SQA
DUK icon

Simon Quick Advisors’s Duke Energy DUK Stock Holding History

Simon Quick 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
-5,234
Closed -$638K – 437
2025
Q1 		$638K Buy
5,234
+1,589
+44% +$181K 0.04% 246
2024
Q4 		$393K Buy
3,645
+597
+20% +$67.6K 0.02% 297
2024
Q3 		$351K Buy
3,048
+312
+11% +$34.7K 0.02% 285
2024
Q2 		$274K Buy
+2,736
New +$274K 0.02% 300
2023
Q4 		– Sell
-2,516
Closed -$222K – 350
2023
Q3 		$222K Buy
+2,516
New +$231K 0.02% 287
2022
Q2 		– Sell
-309
Closed -$35K – 240
2022
Q1 		$35K Sell
309
-419
-58% -$43.5K 0.01% 238
2021
Q4 		$76K Buy
728
+75
+11% +$7.6K 0.02% 187
2021
Q3 		$63K Sell
653
-530
-45% -$54.9K 0.02% 224
2021
Q2 		$116K Sell
1,183
-196
-14% -$19.7K 0.03% 141
2021
Q1 		$133K Buy
1,379
+1,110
+413% +$101K 0.04% 126
2020
Q4 		$25K Buy
269
+166
+161% +$15.4K 0.01% 315
2020
Q3 		$9K Buy
+103
New +$8.49K ﹤0.01% 336
2020
Q1 		– Sell
-814
Closed -$74K – 536
2019
Q4 		$74K Buy
814
+191
+31% +$17.5K 0.03% 180
2019
Q3 		$60K Hold
623
– – 0.03% 159
2019
Q2 		$54.9K Buy
623
+7
+1% +$619 0.03% 119
2019
Q1 		$55K Sell
616
-168
-21% -$14.8K 0.02% 186
2018
Q4 		$68K Buy
784
+740
+1,682% +$63K 0.02% 148
2018
Q3 		$4K Hold
44
– – ﹤0.01% 267
2018
Q2 		$3K Hold
44
– – ﹤0.01% 308
2018
Q1 		$3K Hold
44
– – ﹤0.01% 275
2017
Q4 		$3K Buy
+44
New +$3.84K ﹤0.01% 384
2017
Q2 		– Sell
-166
Closed -$14K – 311
2017
Q1 		$14K Hold
166
– – 0.01% 235
2016
Q4 		$13K Buy
+166
New +$12.7K 0.01% 195

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

Simon Quick Advisors's DUK Position: Q2 2025 in Review

Simon Quick Advisors sold out of Duke Energy (DUK) in Q2 2025, closing a stake of 5,234 shares — an estimated $638K sold.

Simon Quick Advisors first reported a position in DUK in Q4 2016 and held it in 23 quarters. The position peaked at $638K in Q1 2025. 2,279 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

  • Simon Quick Advisors reported no remaining Duke Energy position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 5,234 Duke Energy shares in Q2 2025, an estimated $638K.
  • Simon Quick Advisors first reported a position in Duke Energy in Q4 2016 and held it in 23 quarters.
  • Simon Quick Advisors's Duke Energy position peaked at $638K in Q1 2025.
  • 2,279 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.