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AMJ Financial Wealth Management’s Duke Energy DUK Stock Holding History

AMJ Financial 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
Q4 		– Sell
-63,345
Closed -$7.84M – 92
2025
Q3 		$7.84M Sell
63,345
-18,185
-22% -$2.21M 1.87% 29
2025
Q2 		$9.62M Buy
81,530
+24,155
+42% +$2.85M 2.4% 19
2025
Q1 		$7M Buy
+57,375
New +$6.54M 2.07% 23
2022
Q3 		– Sell
-26,546
Closed -$2.85M – 52
2022
Q2 		$2.85M Buy
+26,546
New +$2.92M 2.4% 14

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

AMJ Financial Wealth Management's DUK Position: Q4 2025 in Review

AMJ Financial Wealth Management sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 63,345 shares — an estimated $7.84M sold.

AMJ Financial Wealth Management first reported a position in DUK in Q2 2022 and held it in 4 quarters. The position peaked at $9.62M in Q2 2025. 2,398 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • AMJ Financial Wealth Management reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 63,345 Duke Energy shares in Q4 2025, an estimated $7.84M.
  • AMJ Financial Wealth Management first reported a position in Duke Energy in Q2 2022 and held it in 4 quarters.
  • AMJ Financial Wealth Management's Duke Energy position peaked at $9.62M in Q2 2025.
  • 2,398 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on AMJ Financial Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.