Siligmueller & Norvid Wealth Advisors’s Duke Energy DUK Stock Holding History

Siligmueller & Norvid 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 Q3	$236K	Buy	+1,911	New	+$232K	0.11%	142

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Siligmueller & Norvid Wealth Advisors's DUK Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in Duke Energy (DUK) in Q3 2025: 1,911 shares worth $236K. The stake represents 0.11% of the portfolio and ranks #142 among its holdings.

2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

Siligmueller & Norvid Wealth Advisors held 1,911 shares of Duke Energy worth $236K as of Q3 2025.
Duke Energy was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
Duke Energy made up 0.11% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #142 holding.
2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.