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Vertrix Wealth Management’s Duke Energy DUK Stock Holding History

Vertrix Wealth Management’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 		$5.19M Buy
40,989
+3,545
+9% +$447K 1.75% 19
2026
Q1 		$4.9M Buy
+37,444
New +$4.68M 1.81% 22

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

Vertrix Wealth Management's DUK Position: Q2 2026 in Review

Vertrix Wealth Management increased its Duke Energy (DUK) stake by 9.5% in Q2 2026, buying an estimated $447K and bringing the position to 40,989 shares worth $5.19M. The position accounts for 1.75% of the portfolio, ranked #19.

Vertrix Wealth Management first reported a position in DUK in Q1 2026 and has held it in 2 quarters since. 2,472 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Vertrix Wealth Management held 40,989 shares of Duke Energy worth $5.19M as of Q2 2026.
  • Vertrix Wealth Management bought 3,545 Duke Energy shares in Q2 2026, an estimated $447K.
  • Duke Energy made up 1.75% of Vertrix Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Vertrix Wealth Management first reported a position in Duke Energy in Q1 2026 and has held it in 2 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.