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WealthCollab’s Duke Energy DUK Stock Holding History

WealthCollab’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 		$11.6K Sell
92
-10
-10% -$1.26K ﹤0.01% 539
2026
Q1 		$13.4K Hold
102
– – 0.01% 471
2025
Q4 		$12K Buy
102
+10
+11% +$1.22K ﹤0.01% 513
2025
Q3 		$11.4K Hold
92
– – 0.01% 495
2025
Q2 		$10.9K Hold
92
– – 0.01% 476
2025
Q1 		$11.2K Buy
92
+63
+217% +$7.18K 0.01% 442
2024
Q4 		$3.13K Hold
29
– – ﹤0.01% 678
2024
Q3 		$3.34K Hold
29
– – ﹤0.01% 691
2024
Q2 		$2.91K Hold
29
– – ﹤0.01% 697
2024
Q1 		$2.81K Sell
29
-2
-6% -$190 ﹤0.01% 706
2023
Q4 		$3.01K Buy
+31
New +$2.82K ﹤0.01% 677

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

WealthCollab's DUK Position: Q2 2026 in Review

WealthCollab reduced its Duke Energy (DUK) stake by 9.8% in Q2 2026, selling an estimated $1.26K and leaving 92 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

WealthCollab first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.4K in Q1 2026. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • WealthCollab held 92 shares of Duke Energy worth $11.6K as of Q2 2026.
  • WealthCollab sold 10 Duke Energy shares in Q2 2026, an estimated $1.26K.
  • Duke Energy made up ﹤0.01% of WealthCollab's portfolio in Q2 2026, its #539 holding.
  • WealthCollab first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • WealthCollab's Duke Energy position peaked at $13.4K in Q1 2026.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.