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FullCircle Wealth’s Duke Energy DUK Stock Holding History

FullCircle Wealth’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 		$216K Hold
1,748
– – 0.08% 252
2025
Q2 		$217K Buy
1,748
+10
+0.6% +$1.18K 0.08% 244
2025
Q1 		$210K Sell
1,738
-308
-15% -$35.1K 0.09% 225
2024
Q4 		$233K Sell
2,046
-19
-0.9% -$2.15K 0.1% 178
2024
Q3 		$242K Sell
2,065
-971
-32% -$108K 0.11% 162
2024
Q2 		$330K Buy
+3,036
New +$304K 0.16% 131

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

FullCircle Wealth's DUK Position: Q3 2025 in Review

FullCircle Wealth held its Duke Energy (DUK) position steady in Q3 2025 at 1,748 shares worth $216K. The position accounts for 0.08% of the portfolio, ranked #252.

FullCircle Wealth first reported a position in DUK in Q2 2024 and has held it in 6 quarters since. The position peaked at $330K in Q2 2024. 2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • FullCircle Wealth held 1,748 shares of Duke Energy worth $216K as of Q3 2025.
  • FullCircle Wealth left its Duke Energy share count unchanged in Q3 2025.
  • Duke Energy made up 0.08% of FullCircle Wealth's portfolio in Q3 2025, its #252 holding.
  • FullCircle Wealth first reported a position in Duke Energy in Q2 2024 and has held it in 6 quarters since.
  • FullCircle Wealth's Duke Energy position peaked at $330K in Q2 2024.
  • 2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.