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Curran Financial Partners’s Duke Energy DUK Stock Holding History

Curran Financial Partners’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
-1,754
Closed -$214K – 121
2025
Q1 		$214K Sell
1,754
-298
-15% -$34K 0.05% 97
2024
Q4 		$221K Buy
+2,052
New +$232K 0.06% 94

Other funds holding DUK

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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

Curran Financial Partners's DUK Position: Q2 2025 in Review

Curran Financial Partners sold out of Duke Energy (DUK) in Q2 2025, closing a stake of 1,754 shares — an estimated $214K sold.

Curran Financial Partners first reported a position in DUK in Q4 2024 and held it in 2 quarters. The position peaked at $221K in Q4 2024. 2,277 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

  • Curran Financial Partners reported no remaining Duke Energy position as of Q2 2025 after selling out during the quarter.
  • Curran Financial Partners sold 1,754 Duke Energy shares in Q2 2025, an estimated $214K.
  • Curran Financial Partners first reported a position in Duke Energy in Q4 2024 and held it in 2 quarters.
  • Curran Financial Partners's Duke Energy position peaked at $221K in Q4 2024.
  • 2,277 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on Curran Financial Partners's 13F filing for Q2 2025, filed 21 Jul 2025.