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Kathleen S. Wright Associates’s Duke Energy DUK Stock Holding History

Kathleen S. Wright Associates’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 		$25.5K Hold
206
– – 0.01% 181
2025
Q2 		$24.3K Hold
206
– – 0.01% 185
2025
Q1 		$25.1K Hold
206
– – 0.01% 179
2024
Q4 		$22.2K Buy
+206
New +$23.3K 0.01% 188

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

Kathleen S. Wright Associates's DUK Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Duke Energy (DUK) position steady in Q3 2025 at 206 shares worth $25.5K. The position accounts for 0.01% of the portfolio, ranked #181.

Kathleen S. Wright Associates first reported a position in DUK in Q4 2024 and has held it in 4 quarters since. 2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • Kathleen S. Wright Associates held 206 shares of Duke Energy worth $25.5K as of Q3 2025.
  • Kathleen S. Wright Associates left its Duke Energy share count unchanged in Q3 2025.
  • Duke Energy made up 0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #181 holding.
  • Kathleen S. Wright Associates first reported a position in Duke Energy in Q4 2024 and has held it in 4 quarters since.
  • 2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.