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

Western 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 		$1.36M Buy
10,412
+535
+5% +$66.9K 0.05% 354
2025
Q4 		$1.16M Buy
9,877
+1,030
+12% +$126K 0.05% 310
2025
Q3 		$1.09M Sell
8,847
-65
-0.7% -$7.89K 0.06% 288
2025
Q2 		$1.05M Buy
8,912
+311
+4% +$36.7K 0.06% 264
2025
Q1 		$1.05M Sell
8,601
-510
-6% -$58.1K 0.07% 244
2024
Q4 		$982K Buy
9,111
+186
+2% +$21.1K 0.06% 253
2024
Q3 		$1.03M Buy
8,925
+172
+2% +$19.1K 0.06% 307
2024
Q2 		$877K Buy
8,753
+57
+0.7% +$5.7K 0.07% 251
2024
Q1 		$841K Buy
8,696
+724
+9% +$68.7K 0.07% 253
2023
Q4 		$774K Sell
7,972
-174
-2% -$15.8K 0.06% 320
2023
Q3 		$719K Buy
8,146
+256
+3% +$23.5K 0.06% 312
2023
Q2 		$708K Sell
7,890
-176
-2% -$16.6K 0.06% 306
2023
Q1 		$778K Buy
8,066
+1,343
+20% +$133K 0.07% 273
2022
Q4 		$693K Sell
6,723
-8,471
-56% -$813K 0.07% 287
2022
Q3 		$1.41M Buy
15,194
+702
+5% +$75.4K 0.08% 241
2022
Q2 		$1.55M Buy
14,492
+776
+6% +$85.3K 0.09% 226
2022
Q1 		$1.53M Buy
13,716
+6,486
+90% +$674K 0.07% 252
2021
Q4 		$759K Buy
+7,230
New +$733K 0.07% 247
2021
Q2 		$783K Buy
7,934
+524
+7% +$52.6K 0.08% 256
2021
Q1 		$715K Buy
7,410
+2,063
+39% +$188K 0.1% 213
2020
Q4 		$490K Buy
5,347
+113
+2% +$10.5K 0.07% 259
2020
Q3 		$464K Sell
5,234
-814
-13% -$67.1K 0.08% 253
2020
Q2 		$485K Sell
6,048
-79
-1% -$6.67K 0.09% 235
2020
Q1 		$492K Sell
6,127
-98,374
-94% -$9.04M 0.11% 186
2019
Q4 		$9.58M Buy
104,501
+98,734
+1,712% +$9.05M 1.45% 16
2019
Q3 		$555K Sell
5,767
-192,287
-97% -$17.5M 0.12% 200
2019
Q2 		$17.5M Buy
198,054
+192,587
+3,523% +$17M 2.3% 7
2019
Q1 		$494K Sell
5,467
-16
-0.3% -$1.41K 0.11% 211
2018
Q4 		$473K Buy
+5,483
New +$467K 0.13% 181

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Western Wealth Management increased its Duke Energy (DUK) stake by 5.4% in Q1 2026, buying an estimated $66.9K and bringing the position to 10,412 shares worth $1.36M. The position accounts for 0.05% of the portfolio, ranked #354.

Western Wealth Management first reported a position in DUK in Q4 2018 and has held it in 29 quarters since. The position peaked at $17.5M in Q2 2019. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Western Wealth Management held 10,412 shares of Duke Energy worth $1.36M as of Q1 2026.
  • Western Wealth Management bought 535 Duke Energy shares in Q1 2026, an estimated $66.9K.
  • Duke Energy made up 0.05% of Western Wealth Management's portfolio in Q1 2026, its #354 holding.
  • Western Wealth Management first reported a position in Duke Energy in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's Duke Energy position peaked at $17.5M in Q2 2019.
  • 2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.