MWM
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MGB Wealth Management’s Duke Energy DUK Stock Holding History

MGB 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 		$232K Buy
1,982
+13
+0.7% +$1.59K 0.07% 203
2025
Q3 		$244K Buy
1,969
+8
+0.4% +$971 0.07% 197
2025
Q2 		$231K Buy
+1,961
New +$231K 0.08% 198

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

MGB Wealth Management's DUK Position: Q4 2025 in Review

MGB Wealth Management increased its Duke Energy (DUK) stake by 0.66% in Q4 2025, buying an estimated $1.59K and bringing the position to 1,982 shares worth $232K. The position accounts for 0.07% of the portfolio, ranked #203.

MGB Wealth Management first reported a position in DUK in Q2 2025 and has held it in 3 quarters since. The position peaked at $244K in Q3 2025. 2,397 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • MGB Wealth Management held 1,982 shares of Duke Energy worth $232K as of Q4 2025.
  • MGB Wealth Management bought 13 Duke Energy shares in Q4 2025, an estimated $1.59K.
  • Duke Energy made up 0.07% of MGB Wealth Management's portfolio in Q4 2025, its #203 holding.
  • MGB Wealth Management first reported a position in Duke Energy in Q2 2025 and has held it in 3 quarters since.
  • MGB Wealth Management's Duke Energy position peaked at $244K in Q3 2025.
  • 2,397 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.