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WFA Asset Management’s Duke Energy DUK Stock Holding History

WFA Asset 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 		$40K Buy
347
+2
+0.6% +$243 0.02% 114
2025
Q2 		$34.6K Buy
345
+2
+0.6% +$236 0.02% 115
2025
Q1 		$33.2K Sell
343
-5
-1% -$570 0.02% 127
2024
Q4 		$37.5K Buy
348
+1
+0.3% +$113 0.02% 129
2024
Q3 		$40K Buy
347
+2
+0.6% +$223 0.02% 115
2024
Q2 		$34.6K Buy
345
+2
+0.6% +$200 0.02% 116
2024
Q1 		$33.2K Buy
343
+2
+0.6% +$190 0.02% 128
2023
Q4 		$33.1K Sell
341
-776
-69% -$70.6K 0.02% 117
2023
Q3 		$98.6K Buy
1,117
+8
+0.7% +$733 0.06% 69
2023
Q2 		$99.5K Buy
1,109
+9
+0.8% +$849 0.06% 72
2023
Q1 		$106K Buy
1,100
+8
+0.7% +$790 0.07% 70
2022
Q4 		$113K Buy
1,092
+191
+21% +$18.3K 0.07% 68
2022
Q3 		$83.8K Buy
901
+162
+22% +$17.4K 0.06% 71
2022
Q2 		$79.2K Hold
739
– – 0.06% 76
2022
Q1 		$82.5K Hold
739
– – 0.05% 76
2021
Q4 		$77.5K Buy
+739
New +$74.9K 0.05% 75

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

WFA Asset Management's DUK Position: Q3 2025 in Review

WFA Asset Management increased its Duke Energy (DUK) stake by 0.58% in Q3 2025, buying an estimated $243 and bringing the position to 347 shares worth $40K. The position accounts for 0.02% of the portfolio, ranked #114.

WFA Asset Management first reported a position in DUK in Q4 2021 and has held it in 16 quarters since. The position peaked at $113K in Q4 2022. 2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • WFA Asset Management held 347 shares of Duke Energy worth $40K as of Q3 2025.
  • WFA Asset Management bought 2 Duke Energy shares in Q3 2025, an estimated $243.
  • Duke Energy made up 0.02% of WFA Asset Management's portfolio in Q3 2025, its #114 holding.
  • WFA Asset Management first reported a position in Duke Energy in Q4 2021 and has held it in 16 quarters since.
  • WFA Asset Management's Duke Energy position peaked at $113K in Q4 2022.
  • 2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.