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Whipplewood Advisors’s Duke Energy DUK Stock Holding History

Whipplewood Advisors’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 		$9.49K Sell
75
-1,284
-94% -$162K 0.01% 251
2026
Q1 		$178K Buy
1,359
+367
+37% +$45.9K 0.09% 140
2025
Q4 		$116K Buy
992
+7
+0.7% +$855 0.07% 150
2025
Q3 		$122K Sell
985
-674
-41% -$81.8K 0.08% 143
2025
Q2 		$196K Buy
1,659
+124
+8% +$14.6K 0.11% 170
2025
Q1 		$202K Sell
1,535
-101
-6% -$11.5K 0.12% 157
2024
Q4 		$176K Buy
+1,636
New +$185K 0.1% 172

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 $3.38T AUM 44.17% 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

Whipplewood Advisors's DUK Position: Q2 2026 in Review

Whipplewood Advisors reduced its Duke Energy (DUK) stake by 94% in Q2 2026, selling an estimated $162K and leaving 75 shares worth $9.49K. The position accounts for 0.01% of the portfolio, ranked #251.

Whipplewood Advisors first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $202K in Q1 2025. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Whipplewood Advisors held 75 shares of Duke Energy worth $9.49K as of Q2 2026.
  • Whipplewood Advisors sold 1,284 Duke Energy shares in Q2 2026, an estimated $162K.
  • Duke Energy made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #251 holding.
  • Whipplewood Advisors first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Duke Energy position peaked at $202K in Q1 2025.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.