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Stonebridge Financial Group (Pennsylvania)’s Duke Energy DUK Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-599
Closed -$73.1K – 416
2025
Q1 		$73.1K Sell
599
-41
-6% -$4.67K 0.01% 336
2024
Q4 		$69K Buy
+640
New +$72.5K 0.01% 340

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
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
Morgan Stanley New York $1.66T AUM 25.57% 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

Stonebridge Financial Group (Pennsylvania)'s DUK Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Duke Energy (DUK) in Q2 2025, closing a stake of 599 shares — an estimated $73.1K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in DUK in Q4 2024 and held it in 2 quarters. The position peaked at $73.1K in Q1 2025. 2,276 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Duke Energy position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 599 Duke Energy shares in Q2 2025, an estimated $73.1K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Duke Energy in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Duke Energy position peaked at $73.1K in Q1 2025.
  • 2,276 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.