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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SC&H Financial Advisors's DUK Position: Q2 2025 in Review

SC&H Financial Advisors sold out of Duke Energy (DUK) in Q2 2025, closing a stake of 1,650 shares — an estimated $201K sold.

SC&H Financial Advisors first reported a position in DUK in Q4 2021 and held it in 8 quarters. The position peaked at $338K in Q1 2022. 2,279 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

SC&H Financial Advisors reported no remaining Duke Energy position as of Q2 2025 after selling out during the quarter.
SC&H Financial Advisors sold 1,650 Duke Energy shares in Q2 2025, an estimated $201K.
SC&H Financial Advisors first reported a position in Duke Energy in Q4 2021 and held it in 8 quarters.
SC&H Financial Advisors's Duke Energy position peaked at $338K in Q1 2022.
2,279 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on SC&H Financial Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.