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Vantage Financial Partners (Wisconsin)’s Duke Energy DUK Stock Holding History

Vantage Financial Partners (Wisconsin)’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 		$257K Buy
2,191
+9
+0.4% +$1.1K 0.05% 179
2025
Q3 		$270K Sell
2,182
-81
-4% -$9.83K 0.06% 172
2025
Q2 		$267K Sell
2,263
-7
-0.3% -$826 0.06% 168
2025
Q1 		$277K Sell
2,270
-19
-0.8% -$2.17K 0.07% 147
2024
Q4 		$247K Sell
2,289
-23
-1% -$2.61K 0.06% 149
2024
Q3 		$267K Buy
2,312
+10
+0.4% +$1.11K 0.07% 149
2024
Q2 		$231K Sell
2,302
-261
-10% -$26.1K 0.06% 129
2024
Q1 		$248K Buy
2,563
+15
+0.6% +$1.42K 0.07% 123
2023
Q4 		$247K Sell
2,548
-129
-5% -$11.7K 0.07% 110
2023
Q3 		$236K Buy
2,677
+31
+1% +$2.84K 0.09% 68
2023
Q2 		$237K Sell
2,646
-85
-3% -$8.02K 0.09% 68
2023
Q1 		$263K Sell
2,731
-39
-1% -$3.85K 0.1% 66
2022
Q4 		$285K Buy
2,770
+13
+0.5% +$1.25K 0.17% 45
2022
Q3 		$256K Buy
2,757
+13
+0.5% +$1.4K 0.17% 42
2022
Q2 		$294K Buy
2,744
+13
+0.5% +$1.43K 0.17% 41
2022
Q1 		$305K Buy
2,731
+739
+37% +$76.8K 0.16% 43
2021
Q4 		$209K Buy
+1,992
New +$202K 0.08% 55

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s DUK Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its Duke Energy (DUK) stake by 0.41% in Q4 2025, buying an estimated $1.1K and bringing the position to 2,191 shares worth $257K. The position accounts for 0.05% of the portfolio, ranked #179.

Vantage Financial Partners (Wisconsin) first reported a position in DUK in Q4 2021 and has held it in 17 quarters since. The position peaked at $305K in Q1 2022. 2,407 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 2,191 shares of Duke Energy worth $257K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) bought 9 Duke Energy shares in Q4 2025, an estimated $1.1K.
  • Duke Energy made up 0.05% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #179 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Duke Energy in Q4 2021 and has held it in 17 quarters since.
  • Vantage Financial Partners (Wisconsin)'s Duke Energy position peaked at $305K in Q1 2022.
  • 2,407 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.