Heck Capital Advisors’s Duke Energy DUK Stock Holding History

Heck Capital 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 Q1	–	Sell	-30	Closed	-$3.23K	–	400
2024 Q4	$3.23K	Buy	+30	New	+$3.4K	﹤0.01%	601

Other funds holding DUK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Heck Capital Advisors's DUK Position: Q1 2025 in Review

Heck Capital Advisors sold out of Duke Energy (DUK) in Q1 2025, closing a stake of 30 shares — an estimated $3.23K sold.

Heck Capital Advisors first reported a position in DUK in Q4 2024 and held it in 1 quarter. The position peaked at $3.23K in Q4 2024. 2,268 funds tracked by Wall St. Rank hold DUK as of Q1 2025.

Heck Capital Advisors reported no remaining Duke Energy position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 30 Duke Energy shares in Q1 2025, an estimated $3.23K.
Heck Capital Advisors first reported a position in Duke Energy in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Duke Energy position peaked at $3.23K in Q4 2024.
2,268 funds tracked by Wall St. Rank held Duke Energy as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.