WPWM
DUK icon

Western Pacific Wealth Management’s Duke Energy DUK Stock Holding History

Western Pacific Wealth 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 		$63.8K Hold
504
– – 0.06% 113
2026
Q1 		$65.9K Hold
504
– – 0.07% 103
2025
Q4 		$59K Hold
504
– – 0.06% 103
2025
Q3 		$62.3K Hold
504
– – 0.06% 121
2025
Q2 		$59.4K Sell
504
-279
-36% -$32.9K 0.06% 127
2025
Q1 		$95.5K Hold
783
– – 0.09% 102
2024
Q4 		$84.3K Sell
783
-1,298
-62% -$147K 0.07% 116
2024
Q3 		$240K Sell
2,081
-82
-4% -$9.13K 0.16% 52
2024
Q2 		$217K Sell
2,163
-164
-7% -$16.4K 0.16% 46
2024
Q1 		$225K Buy
2,327
+1
+0% +$95 0.16% 45
2023
Q4 		$226K Buy
2,326
+657
+39% +$59.8K 0.17% 42
2023
Q3 		$147K Buy
1,669
+211
+14% +$19.3K 0.12% 54
2023
Q2 		$131K Buy
1,458
+191
+15% +$18K 0.1% 62
2023
Q1 		$122K Buy
1,267
+87
+7% +$8.59K 0.09% 70
2022
Q4 		$122K Buy
1,180
+285
+32% +$27.4K 0.1% 64
2022
Q3 		$83K Buy
895
+507
+131% +$54.5K 0.08% 63
2022
Q2 		$41K Hold
388
– – 0.04% 83
2022
Q1 		$43K Hold
388
– – 0.03% 103
2021
Q4 		$40K Buy
+388
New +$39.3K 0.03% 123

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

Western Pacific Wealth Management's DUK Position: Q2 2026 in Review

Western Pacific Wealth Management held its Duke Energy (DUK) position steady in Q2 2026 at 504 shares worth $63.8K. The position accounts for 0.06% of the portfolio, ranked #113.

Western Pacific Wealth Management first reported a position in DUK in Q4 2021 and has held it in 19 quarters since. The position peaked at $240K in Q3 2024. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Western Pacific Wealth Management held 504 shares of Duke Energy worth $63.8K as of Q2 2026.
  • Western Pacific Wealth Management left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.06% of Western Pacific Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Western Pacific Wealth Management first reported a position in Duke Energy in Q4 2021 and has held it in 19 quarters since.
  • Western Pacific Wealth Management's Duke Energy position peaked at $240K in Q3 2024.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.