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Bellwether Advisors’s Duke Energy DUK Stock Holding History

Bellwether Advisors’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
-1
Closed -$118 – 261
2025
Q2 		$118 Hold
1
– – ﹤0.01% 580
2025
Q1 		$122 Buy
+1
New +$114 ﹤0.01% 499
2023
Q2 		– Sell
-3,541
Closed -$342K – 194
2023
Q1 		$342K Buy
+3,541
New +$350K 0.09% 106
2022
Q4 		– Sell
-45
Closed -$4K – 477
2022
Q3 		$4K Sell
45
-1
-2% -$107 ﹤0.01% 333
2022
Q2 		$4K Sell
46
-134
-74% -$14.7K ﹤0.01% 294
2022
Q1 		$20K Sell
180
-749
-81% -$77.8K 0.01% 253
2021
Q4 		$97K Sell
929
-13,014
-93% -$1.32M 0.03% 153
2021
Q3 		$1.36M Buy
+13,943
New +$1.44M 0.45% 45

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

Bellwether Advisors's DUK Position: Q3 2025 in Review

Bellwether Advisors sold out of Duke Energy (DUK) in Q3 2025, closing a stake of 1 share — an estimated $118 sold.

Bellwether Advisors first reported a position in DUK in Q3 2021 and held it in 8 quarters. The position peaked at $1.36M in Q3 2021. 2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • Bellwether Advisors reported no remaining Duke Energy position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 1 Duke Energy share in Q3 2025, an estimated $118.
  • Bellwether Advisors first reported a position in Duke Energy in Q3 2021 and held it in 8 quarters.
  • Bellwether Advisors's Duke Energy position peaked at $1.36M in Q3 2021.
  • 2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.