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Tyler-Stone Wealth Management’s Duke Energy DUK Stock Holding History

Tyler-Stone Wealth Management’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 		$279K Sell
2,360
-95
-4% -$11.2K 0.04% 279
2025
Q1 		$299K Sell
2,455
-135
-5% -$15.4K 0.05% 256
2024
Q4 		$279K Buy
2,590
+2
+0.1% +$227 0.05% 264
2024
Q3 		$298K Buy
2,588
+1,175
+83% +$131K 0.06% 249
2024
Q2 		$142K Buy
1,413
+3
+0.2% +$300 0.06% 237
2024
Q1 		$136K Buy
1,410
+177
+14% +$16.8K 0.06% 239
2023
Q4 		$120K Buy
1,233
+3
+0.2% +$273 0.06% 242
2023
Q3 		$109K Hold
1,230
– – 0.06% 238
2023
Q2 		$110K Buy
+1,230
New +$116K 0.06% 241
2022
Q4 		$127K Hold
1,230
– – 0.09% 203
2022
Q3 		$114K Sell
1,230
-1,155
-48% -$124K 0.09% 200
2022
Q2 		$256K Hold
2,385
– – 0.17% 121
2022
Q1 		$266K Sell
2,385
-400
-14% -$41.5K 0.15% 140
2021
Q4 		$292K Buy
+2,785
New +$282K 0.15% 136

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

Tyler-Stone Wealth Management's DUK Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its Duke Energy (DUK) stake by 3.9% in Q2 2025, selling an estimated $11.2K and leaving 2,360 shares worth $279K. The position accounts for 0.04% of the portfolio, ranked #279.

Tyler-Stone Wealth Management first reported a position in DUK in Q4 2021 and has held it in 14 quarters since. The position peaked at $299K in Q1 2025. 2,276 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

  • Tyler-Stone Wealth Management held 2,360 shares of Duke Energy worth $279K as of Q2 2025.
  • Tyler-Stone Wealth Management sold 95 Duke Energy shares in Q2 2025, an estimated $11.2K.
  • Duke Energy made up 0.04% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #279 holding.
  • Tyler-Stone Wealth Management first reported a position in Duke Energy in Q4 2021 and has held it in 14 quarters since.
  • Tyler-Stone Wealth Management's Duke Energy position peaked at $299K in Q1 2025.
  • 2,276 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.