Pursuit Wealth Management’s Duke Energy DUK Stock Holding History

Pursuit 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 Q4	$630K	Buy	+5,379	New	+$657K	0.54%	66

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 $315B AUM 27.84% 1-Year Est. Return

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

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

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

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

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

Pursuit Wealth Management's DUK Position: Q4 2025 in Review

Pursuit Wealth Management opened a new position in Duke Energy (DUK) in Q4 2025: 5,379 shares worth $630K. The stake represents 0.54% of the portfolio and ranks #66 among its holdings.

2,399 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

Pursuit Wealth Management held 5,379 shares of Duke Energy worth $630K as of Q4 2025.
Duke Energy was a new Pursuit Wealth Management position in Q4 2025.
Duke Energy made up 0.54% of Pursuit Wealth Management's portfolio in Q4 2025, its #66 holding.
2,399 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Pursuit Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.