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Edge Financial Advisors’s Duke Energy DUK Stock Holding History

Edge Financial 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 		$1.3M Buy
6,664
+1,178
+21% +$144K 0.55% 42
2025
Q3 		$679K Buy
5,486
+15
+0.3% +$1.82K 0.3% 70
2025
Q2 		$646K Buy
5,471
+575
+12% +$67.8K 0.34% 52
2025
Q1 		$597K Buy
4,896
+43
+0.9% +$4.9K 0.38% 46
2024
Q4 		$523K Buy
4,853
+46
+1% +$5.21K 0.47% 55
2024
Q3 		$554K Buy
4,807
+42
+0.9% +$4.67K 0.49% 54
2024
Q2 		$478K Sell
4,765
-2
-0% -$200 0.49% 51
2024
Q1 		$461K Buy
+4,767
New +$452K 0.41% 69

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Edge Financial Advisors's DUK Position: Q4 2025 in Review

Edge Financial Advisors increased its Duke Energy (DUK) stake by 21% in Q4 2025, buying an estimated $144K and bringing the position to 6,664 shares worth $1.3M. The position accounts for 0.55% of the portfolio, ranked #42.

Edge Financial Advisors first reported a position in DUK in Q1 2024 and has held it in 8 quarters since. 2,404 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • Edge Financial Advisors held 6,664 shares of Duke Energy worth $1.3M as of Q4 2025.
  • Edge Financial Advisors bought 1,178 Duke Energy shares in Q4 2025, an estimated $144K.
  • Duke Energy made up 0.55% of Edge Financial Advisors's portfolio in Q4 2025, its #42 holding.
  • Edge Financial Advisors first reported a position in Duke Energy in Q1 2024 and has held it in 8 quarters since.
  • 2,404 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.