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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
Q2 		$359K Buy
2,837
+90
+3% +$11.4K 0.07% 136
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 $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 $3.38T AUM 44.17% 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

Uniting Wealth Partners's DUK Position: Q2 2026 in Review

Uniting Wealth Partners increased its Duke Energy (DUK) stake by 3.3% in Q2 2026, buying an estimated $11.4K and bringing the position to 2,837 shares worth $359K. The position accounts for 0.07% of the portfolio, ranked #136.

Uniting Wealth Partners first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $360K in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Uniting Wealth Partners held 2,837 shares of Duke Energy worth $359K as of Q2 2026.
  • Uniting Wealth Partners bought 90 Duke Energy shares in Q2 2026, an estimated $11.4K.
  • Duke Energy made up 0.07% of Uniting Wealth Partners's portfolio in Q2 2026, its #136 holding.
  • Uniting Wealth Partners first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Uniting Wealth Partners's Duke Energy position peaked at $360K in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.