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Capital A Wealth Management’s Duke Energy DUK Stock Holding History

Capital A 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
Q2 		– Sell
-403
Closed -$49.2K – 554
2025
Q1 		$49.2K Sell
403
-222
-36% -$25.3K 0.05% 151
2024
Q4 		$67.3K Buy
+625
New +$70.8K 0.11% 137

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Capital A Wealth Management's DUK Position: Q2 2025 in Review

Capital A Wealth Management sold out of Duke Energy (DUK) in Q2 2025, closing a stake of 403 shares — an estimated $49.2K sold.

Capital A Wealth Management first reported a position in DUK in Q4 2024 and held it in 2 quarters. The position peaked at $67.3K in Q4 2024. 2,276 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

  • Capital A Wealth Management reported no remaining Duke Energy position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 403 Duke Energy shares in Q2 2025, an estimated $49.2K.
  • Capital A Wealth Management first reported a position in Duke Energy in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Duke Energy position peaked at $67.3K in Q4 2024.
  • 2,276 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.