FWM
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FSA Wealth Management’s Duke Energy DUK Stock Holding History

FSA Wealth 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 		$21.2K Sell
171
-266
-61% -$32.3K 0.01% 250
2025
Q2 		$51.6K Hold
437
– – 0.02% 150
2025
Q1 		$53.3K Hold
437
– – 0.02% 146
2024
Q4 		$47.1K Hold
437
– – 0.02% 157
2024
Q3 		$50.4K Buy
+437
New +$48.6K 0.02% 161
2024
Q1 		$42.3K Hold
437
– – 0.02% 167
2023
Q4 		$42K Buy
+437
New +$39.7K 0.02% 155
2021
Q1 		– Sell
-578
Closed -$53K – 106
2020
Q4 		$53K Buy
+578
New +$53.5K 0.03% 122
2020
Q3 		– Sell
-683
Closed -$55K – 142
2020
Q2 		$55K Hold
683
– – 0.04% 113
2020
Q1 		$55K Hold
683
– – 0.05% 102
2019
Q4 		$62K Buy
+683
New +$62.6K 0.04% 109

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
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 $63.1B AUM 23.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

FSA Wealth Management's DUK Position: Q3 2025 in Review

FSA Wealth Management reduced its Duke Energy (DUK) stake by 61% in Q3 2025, selling an estimated $32.3K and leaving 171 shares worth $21.2K. The position accounts for 0.01% of the portfolio, ranked #250.

FSA Wealth Management first reported a position in DUK in Q4 2019 and has held it in 11 quarters since. The position peaked at $62K in Q4 2019. 2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • FSA Wealth Management held 171 shares of Duke Energy worth $21.2K as of Q3 2025.
  • FSA Wealth Management sold 266 Duke Energy shares in Q3 2025, an estimated $32.3K.
  • Duke Energy made up 0.01% of FSA Wealth Management's portfolio in Q3 2025, its #250 holding.
  • FSA Wealth Management first reported a position in Duke Energy in Q4 2019 and has held it in 11 quarters since.
  • FSA Wealth Management's Duke Energy position peaked at $62K in Q4 2019.
  • 2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.