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TritonPoint Wealth’s Duke Energy DUK Stock Holding History

TritonPoint Wealth’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 		– Sell
-1,787
Closed -$234K – 286
2026
Q1 		$234K Buy
1,787
+30
+2% +$3.75K 0.03% 248
2025
Q4 		$206K Sell
1,757
-266
-13% -$32.5K 0.02% 269
2025
Q3 		$250K Buy
2,023
+71
+4% +$8.62K 0.02% 314
2025
Q2 		$230K Buy
1,952
+45
+2% +$5.31K 0.02% 318
2025
Q1 		$233K Buy
+1,907
New +$217K 0.02% 320

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

TritonPoint Wealth's DUK Position: Q2 2026 in Review

TritonPoint Wealth sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 1,787 shares — an estimated $234K sold.

TritonPoint Wealth first reported a position in DUK in Q1 2025 and held it in 5 quarters. The position peaked at $250K in Q3 2025. 2,496 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • TritonPoint Wealth reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • TritonPoint Wealth sold 1,787 Duke Energy shares in Q2 2026, an estimated $234K.
  • TritonPoint Wealth first reported a position in Duke Energy in Q1 2025 and held it in 5 quarters.
  • TritonPoint Wealth's Duke Energy position peaked at $250K in Q3 2025.
  • 2,496 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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