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Hurlow Wealth Management Group’s Duke Energy DUK Stock Holding History

Hurlow Wealth Management Group’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 		– Sell
-2,287
Closed -$270K – 122
2025
Q2 		$270K Hold
2,287
– – 0.08% 107
2025
Q1 		$279K Buy
2,287
+2
+0.1% +$228 0.09% 98
2024
Q4 		$246K Sell
2,285
-631
-22% -$71.5K 0.08% 107
2024
Q3 		$336K Buy
2,916
+23
+0.8% +$2.56K 0.1% 85
2024
Q2 		$290K Sell
2,893
-105
-4% -$10.5K 0.1% 88
2024
Q1 		$290K Buy
2,998
+6
+0.2% +$569 0.1% 88
2023
Q4 		$290K Buy
2,992
+1
+0% +$91 0.11% 84
2023
Q3 		$264K Buy
2,991
+2
+0.1% +$183 0.11% 87
2023
Q2 		$268K Sell
2,989
-4
-0.1% -$378 0.11% 89
2023
Q1 		$289K Hold
2,993
– – 0.13% 82
2022
Q4 		$308K Buy
2,993
+17
+0.6% +$1.63K 0.16% 76
2022
Q3 		$277K Hold
2,976
– – 0.16% 74
2022
Q2 		$319K Buy
2,976
+214
+8% +$23.5K 0.18% 70
2022
Q1 		$308K Hold
2,762
– – 0.19% 73
2021
Q4 		$260K Hold
2,762
– – 0.2% 74
2021
Q3 		$270K Sell
2,762
-175
-6% -$18.1K 0.16% 80
2021
Q2 		$290K Sell
2,937
-158
-5% -$15.9K 0.19% 75
2021
Q1 		$299K Hold
3,095
– – 0.22% 76
2020
Q4 		$283K Buy
3,095
+333
+12% +$30.8K 0.22% 75
2020
Q3 		$245K Hold
2,762
– – 0.22% 73
2020
Q2 		$225K Hold
2,762
– – 0.22% 82
2020
Q1 		$242K Hold
2,762
– – 0.26% 77
2019
Q4 		$255K Hold
2,762
– – 0.25% 85
2019
Q3 		$263K Hold
2,762
– – 0.28% 80
2019
Q2 		$247K Hold
2,762
– – 0.26% 80
2019
Q1 		$252K Hold
2,762
– – 0.27% 80
2018
Q4 		$237K Buy
+2,762
New +$235K 0.29% 79

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

Hurlow Wealth Management Group's DUK Position: Q3 2025 in Review

Hurlow Wealth Management Group sold out of Duke Energy (DUK) in Q3 2025, closing a stake of 2,287 shares — an estimated $270K sold.

Hurlow Wealth Management Group first reported a position in DUK in Q4 2018 and held it in 27 quarters. The position peaked at $336K in Q3 2024. 2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • Hurlow Wealth Management Group reported no remaining Duke Energy position as of Q3 2025 after selling out during the quarter.
  • Hurlow Wealth Management Group sold 2,287 Duke Energy shares in Q3 2025, an estimated $270K.
  • Hurlow Wealth Management Group first reported a position in Duke Energy in Q4 2018 and held it in 27 quarters.
  • Hurlow Wealth Management Group's Duke Energy position peaked at $336K in Q3 2024.
  • 2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on Hurlow Wealth Management Group's 13F filing for Q3 2025, filed 5 Nov 2025.