GFPC
DUK icon

Global Financial Private Client’s Duke Energy DUK Stock Holding History

Global Financial Private Client’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
-307
Closed -$37.4K – 602
2025
Q1 		$37.4K Buy
307
+10
+3% +$1.14K 0.01% 372
2024
Q4 		$32K Buy
297
+5
+2% +$566 0.01% 364
2024
Q3 		$33.7K Buy
+292
New +$32.5K 0.01% 360
2024
Q1 		– Sell
-300
Closed -$29.1K – 705
2023
Q4 		$29.1K Hold
300
– – 0.01% 350
2023
Q3 		$25.6K Hold
300
– – 0.01% 347
2023
Q2 		$27.2K Sell
300
-328
-52% -$31K 0.01% 346
2023
Q1 		$59.7K Buy
628
+168
+37% +$16.6K 0.03% 265
2022
Q4 		$47.4K Buy
460
+160
+53% +$15.4K 0.03% 281
2022
Q3 		$28.6K Hold
300
– – 0.02% 323
2022
Q2 		$32.9K Hold
300
– – 0.02% 305
2022
Q1 		$33.8K Hold
300
– – 0.02% 304
2021
Q4 		$31.5K Hold
300
– – 0.02% 308
2021
Q3 		$29.5K Hold
300
– – 0.02% 286
2021
Q2 		$29.9K Hold
300
– – 0.02% 288
2021
Q1 		$28.9K Hold
300
– – 0.02% 253
2020
Q4 		$27.5K Hold
300
– – 0.02% 240
2020
Q3 		$27K Sell
300
-547
-65% -$45.1K 0.02% 237
2020
Q2 		$69.4K Sell
847
-245
-22% -$20.7K 0.06% 175
2020
Q1 		$84.7K Sell
1,092
-49
-4% -$4.5K 0.09% 159
2019
Q4 		$104K Buy
+1,141
New +$105K 0.09% 160

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

Global Financial Private Client's DUK Position: Q2 2025 in Review

Global Financial Private Client sold out of Duke Energy (DUK) in Q2 2025, closing a stake of 307 shares — an estimated $37.4K sold.

Global Financial Private Client first reported a position in DUK in Q4 2019 and held it in 20 quarters. The position peaked at $104K in Q4 2019. 2,276 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

  • Global Financial Private Client reported no remaining Duke Energy position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 307 Duke Energy shares in Q2 2025, an estimated $37.4K.
  • Global Financial Private Client first reported a position in Duke Energy in Q4 2019 and held it in 20 quarters.
  • Global Financial Private Client's Duke Energy position peaked at $104K in Q4 2019.
  • 2,276 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.