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Mid-American Wealth Advisory Group’s Duke Energy DUK Stock Holding History

Mid-American Wealth Advisory Group’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 		– Sell
-161
Closed -$19K – 117
2025
Q2 		$19K Buy
+161
New +$19K 0.01% 124

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

Mid-American Wealth Advisory Group's DUK Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Duke Energy (DUK) in Q3 2025, closing a stake of 161 shares — an estimated $19K sold.

Mid-American Wealth Advisory Group first reported a position in DUK in Q2 2025 and held it in 1 quarter. The position peaked at $19K in Q2 2025. 2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Duke Energy position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 161 Duke Energy shares in Q3 2025, an estimated $19K.
  • Mid-American Wealth Advisory Group first reported a position in Duke Energy in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's Duke Energy position peaked at $19K in Q2 2025.
  • 2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.