PWM
DUK icon

Parkworth Wealth Management’s Duke Energy DUK Stock Holding History

Parkworth Wealth Management’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
Q2 		$7.27K Buy
62
+1
+2% +$118 0.01% 155
2025
Q1 		$7.45K Sell
61
-200
-77% -$22.8K 0.01% 141
2024
Q4 		$28.1K Buy
+261
New +$29.6K 0.02% 108

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Parkworth Wealth Management's DUK Position: Q2 2025 in Review

Parkworth Wealth Management increased its Duke Energy (DUK) stake by 1.6% in Q2 2025, buying an estimated $118 and bringing the position to 62 shares worth $7.27K. The position accounts for 0.01% of the portfolio, ranked #155.

Parkworth Wealth Management first reported a position in DUK in Q4 2024 and has held it in 3 quarters since. The position peaked at $28.1K in Q4 2024. 2,276 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

  • Parkworth Wealth Management held 62 shares of Duke Energy worth $7.27K as of Q2 2025.
  • Parkworth Wealth Management bought 1 Duke Energy share in Q2 2025, an estimated $118.
  • Duke Energy made up 0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #155 holding.
  • Parkworth Wealth Management first reported a position in Duke Energy in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Duke Energy position peaked at $28.1K in Q4 2024.
  • 2,276 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.