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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
Q2 		$1.28M Sell
10,119
-2,802
-22% -$353K 0.9% 43
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
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

Twin City Private Wealth's DUK Position: Q2 2026 in Review

Twin City Private Wealth reduced its Duke Energy (DUK) stake by 22% in Q2 2026, selling an estimated $353K and leaving 10,119 shares worth $1.28M. The position accounts for 0.9% of the portfolio, ranked #43.

Twin City Private Wealth first reported a position in DUK in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.78M in Q3 2024. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Twin City Private Wealth held 10,119 shares of Duke Energy worth $1.28M as of Q2 2026.
  • Twin City Private Wealth sold 2,802 Duke Energy shares in Q2 2026, an estimated $353K.
  • Duke Energy made up 0.9% of Twin City Private Wealth's portfolio in Q2 2026, its #43 holding.
  • Twin City Private Wealth first reported a position in Duke Energy in Q1 2024 and has held it in 10 quarters since.
  • Twin City Private Wealth's Duke Energy position peaked at $1.78M in Q3 2024.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Twin City Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.