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Wilson & Boucher Capital Management’s Duke Energy DUK Stock Holding History

Wilson & Boucher Capital 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 		$796K Hold
6,291
– – 0.47% 55
2026
Q1 		$824K Hold
6,291
– – 0.55% 48
2025
Q4 		$737K Sell
6,291
-250
-4% -$30.5K 0.48% 54
2025
Q3 		$809K Hold
6,541
– – 0.53% 51
2025
Q2 		$772K Hold
6,541
– – 0.54% 55
2025
Q1 		$798K Sell
6,541
-100
-2% -$11.4K 0.59% 52
2024
Q4 		$716K Hold
6,641
– – 0.51% 58
2024
Q3 		$766K Hold
6,641
– – 0.53% 56
2024
Q2 		$666K Sell
6,641
-117
-2% -$11.7K 0.51% 56
2024
Q1 		$654K Sell
6,758
-1,195
-15% -$113K 0.51% 59
2023
Q4 		$772K Sell
7,953
-335
-4% -$30.5K 0.65% 48
2023
Q3 		$731K Sell
8,288
-40
-0.5% -$3.67K 0.7% 46
2023
Q2 		$747K Sell
8,328
-100
-1% -$9.44K 0.67% 46
2023
Q1 		$813K Hold
8,428
– – 0.78% 41
2022
Q4 		$868K Sell
8,428
-65
-0.8% -$6.24K 0.89% 38
2022
Q3 		$790K Sell
8,493
-100
-1% -$10.7K 0.92% 38
2022
Q2 		$921K Sell
8,593
-358
-4% -$39.4K 1.01% 34
2022
Q1 		$999K Buy
8,951
+367
+4% +$38.1K 0.91% 34
2021
Q4 		$900K Buy
+8,584
New +$870K 0.81% 41

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

Wilson & Boucher Capital Management's DUK Position: Q2 2026 in Review

Wilson & Boucher Capital Management held its Duke Energy (DUK) position steady in Q2 2026 at 6,291 shares worth $796K. The position accounts for 0.47% of the portfolio, ranked #55.

Wilson & Boucher Capital Management first reported a position in DUK in Q4 2021 and has held it in 19 quarters since. The position peaked at $999K in Q1 2022. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Wilson & Boucher Capital Management held 6,291 shares of Duke Energy worth $796K as of Q2 2026.
  • Wilson & Boucher Capital Management left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.47% of Wilson & Boucher Capital Management's portfolio in Q2 2026, its #55 holding.
  • Wilson & Boucher Capital Management first reported a position in Duke Energy in Q4 2021 and has held it in 19 quarters since.
  • Wilson & Boucher Capital Management's Duke Energy position peaked at $999K in Q1 2022.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.