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Pacific Capital Wealth Advisors’s Duke Energy DUK Stock Holding History

Pacific Capital 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
Q1 		– Sell
-317
Closed -$34.2K – 165
2024
Q4 		$34.2K Hold
317
– – 0.01% 181
2024
Q3 		$36.5K Sell
317
-91
-22% -$10.1K 0.01% 187
2024
Q2 		$40.9K Buy
408
+44
+12% +$4.4K 0.01% 171
2024
Q1 		$35.2K Buy
364
+47
+15% +$4.46K 0.01% 161
2023
Q4 		$30.8K Buy
+317
New +$28.8K 0.01% 169
2020
Q4 		– Sell
-317
Closed -$28K – 99
2020
Q3 		$28K Buy
+317
New +$26.1K 0.02% 128

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pacific Capital Wealth Advisors's DUK Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Duke Energy (DUK) in Q1 2025, closing a stake of 317 shares — an estimated $34.2K sold.

Pacific Capital Wealth Advisors first reported a position in DUK in Q3 2020 and held it in 6 quarters. The position peaked at $40.9K in Q2 2024. 2,264 funds tracked by Wall St. Rank hold DUK as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Duke Energy position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 317 Duke Energy shares in Q1 2025, an estimated $34.2K.
  • Pacific Capital Wealth Advisors first reported a position in Duke Energy in Q3 2020 and held it in 6 quarters.
  • Pacific Capital Wealth Advisors's Duke Energy position peaked at $40.9K in Q2 2024.
  • 2,264 funds tracked by Wall St. Rank held Duke Energy as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.