AWM
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Accredited Wealth Management’s Duke Energy DUK Stock Holding History

Accredited 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
2025
Q3 		$16.6K Sell
33
-51
-61% -$6.19K 0.01% 216
2025
Q2 		$9.91K Hold
84
– – 0.01% 263
2025
Q1 		$10.2K Buy
+84
New +$9.57K 0.01% 244

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Accredited Wealth Management's DUK Position: Q3 2025 in Review

Accredited Wealth Management reduced its Duke Energy (DUK) stake by 61% in Q3 2025, selling an estimated $6.19K and leaving 33 shares worth $16.6K. The position accounts for 0.01% of the portfolio, ranked #216.

Accredited Wealth Management first reported a position in DUK in Q1 2025 and has held it in 3 quarters since. 2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • Accredited Wealth Management held 33 shares of Duke Energy worth $16.6K as of Q3 2025.
  • Accredited Wealth Management sold 51 Duke Energy shares in Q3 2025, an estimated $6.19K.
  • Duke Energy made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #216 holding.
  • Accredited Wealth Management first reported a position in Duke Energy in Q1 2025 and has held it in 3 quarters since.
  • 2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.