Guerra Advisors’s Duke Energy DUK Stock Holding History

Guerra 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 Q3	$20.2K	Buy	+164	New	+$19.9K	0.01%	230

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Guerra Advisors's DUK Position: Q3 2025 in Review

Guerra Advisors opened a new position in Duke Energy (DUK) in Q3 2025: 164 shares worth $20.2K. The stake represents 0.01% of the portfolio and ranks #230 among its holdings.

2,334 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

Guerra Advisors held 164 shares of Duke Energy worth $20.2K as of Q3 2025.
Duke Energy was a new Guerra Advisors position in Q3 2025.
Duke Energy made up 0.01% of Guerra Advisors's portfolio in Q3 2025, its #230 holding.
2,334 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.