Whalen Wealth Management’s Duke Energy DUK Stock Holding History

Whalen 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	–	Sell	-4,157	Closed	-$487K	–	190
2025 Q4	$487K	Buy	+4,157	New	+$508K	0.26%	101

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

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

Whalen Wealth Management sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 4,157 shares — an estimated $487K sold.

Whalen Wealth Management first reported a position in DUK in Q4 2025 and held it in 1 quarter. The position peaked at $487K in Q4 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Whalen Wealth Management reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
Whalen Wealth Management sold 4,157 Duke Energy shares in Q1 2026, an estimated $487K.
Whalen Wealth Management first reported a position in Duke Energy in Q4 2025 and held it in 1 quarter.
Whalen Wealth Management's Duke Energy position peaked at $487K in Q4 2025.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

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