Oak Hill Wealth Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
Other funds holding DUK
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.