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Wagner Wealth Management (South Carolina)’s Duke Energy DUK Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$2.39M Buy
18,864
+402
+2% +$50.7K 0.44% 38
2026
Q1 		$2.42M Buy
18,462
+1,055
+6% +$132K 0.49% 35
2025
Q4 		$2.04M Buy
17,407
+540
+3% +$65.9K 0.43% 37
2025
Q3 		$2.09M Buy
16,867
+1,336
+9% +$162K 0.48% 34
2025
Q2 		$1.83M Buy
15,531
+546
+4% +$64.4K 0.42% 36
2025
Q1 		$1.83M Buy
14,985
+229
+2% +$26.1K 0.46% 32
2024
Q4 		$1.59M Buy
14,756
+485
+3% +$54.9K 0.41% 33
2024
Q3 		$1.65M Sell
14,271
-5,551
-28% -$618K 0.44% 32
2024
Q2 		$1.99M Buy
19,822
+2,093
+12% +$209K 0.59% 32
2024
Q1 		$1.71M Buy
17,729
+308
+2% +$29.2K 0.52% 35
2023
Q4 		$1.69M Buy
17,421
+576
+3% +$52.4K 0.57% 37
2023
Q3 		$1.49M Buy
16,845
+2,168
+15% +$199K 0.55% 39
2023
Q2 		$1.32M Sell
14,677
-201
-1% -$19K 0.5% 44
2023
Q1 		$1.44M Buy
14,878
+563
+4% +$55.6K 0.65% 42
2022
Q4 		$1.47M Buy
14,315
+3,189
+29% +$306K 0.91% 31
2022
Q3 		$1.03M Sell
11,126
-148
-1% -$15.9K 0.77% 33
2022
Q2 		$1.21M Buy
11,274
+279
+3% +$30.7K 0.96% 30
2022
Q1 		$1.23M Buy
10,995
+42
+0.4% +$4.36K 0.86% 27
2021
Q4 		$1.15M Buy
10,953
+1,373
+14% +$139K 0.88% 28
2021
Q3 		$977K Sell
9,580
-169
-2% -$17.5K 0.78% 35
2021
Q2 		$962K Sell
9,749
-147
-1% -$14.8K 0.69% 39
2021
Q1 		$955K Buy
9,896
+876
+10% +$79.9K 0.75% 35
2020
Q4 		$826K Buy
+9,020
New +$834K 0.78% 39
2018
Q3 		$276K Buy
3,444
+691
+25% +$55.9K 0.18% 103
2018
Q2 		$218K Buy
2,753
+617
+29% +$47.5K 0.16% 108
2018
Q1 		$165K Buy
2,136
+68
+3% +$5.26K 0.13% 124
2017
Q4 		$164K Buy
+2,068
New +$181K 0.12% 126

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

Wagner Wealth Management (South Carolina)'s DUK Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its Duke Energy (DUK) stake by 2.2% in Q2 2026, buying an estimated $50.7K and bringing the position to 18,864 shares worth $2.39M. The position accounts for 0.44% of the portfolio, ranked #38.

Wagner Wealth Management (South Carolina) first reported a position in DUK in Q4 2017 and has held it in 27 quarters since. The position peaked at $2.42M in Q1 2026. 2,472 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 18,864 shares of Duke Energy worth $2.39M as of Q2 2026.
  • Wagner Wealth Management (South Carolina) bought 402 Duke Energy shares in Q2 2026, an estimated $50.7K.
  • Duke Energy made up 0.44% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #38 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Duke Energy in Q4 2017 and has held it in 27 quarters since.
  • Wagner Wealth Management (South Carolina)'s Duke Energy position peaked at $2.42M in Q1 2026.
  • 2,472 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.