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 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 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

Western Pacific Wealth Management's DUK Position: Q1 2026 in Review

Western Pacific Wealth Management held its Duke Energy (DUK) position steady in Q1 2026 at 504 shares worth $65.9K. The position accounts for 0.07% of the portfolio, ranked #103.

Western Pacific Wealth Management first reported a position in DUK in Q4 2021 and has held it in 18 quarters since. The position peaked at $240K in Q3 2024. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Western Pacific Wealth Management held 504 shares of Duke Energy worth $65.9K as of Q1 2026.
Western Pacific Wealth Management left its Duke Energy share count unchanged in Q1 2026.
Duke Energy made up 0.07% of Western Pacific Wealth Management's portfolio in Q1 2026, its #103 holding.
Western Pacific Wealth Management first reported a position in Duke Energy in Q4 2021 and has held it in 18 quarters since.
Western Pacific Wealth Management's Duke Energy position peaked at $240K in Q3 2024.
2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.