WealthPlan Investment Management’s Duke Energy DUK Stock Holding History

WealthPlan Investment Management’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 Q1	$685K	Buy	5,234 +251	+5%	+$31.4K	0.04%	256
2025 Q4	$584K	Sell	4,983 -29	-0.6%	-$3.54K	0.04%	239
2025 Q3	$620K	Buy	5,012 +71	+1%	+$8.62K	0.04%	211
2025 Q2	$583K	Sell	4,941 -140	-3%	-$16.5K	0.04%	222
2025 Q1	$620K	Sell	5,081 -29	-0.6%	-$3.31K	0.06%	156
2024 Q4	$551K	Buy	5,110 +1,959	+62%	+$222K	0.05%	162
2024 Q3	$363K	Hold	3,151	–	–	0.04%	181
2024 Q2	$316K	Hold	3,151	–	–	0.05%	146
2024 Q1	$305K	Hold	3,151	–	–	0.05%	153
2023 Q4	$306K	Sell	3,151 -333	-10%	-$30.3K	0.05%	150
2023 Q3	$307K	Buy	3,484 +3,415	+4,949%	+$313K	0.05%	140
2023 Q2	$6.19K	Sell	69 -3,082	-98%	-$291K	﹤0.01%	290
2023 Q1	$304K	Sell	3,151 -5,050	-62%	-$499K	0.05%	139
2022 Q4	$820K	Buy	8,201 +1,207	+17%	+$116K	0.06%	190
2022 Q3	$696K	Buy	+6,994	New	+$751K	0.05%	199
2022 Q1	$783K	Buy	+7,110	New	+$738K	0.05%	195

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthPlan Investment Management's DUK Position: Q1 2026 in Review

WealthPlan Investment Management increased its Duke Energy (DUK) stake by 5% in Q1 2026, buying an estimated $31.4K and bringing the position to 5,234 shares worth $685K. The position accounts for 0.04% of the portfolio, ranked #256.

WealthPlan Investment Management first reported a position in DUK in Q1 2022 and has held it in 16 quarters since. The position peaked at $820K in Q4 2022. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

WealthPlan Investment Management held 5,234 shares of Duke Energy worth $685K as of Q1 2026.
WealthPlan Investment Management bought 251 Duke Energy shares in Q1 2026, an estimated $31.4K.
Duke Energy made up 0.04% of WealthPlan Investment Management's portfolio in Q1 2026, its #256 holding.
WealthPlan Investment Management first reported a position in Duke Energy in Q1 2022 and has held it in 16 quarters since.
WealthPlan Investment Management's Duke Energy position peaked at $820K in Q4 2022.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.