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PFG Private Wealth Management’s Duke Energy DUK Stock Holding History

PFG Private 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 		– Sell
-486
Closed -$59.3K – 111
2025
Q1 		$59.3K Buy
486
+20
+4% +$2.28K 0.03% 91
2024
Q4 		$50.2K Hold
466
– – 0.03% 90
2024
Q3 		$53.7K Hold
466
– – 0.03% 91
2024
Q2 		$46.7K Buy
466
+26
+6% +$2.6K 0.03% 97
2024
Q1 		$42.6K Sell
440
-1,383
-76% -$131K 0.03% 94
2023
Q4 		$177K Buy
1,823
+999
+121% +$90.9K 0.12% 49
2023
Q3 		$72.7K Sell
824
-727
-47% -$66.7K 0.05% 80
2023
Q2 		$139K Buy
1,551
+205
+15% +$19.3K 0.08% 75
2023
Q1 		$130K Buy
1,346
+205
+18% +$20.3K 0.08% 73
2022
Q4 		$118K Hold
1,141
– – 0.07% 75
2022
Q3 		$106K Sell
1,141
-234
-17% -$25.1K 0.07% 74
2022
Q2 		$147K Sell
1,375
-26
-2% -$2.86K 0.08% 73
2022
Q1 		$156K Buy
1,401
+1,034
+282% +$107K 0.08% 69
2021
Q4 		$38K Hold
367
– – 0.02% 163
2021
Q3 		$36K Buy
+367
New +$38K 0.02% 155

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

PFG Private Wealth Management's DUK Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Duke Energy (DUK) in Q2 2025, closing a stake of 486 shares — an estimated $59.3K sold.

PFG Private Wealth Management first reported a position in DUK in Q3 2021 and held it in 15 quarters. The position peaked at $177K in Q4 2023. 2,276 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

  • PFG Private Wealth Management reported no remaining Duke Energy position as of Q2 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 486 Duke Energy shares in Q2 2025, an estimated $59.3K.
  • PFG Private Wealth Management first reported a position in Duke Energy in Q3 2021 and held it in 15 quarters.
  • PFG Private Wealth Management's Duke Energy position peaked at $177K in Q4 2023.
  • 2,276 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.