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Wealth Enhancement Trust Services’s Duke Energy DUK Stock Holding History

Wealth Enhancement Trust Services’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 		$47.1K Sell
372
-59
-14% -$7.44K 0.01% 495
2026
Q1 		$56.4K Sell
431
-12
-3% -$1.5K 0.01% 435
2025
Q4 		$51.9K Buy
+443
New +$54.1K 0.01% 429

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Wealth Enhancement Trust Services's DUK Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Duke Energy (DUK) stake by 14% in Q2 2026, selling an estimated $7.44K and leaving 372 shares worth $47.1K. The position accounts for 0.01% of the portfolio, ranked #495.

Wealth Enhancement Trust Services first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $56.4K in Q1 2026. 2,063 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Wealth Enhancement Trust Services held 372 shares of Duke Energy worth $47.1K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 59 Duke Energy shares in Q2 2026, an estimated $7.44K.
  • Duke Energy made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #495 holding.
  • Wealth Enhancement Trust Services first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Duke Energy position peaked at $56.4K in Q1 2026.
  • 2,063 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.