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Grey Fox Wealth Advisors’s Duke Energy DUK Stock Holding History

Grey Fox 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
Q4 		– Sell
-750
Closed -$92.8K – 263
2025
Q3 		$92.8K Buy
+750
New +$91K 0.02% 201
2023
Q2 		– Sell
-855
Closed -$82.5K – 216
2023
Q1 		$82.5K Buy
855
+118
+16% +$11.7K 0.05% 153
2022
Q4 		$75.9K Buy
+737
New +$70.7K 0.05% 144

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Grey Fox Wealth Advisors's DUK Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 750 shares — an estimated $92.8K sold.

Grey Fox Wealth Advisors first reported a position in DUK in Q4 2022 and held it in 3 quarters. The position peaked at $92.8K in Q3 2025. 2,397 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 750 Duke Energy shares in Q4 2025, an estimated $92.8K.
  • Grey Fox Wealth Advisors first reported a position in Duke Energy in Q4 2022 and held it in 3 quarters.
  • Grey Fox Wealth Advisors's Duke Energy position peaked at $92.8K in Q3 2025.
  • 2,397 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.