IWA
DUK icon

Icon Wealth Advisors’s Duke Energy DUK Stock Holding History

Icon Wealth 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
Q4 		– Sell
-1,204
Closed -$149K – 437
2025
Q3 		$149K Hold
1,204
– – 0.01% 419
2025
Q2 		$142K Buy
1,204
+87
+8% +$10.3K 0.01% 429
2025
Q1 		$136K Sell
1,117
-217
-16% -$24.7K 0.01% 422
2024
Q4 		$144K Sell
1,334
-3
-0.2% -$340 0.01% 434
2024
Q3 		$154K Sell
1,337
-82
-6% -$9.13K 0.01% 403
2024
Q2 		$155K Buy
1,419
+200
+16% +$20K 0.01% 373
2024
Q1 		$118K Sell
1,219
-559
-31% -$53K 0.01% 440
2023
Q4 		$173K Buy
+1,778
New +$162K 0.02% 339
2022
Q4 		– Sell
-1,367
Closed -$127K – 354
2022
Q3 		$127K Buy
+1,367
New +$147K 0.02% 362

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Icon Wealth Advisors's DUK Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 1,204 shares — an estimated $149K sold.

Icon Wealth Advisors first reported a position in DUK in Q3 2022 and held it in 9 quarters. The position peaked at $173K in Q4 2023. 2,402 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • Icon Wealth Advisors reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 1,204 Duke Energy shares in Q4 2025, an estimated $149K.
  • Icon Wealth Advisors first reported a position in Duke Energy in Q3 2022 and held it in 9 quarters.
  • Icon Wealth Advisors's Duke Energy position peaked at $173K in Q4 2023.
  • 2,402 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.