Oak Hill Wealth Advisors’s Duke Energy DUK Stock Holding History

Oak Hill 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 Q3	$884K	Sell	7,147 -456	-6%	-$55.3K	0.17%	72
2025 Q2	$884K	Buy	7,603 +1,911	+34%	+$225K	0.18%	65
2025 Q1	$694K	Buy	5,692 +919	+19%	+$105K	0.16%	61
2024 Q4	$514K	Buy	+4,773	New	+$541K	0.12%	86
2024 Q3	–	Sell	-2,839	Closed	-$316K	–	152
2024 Q2	$285K	Buy	+2,839	New	+$284K	0.09%	89
2024 Q1	–	Sell	-3,478	Closed	-$330K	–	139
2023 Q4	$337K	Buy	3,478 +211	+6%	+$19.2K	0.12%	79
2023 Q3	$288K	Buy	3,267 +76	+2%	+$6.97K	0.11%	82
2023 Q2	$287K	Sell	3,191 -410	-11%	-$38.7K	0.11%	86
2023 Q1	$347K	Sell	3,601 -450	-11%	-$44.5K	0.14%	78
2022 Q4	$417K	Buy	+4,051	New	+$389K	0.17%	70

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Oak Hill Wealth Advisors's DUK Position: Q3 2025 in Review

Oak Hill Wealth Advisors reduced its Duke Energy (DUK) stake by 6% in Q3 2025, selling an estimated $55.3K and leaving 7,147 shares worth $884K. The position accounts for 0.17% of the portfolio, ranked #72.

Oak Hill Wealth Advisors first reported a position in DUK in Q4 2022 and has held it in 10 quarters since. 2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

Oak Hill Wealth Advisors held 7,147 shares of Duke Energy worth $884K as of Q3 2025.
Oak Hill Wealth Advisors sold 456 Duke Energy shares in Q3 2025, an estimated $55.3K.
Duke Energy made up 0.17% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #72 holding.
Oak Hill Wealth Advisors first reported a position in Duke Energy in Q4 2022 and has held it in 10 quarters since.
2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.