Winthrop Advisory Group’s Duke Energy DUK Stock Holding History

Winthrop Advisory Group’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
2026 Q1	$294K	Sell	2,243 -475	-17%	-$59.4K	0.02%	143
2025 Q4	$318K	Buy	2,718 +618	+29%	+$75.5K	0.03%	135
2025 Q3	$260K	Sell	2,100 -17	-0.8%	-$2.06K	0.02%	152
2025 Q2	$250K	Buy	2,117 +34	+2%	+$4.01K	0.02%	151
2025 Q1	$254K	Sell	2,083 -12	-0.6%	-$1.37K	0.03%	130
2024 Q4	$226K	Buy	2,095 +9	+0.4%	+$1.02K	0.03%	140
2024 Q3	$241K	Buy	+2,086	New	+$232K	0.03%	126
2022 Q3	–	Sell	-2,245	Closed	-$241K	–	124
2022 Q2	$241K	Sell	2,245 -377	-14%	-$41.5K	0.06%	102
2022 Q1	$293K	Buy	2,622 +403	+18%	+$41.9K	0.06%	101
2021 Q4	$233K	Sell	2,219 -42	-2%	-$4.26K	0.05%	126
2021 Q3	$221K	Buy	+2,261	New	+$234K	0.05%	125
2021 Q2	–	Sell	-3,295	Closed	-$318K	–	137
2021 Q1	$318K	Buy	+3,295	New	+$301K	0.08%	93

Other funds holding DUK

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services

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

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

Fidelity Investments

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return