Financial Partners Group (Tennessee)’s Duke Energy DUK Stock Holding History

Financial Partners Group (Tennessee)’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	$680K	Sell	5,760 -2,516	-30%	-$297K	0.25%	58
2025 Q1	$1.01M	Sell	8,276 -680	-8%	-$77.5K	0.44%	50
2024 Q4	$965K	Buy	8,956 +2,525	+39%	+$286K	0.4%	57
2024 Q3	$742K	Sell	6,431 -868	-12%	-$96.6K	0.28%	66
2024 Q2	$732K	Buy	7,299 +30	+0.4%	+$3K	0.28%	65
2024 Q1	$703K	Buy	7,269 +42	+0.6%	+$3.98K	0.27%	67
2023 Q4	$701K	Buy	7,227 +28	+0.4%	+$2.55K	0.32%	58
2023 Q3	$635K	Buy	7,199 +3,006	+72%	+$276K	0.3%	58
2023 Q2	$376K	Hold	4,193	–	–	0.19%	61
2023 Q1	$405K	Hold	4,193	–	–	0.21%	60
2022 Q4	$432K	Buy	+4,193	New	+$402K	0.26%	56

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Partners Group (Tennessee)'s DUK Position: Q2 2025 in Review

Financial Partners Group (Tennessee) reduced its Duke Energy (DUK) stake by 30% in Q2 2025, selling an estimated $297K and leaving 5,760 shares worth $680K. The position accounts for 0.25% of the portfolio, ranked #58.

Financial Partners Group (Tennessee) first reported a position in DUK in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.01M in Q1 2025. 2,277 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

Financial Partners Group (Tennessee) held 5,760 shares of Duke Energy worth $680K as of Q2 2025.
Financial Partners Group (Tennessee) sold 2,516 Duke Energy shares in Q2 2025, an estimated $297K.
Duke Energy made up 0.25% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #58 holding.
Financial Partners Group (Tennessee) first reported a position in Duke Energy in Q4 2022 and has held it in 11 quarters since.
Financial Partners Group (Tennessee)'s Duke Energy position peaked at $1.01M in Q1 2025.
2,277 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.