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Spectrum Wealth Advisory Group’s Duke Energy DUK Stock Holding History

Spectrum Wealth Advisory Group’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
Q4 		– Sell
-1,624
Closed -$201K – 60
2025
Q3 		$201K Buy
+1,624
New +$197K 0.08% 63

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Spectrum Wealth Advisory Group's DUK Position: Q4 2025 in Review

Spectrum Wealth Advisory Group sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 1,624 shares — an estimated $201K sold.

Spectrum Wealth Advisory Group first reported a position in DUK in Q3 2025 and held it in 1 quarter. The position peaked at $201K in Q3 2025. 2,397 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • Spectrum Wealth Advisory Group reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
  • Spectrum Wealth Advisory Group sold 1,624 Duke Energy shares in Q4 2025, an estimated $201K.
  • Spectrum Wealth Advisory Group first reported a position in Duke Energy in Q3 2025 and held it in 1 quarter.
  • Spectrum Wealth Advisory Group's Duke Energy position peaked at $201K in Q3 2025.
  • 2,397 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Spectrum Wealth Advisory Group's 13F filing for Q4 2025, filed 11 Feb 2026.