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Delos Wealth Advisors’s Duke Energy DUK Stock Holding History

Delos Wealth 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
Q4 		– Sell
-137
Closed -$17K – 268
2025
Q3 		$17K Buy
+137
New +$16.6K 0.01% 153
2024
Q1 		– Sell
-7
Closed -$680 – 380
2023
Q4 		$680 Sell
7
-125
-95% -$11.4K ﹤0.01% 226
2023
Q3 		$11.7K Hold
132
– – 0.01% 135
2023
Q2 		$11.8K Hold
132
– – 0.02% 129
2023
Q1 		$12.7K Hold
132
– – 0.02% 122
2022
Q4 		$13.6K Hold
132
– – 0.02% 125
2022
Q3 		$12K Buy
132
+7
+6% +$752 0.01% 123
2022
Q2 		$13K Hold
125
– – 0.01% 118
2022
Q1 		$14K Hold
125
– – 0.01% 138
2021
Q4 		$13K Buy
+125
New +$12.7K 0.01% 183

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Delos Wealth Advisors's DUK Position: Q4 2025 in Review

Delos Wealth Advisors sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 137 shares — an estimated $17K sold.

Delos Wealth Advisors first reported a position in DUK in Q4 2021 and held it in 10 quarters. The position peaked at $17K in Q3 2025. 2,397 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • Delos Wealth Advisors reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
  • Delos Wealth Advisors sold 137 Duke Energy shares in Q4 2025, an estimated $17K.
  • Delos Wealth Advisors first reported a position in Duke Energy in Q4 2021 and held it in 10 quarters.
  • Delos Wealth Advisors's Duke Energy position peaked at $17K in Q3 2025.
  • 2,397 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Delos Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.