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Hemington Wealth Management’s Duke Energy DUK Stock Holding History

Hemington Wealth Management’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 		$76K Buy
620
+86
+16% +$10.4K 0.01% 282
2025
Q2 		$63K Buy
534
+13
+2% +$1.53K 0.01% 290
2025
Q1 		$63K Buy
521
+79
+18% +$9.01K 0.01% 277
2024
Q4 		$47K Buy
442
+35
+9% +$3.96K 0.01% 318
2024
Q3 		$46K Buy
+407
New +$45.3K 0.01% 308

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Hemington Wealth Management's DUK Position: Q3 2025 in Review

Hemington Wealth Management increased its Duke Energy (DUK) stake by 16% in Q3 2025, buying an estimated $10.4K and bringing the position to 620 shares worth $76K. The position accounts for 0.01% of the portfolio, ranked #282.

Hemington Wealth Management first reported a position in DUK in Q3 2024 and has held it in 5 quarters since. 2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • Hemington Wealth Management held 620 shares of Duke Energy worth $76K as of Q3 2025.
  • Hemington Wealth Management bought 86 Duke Energy shares in Q3 2025, an estimated $10.4K.
  • Duke Energy made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #282 holding.
  • Hemington Wealth Management first reported a position in Duke Energy in Q3 2024 and has held it in 5 quarters since.
  • 2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.