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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
2022
Q1 		– Sell
-4
Closed -$2K – 862
2021
Q4 		$2K Buy
+4
New +$406 ﹤0.01% 789

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. 2,277 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.
  • 2,277 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.