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Uniting Wealth Partners’s Duke Energy DUK Stock Holding History

Uniting 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
Q1 		$360K Sell
2,747
-27
-1% -$3.38K 0.08% 134
2025
Q4 		$325K Sell
2,774
-95
-3% -$11.6K 0.1% 108
2025
Q3 		$355K Buy
2,869
+882
+44% +$107K 0.08% 123
2025
Q2 		$234K Buy
1,987
+3
+0.2% +$354 0.09% 95
2025
Q1 		$242K Buy
1,984
+4
+0.2% +$456 0.12% 85
2024
Q4 		$213K Buy
+1,980
New +$224K 0.1% 92

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Uniting Wealth Partners's DUK Position: Q1 2026 in Review

Uniting Wealth Partners reduced its Duke Energy (DUK) stake by 0.97% in Q1 2026, selling an estimated $3.38K and leaving 2,747 shares worth $360K. The position accounts for 0.08% of the portfolio, ranked #134.

Uniting Wealth Partners first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Uniting Wealth Partners held 2,747 shares of Duke Energy worth $360K as of Q1 2026.
  • Uniting Wealth Partners sold 27 Duke Energy shares in Q1 2026, an estimated $3.38K.
  • Duke Energy made up 0.08% of Uniting Wealth Partners's portfolio in Q1 2026, its #134 holding.
  • Uniting Wealth Partners first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Uniting Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.