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Guardian Wealth Management (Illinois)’s Duke Energy DUK Stock Holding History

Guardian Wealth Management (Illinois)’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
-21
Closed -$2.58K – 103
2025
Q1 		$2.58K Hold
21
– – ﹤0.01% 199
2024
Q4 		$2.28K Hold
21
– – ﹤0.01% 209
2024
Q3 		$2.42K Hold
21
– – ﹤0.01% 211
2024
Q2 		$2.12K Hold
21
– – ﹤0.01% 214
2024
Q1 		$2.05K Hold
21
– – ﹤0.01% 209
2023
Q4 		$2.06K Buy
+21
New +$1.91K ﹤0.01% 216

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

Guardian Wealth Management (Illinois)'s DUK Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Duke Energy (DUK) in Q2 2025, closing a stake of 21 shares — an estimated $2.58K sold.

Guardian Wealth Management (Illinois) first reported a position in DUK in Q4 2023 and held it in 6 quarters. The position peaked at $2.58K in Q1 2025. 2,276 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining Duke Energy position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 21 Duke Energy shares in Q2 2025, an estimated $2.58K.
  • Guardian Wealth Management (Illinois) first reported a position in Duke Energy in Q4 2023 and held it in 6 quarters.
  • Guardian Wealth Management (Illinois)'s Duke Energy position peaked at $2.58K in Q1 2025.
  • 2,276 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.