.
  • Triad Wealth Partners bought 520 Duke Energy shares in Q2 2026, an estimated $65.6K.
  • Duke Energy made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #343 holding.
  • Triad Wealth Partners first reported a position in Duke Energy in Q2 2024 and has held it in 8 quarters since.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.