Twin City Private Wealth’s Duke Energy DUK Stock Holding History

Twin City Private 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 Q1	$1.69M	Sell	12,921 -180	-1%	-$22.5K	1.28%	30
2025 Q4	$1.54M	Buy	13,101 +698	+6%	+$85.2K	1.16%	33
2025 Q3	$1.53M	Sell	12,403 -1,422	-10%	-$173K	1.2%	32
2025 Q2	$1.63M	Buy	13,825 +1,375	+11%	+$162K	1.33%	30
2025 Q1	$1.52M	Sell	12,450 -875	-7%	-$99.7K	1.34%	29
2024 Q4	$1.44M	Sell	13,325 -2,080	-14%	-$236K	1.27%	31
2024 Q3	$1.78M	Sell	15,405 -930	-6%	-$104K	1.54%	25
2024 Q2	$1.64M	Sell	16,335 -588	-3%	-$58.8K	1.55%	26
2024 Q1	$1.64M	Buy	+16,923	New	+$1.61M	1.61%	24

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Twin City Private Wealth's DUK Position: Q1 2026 in Review

Twin City Private Wealth reduced its Duke Energy (DUK) stake by 1.4% in Q1 2026, selling an estimated $22.5K and leaving 12,921 shares worth $1.69M. The position accounts for 1.28% of the portfolio, ranked #30.

Twin City Private Wealth first reported a position in DUK in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.78M in Q3 2024. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Twin City Private Wealth held 12,921 shares of Duke Energy worth $1.69M as of Q1 2026.
Twin City Private Wealth sold 180 Duke Energy shares in Q1 2026, an estimated $22.5K.
Duke Energy made up 1.28% of Twin City Private Wealth's portfolio in Q1 2026, its #30 holding.
Twin City Private Wealth first reported a position in Duke Energy in Q1 2024 and has held it in 9 quarters since.
Twin City Private Wealth's Duke Energy position peaked at $1.78M in Q3 2024.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Twin City Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.