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Iron Horse Wealth Management’s Duke Energy DUK Stock Holding History

Iron Horse 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
Q2 		$5.78K Hold
49
– – ﹤0.01% 356
2025
Q1 		$5.98K Buy
+49
New +$5.58K ﹤0.01% 334

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Iron Horse Wealth Management's DUK Position: Q2 2025 in Review

Iron Horse Wealth Management held its Duke Energy (DUK) position steady in Q2 2025 at 49 shares worth $5.78K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Iron Horse Wealth Management first reported a position in DUK in Q1 2025 and has held it in 2 quarters since. The position peaked at $5.98K in Q1 2025. 2,276 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

  • Iron Horse Wealth Management held 49 shares of Duke Energy worth $5.78K as of Q2 2025.
  • Iron Horse Wealth Management left its Duke Energy share count unchanged in Q2 2025.
  • Duke Energy made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #356 holding.
  • Iron Horse Wealth Management first reported a position in Duke Energy in Q1 2025 and has held it in 2 quarters since.
  • Iron Horse Wealth Management's Duke Energy position peaked at $5.98K in Q1 2025.
  • 2,276 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.