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WealthPoint Financial’s Duke Energy DUK Stock Holding History

WealthPoint Financial’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 		$801K Sell
6,328
-182
-3% -$23K 0.58% 40
2026
Q1 		$852K Sell
6,510
-71
-1% -$8.88K 0.71% 43
2025
Q4 		$771K Buy
+6,581
New +$804K 0.67% 43

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WealthPoint Financial's DUK Position: Q2 2026 in Review

WealthPoint Financial reduced its Duke Energy (DUK) stake by 2.8% in Q2 2026, selling an estimated $23K and leaving 6,328 shares worth $801K. The position accounts for 0.58% of the portfolio, ranked #40.

WealthPoint Financial first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $852K in Q1 2026. 1,614 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • WealthPoint Financial held 6,328 shares of Duke Energy worth $801K as of Q2 2026.
  • WealthPoint Financial sold 182 Duke Energy shares in Q2 2026, an estimated $23K.
  • Duke Energy made up 0.58% of WealthPoint Financial's portfolio in Q2 2026, its #40 holding.
  • WealthPoint Financial first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • WealthPoint Financial's Duke Energy position peaked at $852K in Q1 2026.
  • 1,614 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on WealthPoint Financial's 13F filing for Q2 2026, filed 6 Aug 2026.