SFMG Wealth Advisors’s Duke Energy DUK Stock Holding History

SFMG Wealth 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	-1,981	Closed	-$242K	–	287
2025 Q1	$242K	Buy	1,981 +16	+0.8%	+$1.82K	0.02%	233
2024 Q4	$212K	Sell	1,965 -25	-1%	-$2.83K	0.02%	245
2024 Q3	$229K	Buy	+1,990	New	+$221K	0.02%	226
2024 Q1	–	Sell	-2,069	Closed	-$201K	–	287
2023 Q4	$201K	Buy	+2,069	New	+$188K	0.02%	242
2023 Q2	–	Sell	-2,327	Closed	-$224K	–	261
2023 Q1	$224K	Sell	2,327 -526	-18%	-$52K	0.02%	216
2022 Q4	$294K	Hold	2,853	–	–	0.03%	184
2022 Q3	$245K	Hold	2,853	–	–	0.03%	193
2022 Q2	$306K	Sell	2,853 -27	-0.9%	-$2.97K	0.04%	177
2022 Q1	$322K	Buy	2,880 +148	+5%	+$15.4K	0.03%	191
2021 Q4	$287K	Buy	+2,732	New	+$277K	0.03%	205
2014 Q3	–	Sell	-2,932	Closed	-$218K	–	91
2014 Q2	$218K	Buy	+2,932	New	+$211K	0.08%	74

Other funds holding DUK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return