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U.S. Wealth Group’s Duke Energy DUK Stock Holding History

U.S. Wealth 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 		$2.5M Sell
21,321
-169
-0.8% -$20.6K 1.65% 25
2025
Q3 		$2.66M Buy
21,490
+730
+4% +$88.6K 1.74% 24
2025
Q2 		$2.45M Buy
20,760
+601
+3% +$70.9K 1.91% 23
2025
Q1 		$2.46M Sell
20,159
-634
-3% -$72.3K 1.95% 17
2024
Q4 		$2.24M Buy
+20,793
New +$2.36M 1.69% 24

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

U.S. Wealth Group's DUK Position: Q4 2025 in Review

U.S. Wealth Group reduced its Duke Energy (DUK) stake by 0.79% in Q4 2025, selling an estimated $20.6K and leaving 21,321 shares worth $2.5M. The position accounts for 1.65% of the portfolio, ranked #25.

U.S. Wealth Group first reported a position in DUK in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.66M in Q3 2025. 2,397 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • U.S. Wealth Group held 21,321 shares of Duke Energy worth $2.5M as of Q4 2025.
  • U.S. Wealth Group sold 169 Duke Energy shares in Q4 2025, an estimated $20.6K.
  • Duke Energy made up 1.65% of U.S. Wealth Group's portfolio in Q4 2025, its #25 holding.
  • U.S. Wealth Group first reported a position in Duke Energy in Q4 2024 and has held it in 5 quarters since.
  • U.S. Wealth Group's Duke Energy position peaked at $2.66M in Q3 2025.
  • 2,397 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on U.S. Wealth Group's 13F filing for Q4 2025, filed 17 Mar 2026.