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Nicolet Advisory Services’s Duke Energy DUK Stock Holding History

Nicolet Advisory Services’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 		$380K Sell
3,256
-914
-22% -$112K 0.03% 278
2025
Q3 		$524K Buy
4,170
+57
+1% +$6.92K 0.04% 219
2025
Q2 		$506K Buy
4,113
+32
+0.8% +$3.78K 0.04% 213
2025
Q1 		$477K Buy
4,081
+1,367
+50% +$156K 0.05% 199
2024
Q4 		$287K Sell
2,714
-576
-18% -$65.3K 0.03% 303
2024
Q3 		$381K Sell
3,290
-494
-13% -$55K 0.04% 247
2024
Q2 		$389K Buy
3,784
+41
+1% +$4.1K 0.04% 238
2024
Q1 		$364K Buy
3,743
+1,542
+70% +$146K 0.04% 234
2023
Q4 		$217K Sell
2,201
-827
-27% -$75.2K 0.02% 299
2023
Q3 		$261K Buy
3,028
+314
+12% +$28.8K 0.03% 250
2023
Q2 		$246K Sell
2,714
-717
-21% -$67.7K 0.03% 265
2023
Q1 		$342K Buy
3,431
+232
+7% +$22.9K 0.04% 194
2022
Q4 		$338K Buy
3,199
+2
+0.1% +$192 0.04% 169
2022
Q3 		$285K Buy
3,197
+141
+5% +$15.1K 0.05% 142
2022
Q2 		$327K Sell
3,056
-9
-0.3% -$990 0.05% 131
2022
Q1 		$354K Buy
3,065
+37
+1% +$3.84K 0.05% 128
2021
Q4 		$318K Buy
3,028
+2
+0.1% +$203 0.04% 149
2021
Q3 		$295K Buy
3,026
+2
+0.1% +$207 0.04% 152
2021
Q2 		$299K Sell
3,024
-60
-2% -$6.03K 0.04% 139
2021
Q1 		$298K Sell
3,084
-2,133
-41% -$195K 0.04% 133
2020
Q4 		$478K Sell
5,217
-19
-0.4% -$1.76K 0.07% 110
2020
Q3 		$464K Buy
5,236
+450
+9% +$37.1K 0.07% 100
2020
Q2 		$382K Sell
4,786
-72
-1% -$6.08K 0.06% 129
2020
Q1 		$393K Buy
4,858
+315
+7% +$28.9K 0.07% 120
2019
Q4 		$414K Sell
4,543
-29
-0.6% -$2.66K 0.07% 114
2019
Q3 		$438K Buy
4,572
+41
+0.9% +$3.73K 0.07% 105
2019
Q2 		$400K Buy
4,531
+3
+0.1% +$265 0.06% 100
2019
Q1 		$408K Buy
+4,528
New +$399K 0.07% 93

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

Nicolet Advisory Services's DUK Position: Q4 2025 in Review

Nicolet Advisory Services reduced its Duke Energy (DUK) stake by 22% in Q4 2025, selling an estimated $112K and leaving 3,256 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #278.

Nicolet Advisory Services first reported a position in DUK in Q1 2019 and has held it in 28 quarters since. The position peaked at $524K in Q3 2025. 2,397 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • Nicolet Advisory Services held 3,256 shares of Duke Energy worth $380K as of Q4 2025.
  • Nicolet Advisory Services sold 914 Duke Energy shares in Q4 2025, an estimated $112K.
  • Duke Energy made up 0.03% of Nicolet Advisory Services's portfolio in Q4 2025, its #278 holding.
  • Nicolet Advisory Services first reported a position in Duke Energy in Q1 2019 and has held it in 28 quarters since.
  • Nicolet Advisory Services's Duke Energy position peaked at $524K in Q3 2025.
  • 2,397 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.