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WealthTrak Capital Management’s Duke Energy DUK Stock Holding History

WealthTrak Capital 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
Q3 		– Sell
-55
Closed -$6.49K – 316
2025
Q2 		$6.49K Sell
55
-231
-81% -$27.3K 0.01% 248
2025
Q1 		$34.9K Buy
286
+10
+4% +$1.14K 0.03% 117
2024
Q4 		$29.7K Buy
+276
New +$31.3K 0.03% 118

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

WealthTrak Capital Management's DUK Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Duke Energy (DUK) in Q3 2025, closing a stake of 55 shares — an estimated $6.49K sold.

WealthTrak Capital Management first reported a position in DUK in Q4 2024 and held it in 3 quarters. The position peaked at $34.9K in Q1 2025. 2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Duke Energy position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 55 Duke Energy shares in Q3 2025, an estimated $6.49K.
  • WealthTrak Capital Management first reported a position in Duke Energy in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Duke Energy position peaked at $34.9K in Q1 2025.
  • 2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.