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Obermeyer Wealth Partners’s Duke Energy DUK Stock Holding History

Obermeyer Wealth Partners’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
-1,824
Closed -$215K – 298
2025
Q2 		$215K Hold
1,824
– – 0.01% 264
2025
Q1 		$222K Buy
+1,824
New +$208K 0.01% 241
2013
Q3 		– Sell
-68
Closed -$5K – 124
2013
Q2 		$5K Buy
+68
New +$4.81K ﹤0.01% 310

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Obermeyer Wealth Partners's DUK Position: Q3 2025 in Review

Obermeyer Wealth Partners sold out of Duke Energy (DUK) in Q3 2025, closing a stake of 1,824 shares — an estimated $215K sold.

Obermeyer Wealth Partners first reported a position in DUK in Q2 2013 and held it in 3 quarters. The position peaked at $222K in Q1 2025. 2,338 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • Obermeyer Wealth Partners reported no remaining Duke Energy position as of Q3 2025 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 1,824 Duke Energy shares in Q3 2025, an estimated $215K.
  • Obermeyer Wealth Partners first reported a position in Duke Energy in Q2 2013 and held it in 3 quarters.
  • Obermeyer Wealth Partners's Duke Energy position peaked at $222K in Q1 2025.
  • 2,338 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2025, filed 27 Oct 2025.