FGC
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Financial Gravity Companies’s Duke Energy DUK Stock Holding History

Financial Gravity Companies’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 		$15.8K Buy
+134
New +$15.8K ﹤0.01% 494
2024
Q4 		$14.4K Buy
+134
New +$15.2K ﹤0.01% 497
2018
Q4 		$80K Buy
+908
New +$77.3K 0.07% 231
2018
Q1 		$63K Buy
790
+436
+123% +$33.7K 0.06% 258
2017
Q4 		$27K Buy
+354
New +$30.9K 0.03% 439

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
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

Financial Gravity Companies's DUK Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Duke Energy (DUK) in Q2 2025: 134 shares worth $15.8K. The stake represents ﹤0.01% of the portfolio and ranks #494 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in DUK as recently as Q4 2024.

Financial Gravity Companies first reported a position in DUK in Q4 2017 and has held it in 5 quarters since. The position peaked at $80K in Q4 2018. 2,276 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

  • Financial Gravity Companies held 134 shares of Duke Energy worth $15.8K as of Q2 2025.
  • Duke Energy was a new Financial Gravity Companies position in Q2 2025.
  • Duke Energy made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #494 holding.
  • Financial Gravity Companies first reported a position in Duke Energy in Q4 2017 and has held it in 5 quarters since.
  • Financial Gravity Companies's Duke Energy position peaked at $80K in Q4 2018.
  • 2,276 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.