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Wealth Management Nebraska’s Duke Energy DUK Stock Holding History

Wealth Management Nebraska’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 		$224K Buy
1,769
+108
+7% +$13.6K 0.02% 98
2026
Q1 		$218K Buy
+1,661
New +$208K 0.02% 94

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 Management Nebraska's DUK Position: Q2 2026 in Review

Wealth Management Nebraska increased its Duke Energy (DUK) stake by 6.5% in Q2 2026, buying an estimated $13.6K and bringing the position to 1,769 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #98.

Wealth Management Nebraska first reported a position in DUK in Q1 2026 and has held it in 2 quarters since. 2,485 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Wealth Management Nebraska held 1,769 shares of Duke Energy worth $224K as of Q2 2026.
  • Wealth Management Nebraska bought 108 Duke Energy shares in Q2 2026, an estimated $13.6K.
  • Duke Energy made up 0.02% of Wealth Management Nebraska's portfolio in Q2 2026, its #98 holding.
  • Wealth Management Nebraska first reported a position in Duke Energy in Q1 2026 and has held it in 2 quarters since.
  • 2,485 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Wealth Management Nebraska's 13F filing for Q2 2026, filed 27 Jul 2026.