CWM
DUK icon

Congress Wealth Management’s Duke Energy DUK Stock Holding History

Congress 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 		$3.08M Buy
27,143
+1,294
+5% +$153K 0.03% 487
2025
Q1 		$3M Buy
25,849
+15,682
+154% +$1.79M 0.04% 414
2024
Q4 		$1.09M Buy
10,167
+3,737
+58% +$423K 0.02% 505
2024
Q3 		$742K Buy
6,430
+761
+13% +$84.7K 0.01% 565
2024
Q2 		$568K Buy
+5,669
New +$567K 0.01% 519
2024
Q1 		– Sell
-2,685
Closed -$255K – 593
2023
Q4 		$255K Buy
+2,685
New +$244K ﹤0.01% 556

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Congress Wealth Management's DUK Position: Q2 2025 in Review

Congress Wealth Management increased its Duke Energy (DUK) stake by 5% in Q2 2025, buying an estimated $153K and bringing the position to 27,143 shares worth $3.08M. The position accounts for 0.03% of the portfolio, ranked #487.

Congress Wealth Management first reported a position in DUK in Q4 2023 and has held it in 6 quarters since. 2,279 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

  • Congress Wealth Management held 27,143 shares of Duke Energy worth $3.08M as of Q2 2025.
  • Congress Wealth Management bought 1,294 Duke Energy shares in Q2 2025, an estimated $153K.
  • Duke Energy made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #487 holding.
  • Congress Wealth Management first reported a position in Duke Energy in Q4 2023 and has held it in 6 quarters since.
  • 2,279 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.