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Wealth Dimensions Group’s Duke Energy DUK Stock Holding History

Wealth Dimensions 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 		$1.68M Buy
13,296
+501
+4% +$63.2K 0.3% 46
2026
Q1 		$1.68M Sell
12,795
-941
-7% -$118K 0.33% 41
2025
Q4 		$1.61M Sell
13,736
-342
-2% -$41.8K 0.32% 43
2025
Q3 		$1.74M Sell
14,078
-311
-2% -$37.7K 0.36% 39
2025
Q2 		$1.7M Sell
14,389
-68
-0.5% -$8.02K 0.37% 38
2025
Q1 		$1.76M Sell
14,457
-56
-0.4% -$6.38K 0.42% 34
2024
Q4 		$1.56M Buy
14,513
+53
+0.4% +$6K 0.38% 37
2024
Q3 		$1.67M Sell
14,460
-99
-0.7% -$11K 0.42% 35
2024
Q2 		$1.46M Buy
14,559
+197
+1% +$19.7K 0.42% 34
2024
Q1 		$1.39M Buy
14,362
+136
+1% +$12.9K 0.41% 36
2023
Q4 		$1.38M Sell
14,226
-296
-2% -$26.9K 0.44% 35
2023
Q3 		$1.28M Buy
14,522
+1,116
+8% +$102K 0.47% 36
2023
Q2 		$1.2M Buy
13,406
+1,140
+9% +$108K 0.44% 37
2023
Q1 		$1.18M Sell
12,266
-151
-1% -$14.9K 0.46% 33
2022
Q4 		$1.28M Buy
12,417
+723
+6% +$69.4K 0.52% 33
2022
Q3 		$1.09M Sell
11,694
-7
-0.1% -$752 0.54% 30
2022
Q2 		$1.25M Buy
11,701
+7
+0.1% +$770 0.6% 29
2022
Q1 		$1.31M Sell
11,694
-68
-0.6% -$7.06K 0.6% 28
2021
Q4 		$1.23M Sell
11,762
-156
-1% -$15.8K 0.6% 26
2021
Q3 		$1.16M Buy
11,918
+108
+0.9% +$11.2K 0.74% 24
2021
Q2 		$1.17M Sell
11,810
-10
-0.1% -$1K 0.79% 23
2021
Q1 		$1.14M Buy
11,820
+15
+0.1% +$1.37K 0.89% 22
2020
Q4 		$1.08M Buy
+11,805
New +$1.09M 0.93% 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

Wealth Dimensions Group's DUK Position: Q2 2026 in Review

Wealth Dimensions Group increased its Duke Energy (DUK) stake by 3.9% in Q2 2026, buying an estimated $63.2K and bringing the position to 13,296 shares worth $1.68M. The position accounts for 0.3% of the portfolio, ranked #46.

Wealth Dimensions Group first reported a position in DUK in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.76M in Q1 2025. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Wealth Dimensions Group held 13,296 shares of Duke Energy worth $1.68M as of Q2 2026.
  • Wealth Dimensions Group bought 501 Duke Energy shares in Q2 2026, an estimated $63.2K.
  • Duke Energy made up 0.3% of Wealth Dimensions Group's portfolio in Q2 2026, its #46 holding.
  • Wealth Dimensions Group first reported a position in Duke Energy in Q4 2020 and has held it in 23 quarters since.
  • Wealth Dimensions Group's Duke Energy position peaked at $1.76M in Q1 2025.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.