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Semmax Financial Advisors’s Duke Energy DUK Stock Holding History

Semmax 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 		$5.45M Buy
43,456
+1,113
+3% +$131K 1.4% 23
2025
Q1 		$5.1M Buy
42,343
+659
+2% +$75.1K 1.38% 19
2024
Q4 		$4.75M Buy
41,684
+873
+2% +$98.9K 1.27% 27
2024
Q3 		$4.57M Sell
40,811
-609
-1% -$67.8K 1.25% 27
2024
Q2 		$4.71M Sell
41,420
-912
-2% -$91.2K 1.42% 20
2024
Q1 		$4.36M Sell
42,332
-1,705
-4% -$162K 1.43% 21
2023
Q4 		$4.03M Sell
44,037
-3,117
-7% -$284K 1.47% 20
2023
Q3 		$4.1M Buy
+47,154
New +$4.32M 1.64% 20
2022
Q4 		$5.32M Sell
51,044
-881
-2% -$84.6K 2.12% 17
2022
Q3 		$4.79M Buy
51,925
+6,937
+15% +$745K 2.03% 22
2022
Q2 		$4.95M Buy
44,988
+3,030
+7% +$333K 2.02% 16
2022
Q1 		$4.68M Buy
41,958
+2,722
+7% +$283K 1.85% 15
2021
Q4 		$4.12M Sell
39,236
-4,431
-10% -$449K 1.52% 22
2021
Q3 		$4.26M Sell
43,667
-3,145
-7% -$326K 1.47% 17
2021
Q2 		$4.62M Sell
46,812
-353
-0.7% -$35.5K 1.48% 19
2021
Q1 		$4.55M Buy
47,165
+3,658
+8% +$334K 1.62% 16
2020
Q4 		$3.98M Buy
43,507
+98
+0.2% +$9.06K 1.65% 16
2020
Q3 		$3.84M Sell
43,409
-479
-1% -$39.5K 1.83% 16
2020
Q2 		$3.51M Buy
43,888
+3,308
+8% +$280K 1.84% 15
2020
Q1 		$3.28M Buy
40,580
+203
+0.5% +$18.6K 2.08% 12
2019
Q4 		$3.68M Buy
40,377
+3,498
+9% +$321K 2.03% 12
2019
Q3 		$3.54M Buy
36,879
+3,998
+12% +$364K 2.12% 11
2019
Q2 		$2.9M Buy
32,881
+7,317
+29% +$647K 1.87% 13
2019
Q1 		$2.3M Buy
25,564
+3,237
+14% +$285K 1.59% 11
2018
Q4 		$1.93M Buy
+22,327
New +$1.9M 1.5% 16

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

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

Semmax Financial Advisors increased its Duke Energy (DUK) stake by 2.6% in Q2 2025, buying an estimated $131K and bringing the position to 43,456 shares worth $5.45M. The position accounts for 1.4% of the portfolio, ranked #23.

Semmax Financial Advisors first reported a position in DUK in Q4 2018 and has held it in 25 quarters since. 2,276 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

  • Semmax Financial Advisors held 43,456 shares of Duke Energy worth $5.45M as of Q2 2025.
  • Semmax Financial Advisors bought 1,113 Duke Energy shares in Q2 2025, an estimated $131K.
  • Duke Energy made up 1.4% of Semmax Financial Advisors's portfolio in Q2 2025, its #23 holding.
  • Semmax Financial Advisors first reported a position in Duke Energy in Q4 2018 and has held it in 25 quarters since.
  • 2,276 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

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