LGWM
DUK icon

Litman Gregory Wealth Management’s Duke Energy DUK Stock Holding History

Litman Gregory 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
Q4 		$276K Hold
2,353
– – 0.02% 130
2025
Q3 		$291K Buy
+2,353
New +$286K 0.02% 125
2020
Q1 		– Sell
-41
Closed -$4K – 177
2019
Q4 		$4K Buy
+41
New +$3.76K ﹤0.01% 181

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 $3.38T AUM 44.17% 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

Litman Gregory Wealth Management's DUK Position: Q4 2025 in Review

Litman Gregory Wealth Management held its Duke Energy (DUK) position steady in Q4 2025 at 2,353 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #130.

Litman Gregory Wealth Management first reported a position in DUK in Q4 2019 and has held it in 3 quarters since. The position peaked at $291K in Q3 2025. 2,408 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • Litman Gregory Wealth Management held 2,353 shares of Duke Energy worth $276K as of Q4 2025.
  • Litman Gregory Wealth Management left its Duke Energy share count unchanged in Q4 2025.
  • Duke Energy made up 0.02% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #130 holding.
  • Litman Gregory Wealth Management first reported a position in Duke Energy in Q4 2019 and has held it in 3 quarters since.
  • Litman Gregory Wealth Management's Duke Energy position peaked at $291K in Q3 2025.
  • 2,408 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.