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Inspirion Wealth Advisors’s Duke Energy DUK Stock Holding History

Inspirion 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
Q3 		– Sell
-1,719
Closed -$203K – 158
2025
Q2 		$203K Buy
1,719
+8
+0.5% +$944 0.03% 147
2025
Q1 		$209K Buy
+1,711
New +$195K 0.03% 146

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

Inspirion Wealth Advisors's DUK Position: Q3 2025 in Review

Inspirion Wealth Advisors sold out of Duke Energy (DUK) in Q3 2025, closing a stake of 1,719 shares — an estimated $203K sold.

Inspirion Wealth Advisors first reported a position in DUK in Q1 2025 and held it in 2 quarters. The position peaked at $209K in Q1 2025. 2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • Inspirion Wealth Advisors reported no remaining Duke Energy position as of Q3 2025 after selling out during the quarter.
  • Inspirion Wealth Advisors sold 1,719 Duke Energy shares in Q3 2025, an estimated $203K.
  • Inspirion Wealth Advisors first reported a position in Duke Energy in Q1 2025 and held it in 2 quarters.
  • Inspirion Wealth Advisors's Duke Energy position peaked at $209K in Q1 2025.
  • 2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on Inspirion Wealth Advisors's 13F filing for Q3 2025, filed 6 Oct 2025.