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

Atticus 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 		– Sell
-221
Closed -$26.1K – 312
2025
Q2 		$26.1K Hold
221
– – 0.01% 384
2025
Q1 		$27K Sell
221
-500
-69% -$57K 0.01% 293
2024
Q4 		$77.7K Hold
721
– – 0.02% 191
2024
Q3 		$83.1K Hold
721
– – 0.03% 187
2024
Q2 		$72.3K Sell
721
-272
-27% -$27.2K 0.02% 195
2024
Q1 		$96K Sell
993
-110
-10% -$10.4K 0.03% 173
2023
Q4 		$107K Sell
1,103
-8
-0.7% -$728 0.04% 156
2023
Q3 		$98K Sell
1,111
-52
-4% -$4.77K 0.04% 177
2023
Q2 		$104K Sell
1,163
-232
-17% -$21.9K 0.04% 172
2023
Q1 		$135K Buy
1,395
+156
+13% +$15.4K 0.05% 150
2022
Q4 		$128K Buy
1,239
+13
+1% +$1.25K 0.05% 163
2022
Q3 		$131K Hold
1,226
– – 0.06% 143
2022
Q2 		$131K Buy
1,226
+63
+5% +$6.93K 0.05% 160
2022
Q1 		$130K Hold
1,163
– – 0.05% 174
2021
Q4 		$122K Hold
1,163
– – 0.05% 152
2021
Q3 		$113K Hold
1,163
– – 0.05% 150
2021
Q2 		$115K Hold
1,163
– – 0.05% 153
2021
Q1 		$112K Hold
1,163
– – 0.05% 146
2020
Q4 		$106K Sell
1,163
-1,037
-47% -$95.9K 0.05% 148
2020
Q3 		$195K Hold
2,200
– – 0.12% 88
2020
Q2 		$176K Hold
2,200
– – 0.12% 93
2020
Q1 		$178K Buy
2,200
+270
+14% +$24.8K 0.14% 83
2019
Q4 		$176K Buy
+1,930
New +$177K 0.11% 91

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

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

Atticus Wealth Management sold out of Duke Energy (DUK) in Q3 2025, closing a stake of 221 shares — an estimated $26.1K sold.

Atticus Wealth Management first reported a position in DUK in Q4 2019 and held it in 23 quarters. The position peaked at $195K in Q3 2020. 2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • Atticus Wealth Management reported no remaining Duke Energy position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 221 Duke Energy shares in Q3 2025, an estimated $26.1K.
  • Atticus Wealth Management first reported a position in Duke Energy in Q4 2019 and held it in 23 quarters.
  • Atticus Wealth Management's Duke Energy position peaked at $195K in Q3 2020.
  • 2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.