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Schulz Wealth’s Duke Energy DUK Stock Holding History

Schulz Wealth’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 		$294K Hold
2,505
– – 0.19% 53
2025
Q3 		$310K Hold
2,505
– – 0.2% 52
2025
Q2 		$296K Hold
2,505
– – 0.22% 54
2025
Q1 		$306K Hold
2,505
– – 0.23% 49
2024
Q4 		$270K Hold
2,505
– – 0.21% 51
2024
Q3 		$289K Hold
2,505
– – 0.22% 48
2024
Q2 		$251K Hold
2,505
– – 0.21% 49
2024
Q1 		$242K Hold
2,505
– – 0.21% 49
2023
Q4 		$243K Buy
+2,505
New +$228K 0.23% 44

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Schulz Wealth's DUK Position: Q4 2025 in Review

Schulz Wealth held its Duke Energy (DUK) position steady in Q4 2025 at 2,505 shares worth $294K. The position accounts for 0.19% of the portfolio, ranked #53.

Schulz Wealth first reported a position in DUK in Q4 2023 and has held it in 9 quarters since. The position peaked at $310K in Q3 2025. 2,397 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • Schulz Wealth held 2,505 shares of Duke Energy worth $294K as of Q4 2025.
  • Schulz Wealth left its Duke Energy share count unchanged in Q4 2025.
  • Duke Energy made up 0.19% of Schulz Wealth's portfolio in Q4 2025, its #53 holding.
  • Schulz Wealth first reported a position in Duke Energy in Q4 2023 and has held it in 9 quarters since.
  • Schulz Wealth's Duke Energy position peaked at $310K in Q3 2025.
  • 2,397 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.