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Schechter Investment Advisors’s Duke Energy DUK Stock Holding History

Schechter Investment 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
Q1 		$1.32M Sell
10,848
-218
-2% -$24.8K 0.11% 181
2024
Q4 		$1.19M Sell
11,066
-165
-1% -$18.7K 0.09% 209
2024
Q3 		$1.29M Sell
11,231
-50
-0.4% -$5.57K 0.1% 199
2024
Q2 		$1.13M Buy
11,281
+37
+0.3% +$3.7K 0.09% 212
2024
Q1 		$1.09M Buy
11,244
+141
+1% +$13.4K 0.08% 226
2023
Q4 		$1.08M Buy
11,103
+173
+2% +$15.7K 0.09% 217
2023
Q3 		$965K Buy
10,930
+2,026
+23% +$186K 0.09% 228
2023
Q2 		$799K Sell
8,904
-1,151
-11% -$109K 0.07% 286
2023
Q1 		$970K Sell
10,055
-1,316
-12% -$130K 0.09% 261
2022
Q4 		$1.17M Buy
11,371
+842
+8% +$80.8K 0.11% 241
2022
Q3 		$979K Buy
10,529
+248
+2% +$26.6K 0.1% 282
2022
Q2 		$1.1M Sell
10,281
-1,210
-11% -$133K 0.11% 255
2022
Q1 		$1.28M Buy
11,491
+954
+9% +$99.1K 0.12% 217
2021
Q4 		$1.11M Buy
+10,537
New +$1.07M 0.1% 269

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Schechter Investment Advisors's DUK Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Duke Energy (DUK) stake by 2% in Q1 2025, selling an estimated $24.8K and leaving 10,848 shares worth $1.32M. The position accounts for 0.11% of the portfolio, ranked #181.

Schechter Investment Advisors first reported a position in DUK in Q4 2021 and has held it in 14 quarters since. 2,264 funds tracked by Wall St. Rank hold DUK as of Q1 2025.

  • Schechter Investment Advisors held 10,848 shares of Duke Energy worth $1.32M as of Q1 2025.
  • Schechter Investment Advisors sold 218 Duke Energy shares in Q1 2025, an estimated $24.8K.
  • Duke Energy made up 0.11% of Schechter Investment Advisors's portfolio in Q1 2025, its #181 holding.
  • Schechter Investment Advisors first reported a position in Duke Energy in Q4 2021 and has held it in 14 quarters since.
  • 2,264 funds tracked by Wall St. Rank held Duke Energy as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.