PCA Investment Advisory Services’s Duke Energy DUK Stock Holding History

PCA Investment Advisory Services’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	-3,543	Closed	-$382K	–	72
2024 Q4	$382K	Buy	3,543 +51	+1%	+$5.78K	0.18%	79
2024 Q3	$403K	Buy	3,492 +5	+0.1%	+$557	0.19%	78
2024 Q2	$349K	Hold	3,487	–	–	0.18%	76
2024 Q1	$337K	Buy	3,487 +580	+20%	+$55K	0.19%	77
2023 Q4	$282K	Sell	2,907 -278	-9%	-$25.3K	0.19%	79
2023 Q3	$281K	Sell	3,185 -321	-9%	-$29.4K	0.2%	78
2023 Q2	$315K	Buy	3,506 +12	+0.3%	+$1.13K	0.19%	74
2023 Q1	$337K	Buy	+3,494	New	+$345K	0.24%	70

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

PCA Investment Advisory Services's DUK Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of Duke Energy (DUK) in Q1 2025, closing a stake of 3,543 shares — an estimated $382K sold.

PCA Investment Advisory Services first reported a position in DUK in Q1 2023 and held it in 8 quarters. The position peaked at $403K in Q3 2024. 2,264 funds tracked by Wall St. Rank hold DUK as of Q1 2025.

PCA Investment Advisory Services reported no remaining Duke Energy position as of Q1 2025 after selling out during the quarter.
PCA Investment Advisory Services sold 3,543 Duke Energy shares in Q1 2025, an estimated $382K.
PCA Investment Advisory Services first reported a position in Duke Energy in Q1 2023 and held it in 8 quarters.
PCA Investment Advisory Services's Duke Energy position peaked at $403K in Q3 2024.
2,264 funds tracked by Wall St. Rank held Duke Energy as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.