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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SFMG Wealth Advisors's DUK Position: Q2 2025 in Review

SFMG Wealth Advisors sold out of Duke Energy (DUK) in Q2 2025, closing a stake of 1,981 shares — an estimated $242K sold.

SFMG Wealth Advisors first reported a position in DUK in Q2 2014 and held it in 11 quarters. The position peaked at $322K in Q1 2022. 2,279 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

  • SFMG Wealth Advisors reported no remaining Duke Energy position as of Q2 2025 after selling out during the quarter.
  • SFMG Wealth Advisors sold 1,981 Duke Energy shares in Q2 2025, an estimated $242K.
  • SFMG Wealth Advisors first reported a position in Duke Energy in Q2 2014 and held it in 11 quarters.
  • SFMG Wealth Advisors's Duke Energy position peaked at $322K in Q1 2022.
  • 2,279 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on SFMG Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.