RTD Financial Advisors’s Duke Energy DUK Stock Holding History

RTD Financial 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 Q2	–	Sell	-2,102	Closed	-$256K	–	110
2025 Q1	$256K	Buy	+2,102	New	+$240K	0.03%	107

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

RTD Financial Advisors's DUK Position: Q2 2025 in Review

RTD Financial Advisors sold out of Duke Energy (DUK) in Q2 2025, closing a stake of 2,102 shares — an estimated $256K sold.

RTD Financial Advisors first reported a position in DUK in Q1 2025 and held it in 1 quarter. The position peaked at $256K in Q1 2025. 2,277 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

RTD Financial Advisors reported no remaining Duke Energy position as of Q2 2025 after selling out during the quarter.
RTD Financial Advisors sold 2,102 Duke Energy shares in Q2 2025, an estimated $256K.
RTD Financial Advisors first reported a position in Duke Energy in Q1 2025 and held it in 1 quarter.
RTD Financial Advisors's Duke Energy position peaked at $256K in Q1 2025.
2,277 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on RTD Financial Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.