Bard Financial Services’s Duke Energy DUK Stock Holding History

Bard Financial Services’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	$576K	Hold	4,655	–	–	0.06%	140
2025 Q2	$549K	Sell	4,655 -200	-4%	-$23.6K	0.07%	141
2025 Q1	$592K	Hold	4,855	–	–	0.07%	139
2024 Q4	$523K	Hold	4,855	–	–	0.06%	139
2024 Q3	$560K	Sell	4,855 -1,115	-19%	-$124K	0.07%	141
2024 Q2	$598K	Sell	5,970 -55	-0.9%	-$5.5K	0.06%	143
2024 Q1	$583K	Hold	6,025	–	–	0.06%	145
2023 Q4	$585K	Hold	6,025	–	–	0.07%	145
2023 Q3	$532K	Buy	6,025 +85	+1%	+$7.79K	0.07%	142
2023 Q2	$533K	Hold	5,940	–	–	0.04%	210
2023 Q1	$573K	Hold	5,940	–	–	0.05%	204
2022 Q4	$612K	Buy	5,940 +405	+7%	+$38.9K	0.05%	193
2022 Q3	$515K	Hold	5,535	–	–	0.05%	193
2022 Q2	$593K	Hold	5,535	–	–	0.05%	182
2022 Q1	$618K	Sell	5,535 -325	-6%	-$33.8K	0.05%	179
2021 Q4	$615K	Buy	5,860 +325	+6%	+$32.9K	0.05%	176
2021 Q3	$540K	Hold	5,535	–	–	0.05%	179
2021 Q2	$546K	Hold	5,535	–	–	0.05%	180
2021 Q1	$534K	Hold	5,535	–	–	0.05%	172
2020 Q4	$507K	Buy	+5,535	New	+$512K	0.05%	176

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return