SHFA
DUK icon

SC&H Financial Advisors’s Duke Energy DUK Stock Holding History

SC&H 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
-1,650
Closed -$201K – 157
2025
Q1 		$201K Buy
+1,650
New +$188K 0.04% 148
2023
Q3 		– Sell
-2,309
Closed -$207K – 132
2023
Q2 		$207K Sell
2,309
-20
-0.9% -$1.89K 0.07% 130
2023
Q1 		$225K Buy
2,329
+56
+2% +$5.53K 0.08% 122
2022
Q4 		$234K Sell
2,273
-190
-8% -$18.2K 0.1% 116
2022
Q3 		$229K Hold
2,463
– – 0.11% 117
2022
Q2 		$264K Sell
2,463
-562
-19% -$61.8K 0.12% 122
2022
Q1 		$338K Hold
3,025
– – 0.16% 115
2021
Q4 		$317K Buy
+3,025
New +$307K 0.18% 117

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