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Wellington-Altus USA’s Duke Energy DUK Stock Holding History

Wellington-Altus USA’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 		$61.5K Sell
470
-229
-33% -$28.9K 0.04% 275
2026
Q1 		$88.5K Buy
699
+221
+46% +$27.6K 0.05% 263
2025
Q4 		$56K Buy
+478
New +$58.4K 0.04% 274

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

Wellington-Altus USA's DUK Position: Q2 2026 in Review

Wellington-Altus USA reduced its Duke Energy (DUK) stake by 33% in Q2 2026, selling an estimated $28.9K and leaving 470 shares worth $61.5K. The position accounts for 0.04% of the portfolio, ranked #275.

Wellington-Altus USA first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $88.5K in Q1 2026. 2,496 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Wellington-Altus USA held 470 shares of Duke Energy worth $61.5K as of Q2 2026.
  • Wellington-Altus USA sold 229 Duke Energy shares in Q2 2026, an estimated $28.9K.
  • Duke Energy made up 0.04% of Wellington-Altus USA's portfolio in Q2 2026, its #275 holding.
  • Wellington-Altus USA first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Duke Energy position peaked at $88.5K in Q1 2026.
  • 2,496 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.