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Apexium Financial’s Duke Energy DUK Stock Holding History

Apexium Financial’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 		$672K Buy
5,429
+61
+1% +$7.4K 0.03% 164
2025
Q2 		$633K Buy
5,368
+130
+2% +$15.3K 0.03% 161
2025
Q1 		$639K Sell
5,238
-105
-2% -$12K 0.04% 151
2024
Q4 		$576K Buy
5,343
+210
+4% +$23.8K 0.03% 151
2024
Q3 		$592K Sell
5,133
-42
-0.8% -$4.67K 0.04% 127
2024
Q2 		$519K Buy
5,175
+43
+0.8% +$4.3K 0.04% 136
2024
Q1 		$496K Hold
5,132
– – 0.04% 142
2023
Q4 		$498K Buy
5,132
+50
+1% +$4.55K 0.04% 169
2023
Q3 		$449K Buy
5,082
+181
+4% +$16.6K 0.05% 137
2023
Q2 		$440K Buy
4,901
+200
+4% +$18.9K 0.04% 144
2023
Q1 		$454K Buy
4,701
+23
+0.5% +$2.27K 0.04% 136
2022
Q4 		$482K Sell
4,678
-13
-0.3% -$1.25K 0.05% 134
2022
Q3 		$436K Buy
+4,691
New +$504K 0.05% 130

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

Apexium Financial's DUK Position: Q3 2025 in Review

Apexium Financial increased its Duke Energy (DUK) stake by 1.1% in Q3 2025, buying an estimated $7.4K and bringing the position to 5,429 shares worth $672K. The position accounts for 0.03% of the portfolio, ranked #164.

Apexium Financial first reported a position in DUK in Q3 2022 and has held it in 13 quarters since. 2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • Apexium Financial held 5,429 shares of Duke Energy worth $672K as of Q3 2025.
  • Apexium Financial bought 61 Duke Energy shares in Q3 2025, an estimated $7.4K.
  • Duke Energy made up 0.03% of Apexium Financial's portfolio in Q3 2025, its #164 holding.
  • Apexium Financial first reported a position in Duke Energy in Q3 2022 and has held it in 13 quarters since.
  • 2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.