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Marshall & Sterling Wealth Advisors’s Duke Energy DUK Stock Holding History

Marshall & Sterling 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
-74
Closed -$9.16K – 424
2025
Q3 		$9.16K Hold
74
– – 0.01% 366
2025
Q2 		$8.73K Buy
74
+13
+21% +$1.53K 0.01% 358
2025
Q1 		$7.44K Buy
+61
New +$6.95K 0.01% 382

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Marshall & Sterling Wealth Advisors's DUK Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 74 shares — an estimated $9.16K sold.

Marshall & Sterling Wealth Advisors first reported a position in DUK in Q1 2025 and held it in 3 quarters. The position peaked at $9.16K in Q3 2025. 2,397 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 74 Duke Energy shares in Q4 2025, an estimated $9.16K.
  • Marshall & Sterling Wealth Advisors first reported a position in Duke Energy in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Duke Energy position peaked at $9.16K in Q3 2025.
  • 2,397 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.