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Financial Advocates Investment Management’s Duke Energy DUK Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-4,995
Closed -$589K – 204
2025
Q2 		$589K Sell
4,995
-3,815
-43% -$450K 0.05% 323
2025
Q1 		$1.07M Buy
8,810
+259
+3% +$29.5K 0.08% 263
2024
Q4 		$921K Buy
8,551
+1,917
+29% +$217K 0.05% 319
2024
Q3 		$765K Sell
6,634
-720
-10% -$80.1K 0.04% 363
2024
Q2 		$737K Sell
7,354
-878
-11% -$87.8K 0.05% 356
2024
Q1 		$796K Buy
8,232
+380
+5% +$36K 0.05% 356
2023
Q4 		$762K Buy
7,852
+616
+9% +$56K 0.05% 342
2023
Q3 		$639K Sell
7,236
-317
-4% -$29.1K 0.05% 359
2023
Q2 		$678K Buy
7,553
+901
+14% +$85K 0.05% 337
2023
Q1 		$642K Buy
6,652
+86
+1% +$8.5K 0.05% 374
2022
Q4 		$676K Buy
6,566
+4,202
+178% +$403K 0.05% 376
2022
Q3 		$218K Sell
2,364
-3,116
-57% -$335K 0.02% 646
2022
Q2 		$587K Buy
5,480
+2,800
+104% +$308K 0.05% 370
2022
Q1 		$299K Sell
2,680
-12,753
-83% -$1.32M 0.02% 578
2021
Q4 		$572K Buy
15,433
+13,107
+563% +$1.33M 0.04% 454
2021
Q3 		$228K Buy
2,326
+118
+5% +$12.2K 0.02% 672
2021
Q2 		$218K Sell
2,208
-23,138
-91% -$2.32M 0.01% 685
2021
Q1 		$1.45M Buy
25,346
+22,780
+888% +$2.08M 0.1% 233
2020
Q4 		$235K Buy
2,566
+152
+6% +$14.1K 0.02% 633
2020
Q3 		$214K Sell
2,414
-544
-18% -$44.8K 0.02% 563
2020
Q2 		$237K Sell
2,958
-111
-4% -$9.38K 0.02% 517
2020
Q1 		$248K Sell
3,069
-132
-4% -$12.1K 0.04% 392
2019
Q4 		$292K Sell
3,201
-1,385
-30% -$127K 0.03% 398
2019
Q3 		$439K Buy
4,586
+1,254
+38% +$114K 0.05% 313
2019
Q2 		$294K Buy
+3,332
New +$295K 0.03% 373
2018
Q2 		– Sell
-3,092
Closed -$240K – 489
2018
Q1 		$240K Buy
3,092
+554
+22% +$42.8K 0.03% 414
2017
Q4 		$213K Buy
+2,538
New +$222K 0.03% 443

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 $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $53.8B AUM 19.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Advocates Investment Management's DUK Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Duke Energy (DUK) in Q3 2025, closing a stake of 4,995 shares — an estimated $589K sold.

Financial Advocates Investment Management first reported a position in DUK in Q4 2017 and held it in 27 quarters. The position peaked at $1.45M in Q1 2021. 2,336 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Duke Energy position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 4,995 Duke Energy shares in Q3 2025, an estimated $589K.
  • Financial Advocates Investment Management first reported a position in Duke Energy in Q4 2017 and held it in 27 quarters.
  • Financial Advocates Investment Management's Duke Energy position peaked at $1.45M in Q1 2021.
  • 2,336 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.