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Wealth Quarterback’s Duke Energy DUK Stock Holding History

Wealth Quarterback’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 		$312K Sell
2,466
-200
-8% -$25.2K 0.1% 133
2026
Q1 		$349K Buy
2,666
+43
+2% +$5.38K 0.14% 116
2025
Q4 		$307K Buy
2,623
+22
+0.8% +$2.69K 0.11% 123
2025
Q3 		$322K Buy
2,601
+14
+0.5% +$1.7K 0.12% 120
2025
Q2 		$305K Buy
2,587
+137
+6% +$16.2K 0.14% 109
2025
Q1 		$299K Buy
2,450
+14
+0.6% +$1.6K 0.17% 98
2024
Q4 		$262K Buy
2,436
+15
+0.6% +$1.7K 0.12% 100
2024
Q3 		$279K Sell
2,421
-31
-1% -$3.45K 0.15% 101
2024
Q2 		$246K Sell
2,452
-41
-2% -$4.1K 0.14% 99
2024
Q1 		$241K Buy
2,493
+118
+5% +$11.2K 0.13% 99
2023
Q4 		$230K Sell
2,375
-53
-2% -$4.82K 0.14% 102
2023
Q3 		$214K Sell
2,428
-298
-11% -$27.3K 0.19% 100
2023
Q2 		$245K Sell
2,726
-19
-0.7% -$1.79K 0.17% 96
2023
Q1 		$265K Sell
2,745
-4,129
-60% -$408K 0.22% 87
2022
Q4 		$708K Buy
6,874
+4,500
+190% +$432K 0.59% 38
2022
Q3 		$221K Buy
2,374
+15
+0.6% +$1.61K 0.24% 93
2022
Q2 		$253K Buy
+2,359
New +$259K 0.2% 94
2021
Q3 		$220K Buy
5,950
+3,685
+163% +$381K 0.15% 104
2021
Q2 		$224K Buy
+2,265
New +$228K 0.14% 106
2020
Q4 		$227K Sell
2,477
-3,315
-57% -$307K 0.19% 98
2020
Q3 		$463K Hold
5,792
– – 0.42% 62
2020
Q2 		$463K Sell
5,792
-215
-4% -$18.2K 0.42% 62
2020
Q1 		$480K Sell
6,007
-3,345
-36% -$307K 0.44% 50
2019
Q4 		$593K Buy
+9,352
New +$857K 0.52% 44

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 Quarterback's DUK Position: Q2 2026 in Review

Wealth Quarterback reduced its Duke Energy (DUK) stake by 7.5% in Q2 2026, selling an estimated $25.2K and leaving 2,466 shares worth $312K. The position accounts for 0.1% of the portfolio, ranked #133.

Wealth Quarterback first reported a position in DUK in Q4 2019 and has held it in 24 quarters since. The position peaked at $708K in Q4 2022. 2,489 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Wealth Quarterback held 2,466 shares of Duke Energy worth $312K as of Q2 2026.
  • Wealth Quarterback sold 200 Duke Energy shares in Q2 2026, an estimated $25.2K.
  • Duke Energy made up 0.1% of Wealth Quarterback's portfolio in Q2 2026, its #133 holding.
  • Wealth Quarterback first reported a position in Duke Energy in Q4 2019 and has held it in 24 quarters since.
  • Wealth Quarterback's Duke Energy position peaked at $708K in Q4 2022.
  • 2,489 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

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