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Advisor Resource Council’s Duke Energy DUK Stock Holding History

Advisor Resource Council’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
Q2 		– Sell
-2,906
Closed -$354K – 291
2025
Q1 		$354K Buy
+2,906
New +$331K 0.03% 431
2024
Q1 		– Sell
-2,534
Closed -$246K – 311
2023
Q4 		$246K Buy
+2,534
New +$230K 0.03% 398
2022
Q3 		– Sell
-2,860
Closed -$306K – 241
2022
Q2 		$306K Buy
+2,860
New +$314K 0.03% 376
2022
Q1 		– Sell
-2,593
Closed -$272K – 296
2021
Q4 		$272K Buy
+2,593
New +$263K 0.02% 465

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Advisor Resource Council's DUK Position: Q2 2025 in Review

Advisor Resource Council sold out of Duke Energy (DUK) in Q2 2025, closing a stake of 2,906 shares — an estimated $354K sold.

Advisor Resource Council first reported a position in DUK in Q4 2021 and held it in 4 quarters. The position peaked at $354K in Q1 2025. 2,276 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

  • Advisor Resource Council reported no remaining Duke Energy position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 2,906 Duke Energy shares in Q2 2025, an estimated $354K.
  • Advisor Resource Council first reported a position in Duke Energy in Q4 2021 and held it in 4 quarters.
  • Advisor Resource Council's Duke Energy position peaked at $354K in Q1 2025.
  • 2,276 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.