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U.S. Wealth Group’s Duke Energy DUK Stock Holding History

U.S. Wealth Group’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 		$3.02M Buy
23,860
+2,983
+14% +$376K 1.81% 24
2026
Q1 		$2.73M Sell
20,877
-444
-2% -$55.5K 1.85% 23
2025
Q4 		$2.5M Sell
21,321
-169
-0.8% -$20.6K 1.65% 25
2025
Q3 		$2.66M Buy
21,490
+730
+4% +$88.6K 1.74% 24
2025
Q2 		$2.45M Buy
20,760
+601
+3% +$70.9K 1.91% 23
2025
Q1 		$2.46M Sell
20,159
-634
-3% -$72.3K 1.95% 17
2024
Q4 		$2.24M Buy
+20,793
New +$2.36M 1.69% 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

U.S. Wealth Group's DUK Position: Q2 2026 in Review

U.S. Wealth Group increased its Duke Energy (DUK) stake by 14% in Q2 2026, buying an estimated $376K and bringing the position to 23,860 shares worth $3.02M. The position accounts for 1.81% of the portfolio, ranked #24.

U.S. Wealth Group first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. 2,491 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • U.S. Wealth Group held 23,860 shares of Duke Energy worth $3.02M as of Q2 2026.
  • U.S. Wealth Group bought 2,983 Duke Energy shares in Q2 2026, an estimated $376K.
  • Duke Energy made up 1.81% of U.S. Wealth Group's portfolio in Q2 2026, its #24 holding.
  • U.S. Wealth Group first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • 2,491 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on U.S. Wealth Group's 13F filing for Q2 2026, filed 10 Sep 2026.