PWM
DUK icon

PBMares Wealth Management’s Duke Energy DUK Stock Holding History

PBMares 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
Q3 		$652K Buy
5,270
+51
+1% +$6.19K 0.11% 98
2025
Q2 		$616K Hold
5,219
– – 0.11% 97
2025
Q1 		$637K Buy
5,219
+333
+7% +$38K 0.13% 91
2024
Q4 		$526K Hold
4,886
– – 0.11% 109
2024
Q3 		$563K Buy
4,886
+86
+2% +$9.57K 0.12% 102
2024
Q2 		$481K Hold
4,800
– – 0.12% 104
2024
Q1 		$464K Sell
4,800
-446
-9% -$42.3K 0.12% 112
2023
Q4 		$509K Sell
5,246
-77
-1% -$7K 0.15% 98
2023
Q3 		$470K Hold
5,323
– – 0.17% 98
2023
Q2 		$478K Hold
5,323
– – 0.17% 102
2023
Q1 		$514K Buy
5,323
+1,023
+24% +$101K 0.19% 95
2022
Q4 		$443K Buy
4,300
+731
+20% +$70.2K 0.18% 98
2022
Q3 		$332K Sell
3,569
-406
-10% -$43.6K 0.14% 119
2022
Q2 		$426K Buy
3,975
+488
+14% +$53.7K 0.18% 101
2022
Q1 		$389K Sell
3,487
-130
-4% -$13.5K 0.24% 101
2021
Q4 		$379K Buy
3,617
+280
+8% +$28.4K 0.16% 110
2021
Q3 		$326K Buy
3,337
+822
+33% +$85.1K 0.16% 113
2021
Q2 		$248K Sell
2,515
-53
-2% -$5.32K 0.14% 131
2021
Q1 		$248K Buy
2,568
+372
+17% +$34K 0.2% 122
2020
Q4 		$201K Buy
+2,196
New +$203K 0.23% 121
2020
Q3 		– Sell
-2,631
Closed -$210K – 111
2020
Q2 		$210K Sell
2,631
-335
-11% -$28.3K 0.32% 100
2020
Q1 		$240K Buy
2,966
+200
+7% +$18.4K 0.38% 84
2019
Q4 		$252K Buy
+2,766
New +$254K 0.3% 101

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

PBMares Wealth Management's DUK Position: Q3 2025 in Review

PBMares Wealth Management increased its Duke Energy (DUK) stake by 0.98% in Q3 2025, buying an estimated $6.19K and bringing the position to 5,270 shares worth $652K. The position accounts for 0.11% of the portfolio, ranked #98.

PBMares Wealth Management first reported a position in DUK in Q4 2019 and has held it in 23 quarters since. 2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • PBMares Wealth Management held 5,270 shares of Duke Energy worth $652K as of Q3 2025.
  • PBMares Wealth Management bought 51 Duke Energy shares in Q3 2025, an estimated $6.19K.
  • Duke Energy made up 0.11% of PBMares Wealth Management's portfolio in Q3 2025, its #98 holding.
  • PBMares Wealth Management first reported a position in Duke Energy in Q4 2019 and has held it in 23 quarters since.
  • 2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

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