MA
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Mezzasalma Advisors’s Duke Energy DUK Stock Holding History

Mezzasalma 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
Q2 		– Sell
-1,878
Closed -$229K – 147
2025
Q1 		$229K Buy
+1,878
New +$214K 0.08% 135
2024
Q4 		– Sell
-2,080
Closed -$240K – 146
2024
Q3 		$240K Buy
+2,080
New +$232K 0.09% 77
2024
Q2 		– Sell
-2,425
Closed -$235K – 85
2024
Q1 		$235K Buy
2,425
+351
+17% +$33.3K 0.11% 93
2023
Q4 		$201K Sell
2,074
-331
-14% -$30.1K 0.11% 94
2023
Q3 		$212K Buy
+2,405
New +$220K 0.13% 79
2023
Q2 		– Sell
-2,397
Closed -$231K – 88
2023
Q1 		$231K Sell
2,397
-40
-2% -$3.95K 0.16% 78
2022
Q4 		$251K Sell
2,437
-170
-7% -$16.3K 0.22% 71
2022
Q3 		$243K Hold
2,607
– – 0.19% 66
2022
Q2 		$279K Hold
2,607
– – 0.24% 65
2022
Q1 		$291K Hold
2,607
– – 0.18% 71
2021
Q4 		$273K Buy
2,607
+120
+5% +$12.2K 0.15% 81
2021
Q3 		$243K Hold
2,487
– – 0.14% 85
2021
Q2 		$246K Hold
2,487
– – 0.14% 86
2021
Q1 		$240K Hold
2,487
– – 0.15% 79
2020
Q4 		$228K Buy
+2,487
New +$230K 0.15% 82

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

Mezzasalma Advisors's DUK Position: Q2 2025 in Review

Mezzasalma Advisors sold out of Duke Energy (DUK) in Q2 2025, closing a stake of 1,878 shares — an estimated $229K sold.

Mezzasalma Advisors first reported a position in DUK in Q4 2020 and held it in 15 quarters. The position peaked at $291K in Q1 2022. 2,276 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

  • Mezzasalma Advisors reported no remaining Duke Energy position as of Q2 2025 after selling out during the quarter.
  • Mezzasalma Advisors sold 1,878 Duke Energy shares in Q2 2025, an estimated $229K.
  • Mezzasalma Advisors first reported a position in Duke Energy in Q4 2020 and held it in 15 quarters.
  • Mezzasalma Advisors's Duke Energy position peaked at $291K in Q1 2022.
  • 2,276 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on Mezzasalma Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.