NWMG
DUK icon

National Wealth Management Group’s Duke Energy DUK Stock Holding History

National Wealth Management 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
-4,953
Closed -$585K – 240
2025
Q2 		$585K Buy
+4,953
New +$584K 0.33% 74

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

National Wealth Management Group's DUK Position: Q3 2025 in Review

National Wealth Management Group sold out of Duke Energy (DUK) in Q3 2025, closing a stake of 4,953 shares — an estimated $585K sold.

National Wealth Management Group first reported a position in DUK in Q2 2025 and held it in 1 quarter. The position peaked at $585K in Q2 2025. 2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • National Wealth Management Group reported no remaining Duke Energy position as of Q3 2025 after selling out during the quarter.
  • National Wealth Management Group sold 4,953 Duke Energy shares in Q3 2025, an estimated $585K.
  • National Wealth Management Group first reported a position in Duke Energy in Q2 2025 and held it in 1 quarter.
  • National Wealth Management Group's Duke Energy position peaked at $585K in Q2 2025.
  • 2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on National Wealth Management Group's 13F filing for Q3 2025, filed 31 Oct 2025.