WIM
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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
Q2 		$706K Buy
5,581
+347
+7% +$43.8K 0.04% 270
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
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 $3.38T AUM 44.17% 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

WealthPlan Investment Management's DUK Position: Q2 2026 in Review

WealthPlan Investment Management increased its Duke Energy (DUK) stake by 6.6% in Q2 2026, buying an estimated $43.8K and bringing the position to 5,581 shares worth $706K. The position accounts for 0.04% of the portfolio, ranked #270.

WealthPlan Investment Management first reported a position in DUK in Q1 2022 and has held it in 17 quarters since. The position peaked at $820K in Q4 2022. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • WealthPlan Investment Management held 5,581 shares of Duke Energy worth $706K as of Q2 2026.
  • WealthPlan Investment Management bought 347 Duke Energy shares in Q2 2026, an estimated $43.8K.
  • Duke Energy made up 0.04% of WealthPlan Investment Management's portfolio in Q2 2026, its #270 holding.
  • WealthPlan Investment Management first reported a position in Duke Energy in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's Duke Energy position peaked at $820K in Q4 2022.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.