FWA
DUK icon

FSC Wealth Advisors’s Duke Energy DUK Stock Holding History

FSC Wealth 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
Q2 		– Sell
-324
Closed -$39.5K – 121
2025
Q1 		$39.5K Buy
324
+3
+0.9% +$342 0.03% 126
2024
Q4 		$34.6K Sell
321
-91
-22% -$10.3K 0.02% 133
2024
Q3 		$47.5K Buy
412
+3
+0.7% +$334 0.03% 116
2024
Q2 		$41K Buy
409
+87
+27% +$8.7K 0.03% 114
2024
Q1 		$31.1K Sell
322
-1
-0.3% -$95 0.02% 132
2023
Q4 		$31.3K Hold
323
– – 0.02% 130
2023
Q3 		$28.5K Buy
+323
New +$29.6K 0.03% 107

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

FSC Wealth Advisors's DUK Position: Q2 2025 in Review

FSC Wealth Advisors sold out of Duke Energy (DUK) in Q2 2025, closing a stake of 324 shares — an estimated $39.5K sold.

FSC Wealth Advisors first reported a position in DUK in Q3 2023 and held it in 7 quarters. The position peaked at $47.5K in Q3 2024. 2,276 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

  • FSC Wealth Advisors reported no remaining Duke Energy position as of Q2 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 324 Duke Energy shares in Q2 2025, an estimated $39.5K.
  • FSC Wealth Advisors first reported a position in Duke Energy in Q3 2023 and held it in 7 quarters.
  • FSC Wealth Advisors's Duke Energy position peaked at $47.5K in Q3 2024.
  • 2,276 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.