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Midland Wealth Advisors’s Duke Energy DUK Stock Holding History

Midland 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
-2,692
Closed -$333K – 167
2025
Q3 		$333K Sell
2,692
-339
-11% -$41.1K 0.02% 137
2025
Q2 		$358K Hold
3,031
– – 0.02% 138
2025
Q1 		$370K Sell
3,031
-1,519
-33% -$173K 0.02% 138
2024
Q4 		$490K Buy
4,550
+124
+3% +$14K 0.03% 135
2024
Q3 		$510K Sell
4,426
-1,233
-22% -$137K 0.03% 135
2024
Q2 		$567K Buy
5,659
+728
+15% +$72.8K 0.03% 129
2024
Q1 		$477K Sell
4,931
-150
-3% -$14.2K 0.03% 137
2023
Q4 		$493K Buy
+5,081
New +$462K 0.03% 136

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 $3.37T AUM 44.26% 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

Midland Wealth Advisors's DUK Position: Q4 2025 in Review

Midland Wealth Advisors sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 2,692 shares — an estimated $333K sold.

Midland Wealth Advisors first reported a position in DUK in Q4 2023 and held it in 8 quarters. The position peaked at $567K in Q2 2024. 2,402 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • Midland Wealth Advisors reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
  • Midland Wealth Advisors sold 2,692 Duke Energy shares in Q4 2025, an estimated $333K.
  • Midland Wealth Advisors first reported a position in Duke Energy in Q4 2023 and held it in 8 quarters.
  • Midland Wealth Advisors's Duke Energy position peaked at $567K in Q2 2024.
  • 2,402 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Midland Wealth Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.