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Prossimo Advisors’s Duke Energy DUK Stock Holding History

Prossimo 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
Q3 		– Sell
-6,871
Closed -$811K – 56
2025
Q2 		$811K Sell
6,871
-174
-2% -$20.5K 0.65% 39
2025
Q1 		$859K Sell
7,045
-157
-2% -$17.9K 0.65% 46
2024
Q4 		$776K Buy
7,202
+4
+0.1% +$453 0.56% 52
2024
Q3 		$830K Buy
7,198
+25
+0.3% +$2.78K 0.61% 47
2024
Q2 		$719K Buy
7,173
+90
+1% +$9K 0.65% 46
2024
Q1 		$685K Sell
7,083
-720
-9% -$68.3K 1.33% 17
2023
Q4 		$757K Sell
7,803
-30
-0.4% -$2.73K 1.6% 16
2023
Q3 		$691K Buy
7,833
+60
+0.8% +$5.5K 1.63% 16
2023
Q2 		$698K Hold
7,773
– – 0.67% 42
2023
Q1 		$750K Sell
7,773
-10
-0.1% -$988 1.83% 13
2022
Q4 		$802K Buy
+7,783
New +$747K 1.85% 13

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

Prossimo Advisors's DUK Position: Q3 2025 in Review

Prossimo Advisors sold out of Duke Energy (DUK) in Q3 2025, closing a stake of 6,871 shares — an estimated $811K sold.

Prossimo Advisors first reported a position in DUK in Q4 2022 and held it in 11 quarters. The position peaked at $859K in Q1 2025. 2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • Prossimo Advisors reported no remaining Duke Energy position as of Q3 2025 after selling out during the quarter.
  • Prossimo Advisors sold 6,871 Duke Energy shares in Q3 2025, an estimated $811K.
  • Prossimo Advisors first reported a position in Duke Energy in Q4 2022 and held it in 11 quarters.
  • Prossimo Advisors's Duke Energy position peaked at $859K in Q1 2025.
  • 2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on Prossimo Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.