White Knight Strategic Wealth Advisors’s Duke Energy DUK Stock Holding History

White Knight Strategic Wealth 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 Q4	–	Sell	-1,650	Closed	-$204K	–	93
2025 Q3	$204K	Buy	+1,650	New	+$200K	0.16%	89
2025 Q1	–	Sell	-3,700	Closed	-$399K	–	83
2024 Q4	$399K	Buy	3,700 +1,850	+100%	+$210K	0.17%	83
2024 Q3	$213K	Sell	1,850 -1,865	-50%	-$208K	0.19%	78
2024 Q2	$372K	Hold	3,715	–	–	0.37%	50
2024 Q1	$359K	Buy	3,715 +120	+3%	+$11.4K	0.37%	52
2023 Q4	$349K	Buy	3,595 +1,180	+49%	+$107K	0.4%	49
2023 Q3	$213K	Buy	+2,415	New	+$221K	0.28%	58

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

White Knight Strategic Wealth Advisors's DUK Position: Q4 2025 in Review

White Knight Strategic Wealth Advisors sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 1,650 shares — an estimated $204K sold.

White Knight Strategic Wealth Advisors first reported a position in DUK in Q3 2023 and held it in 7 quarters. The position peaked at $399K in Q4 2024. 2,397 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

White Knight Strategic Wealth Advisors reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
White Knight Strategic Wealth Advisors sold 1,650 Duke Energy shares in Q4 2025, an estimated $204K.
White Knight Strategic Wealth Advisors first reported a position in Duke Energy in Q3 2023 and held it in 7 quarters.
White Knight Strategic Wealth Advisors's Duke Energy position peaked at $399K in Q4 2024.
2,397 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q4 2025, filed 20 Feb 2026.