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West Financial Advisors’s Duke Energy DUK Stock Holding History

West Financial Advisors’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
-108
Closed -$12.7K – 202
2025
Q2 		$12.7K Hold
108
– – ﹤0.01% 144
2025
Q1 		$13.2K Hold
108
– – ﹤0.01% 143
2024
Q4 		$11.6K Hold
108
– – ﹤0.01% 146
2024
Q3 		$12.5K Hold
108
– – ﹤0.01% 145
2024
Q2 		$10.8K Hold
108
– – ﹤0.01% 120
2024
Q1 		$10.4K Hold
108
– – ﹤0.01% 119
2023
Q4 		$10.5K Sell
108
-51
-32% -$4.64K ﹤0.01% 122
2023
Q3 		$14K Buy
159
+51
+47% +$4.68K ﹤0.01% 122
2023
Q2 		$9.69K Buy
+108
New +$10.2K ﹤0.01% 130

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

West Financial Advisors's DUK Position: Q3 2025 in Review

West Financial Advisors sold out of Duke Energy (DUK) in Q3 2025, closing a stake of 108 shares — an estimated $12.7K sold.

West Financial Advisors first reported a position in DUK in Q2 2023 and held it in 9 quarters. The position peaked at $14K in Q3 2023. 2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • West Financial Advisors reported no remaining Duke Energy position as of Q3 2025 after selling out during the quarter.
  • West Financial Advisors sold 108 Duke Energy shares in Q3 2025, an estimated $12.7K.
  • West Financial Advisors first reported a position in Duke Energy in Q2 2023 and held it in 9 quarters.
  • West Financial Advisors's Duke Energy position peaked at $14K in Q3 2023.
  • 2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on West Financial Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.