BFP
DUK icon

Briaud Financial Planning’s Duke Energy DUK Stock Holding History

Briaud Financial Planning’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
-230
Closed -$27K – 103
2025
Q2 		$27K Buy
230
+55
+31% +$6.49K 0.01% 140
2025
Q1 		$21K Hold
175
– – 0.01% 119
2024
Q4 		$18K Hold
175
– – 0.01% 128
2024
Q3 		$20K Hold
175
– – 0.01% 96
2024
Q2 		$17K Hold
175
– – 0.01% 95
2024
Q1 		$17K Buy
+175
New +$16.6K 0.01% 92
2023
Q4 		– Sell
-193
Closed -$17K – 61
2023
Q3 		$17K Buy
+193
New +$17.7K 0.01% 94

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

Briaud Financial Planning's DUK Position: Q3 2025 in Review

Briaud Financial Planning sold out of Duke Energy (DUK) in Q3 2025, closing a stake of 230 shares — an estimated $27K sold.

Briaud Financial Planning first reported a position in DUK in Q3 2023 and held it in 7 quarters. The position peaked at $27K in Q2 2025. 2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • Briaud Financial Planning reported no remaining Duke Energy position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 230 Duke Energy shares in Q3 2025, an estimated $27K.
  • Briaud Financial Planning first reported a position in Duke Energy in Q3 2023 and held it in 7 quarters.
  • Briaud Financial Planning's Duke Energy position peaked at $27K in Q2 2025.
  • 2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.