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Wood Tarver Financial Group’s Duke Energy DUK Stock Holding History

Wood Tarver Financial 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
2025
Q3 		– Sell
-122
Closed -$14K – 289
2025
Q2 		$14K Hold
122
– – ﹤0.01% 393
2025
Q1 		$14.9K Hold
122
– – ﹤0.01% 374
2024
Q4 		$13K Buy
+122
New +$13.8K ﹤0.01% 383

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

Wood Tarver Financial Group's DUK Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Duke Energy (DUK) in Q3 2025, closing a stake of 122 shares — an estimated $14K sold.

Wood Tarver Financial Group first reported a position in DUK in Q4 2024 and held it in 3 quarters. The position peaked at $14.9K in Q1 2025. 2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Duke Energy position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 122 Duke Energy shares in Q3 2025, an estimated $14K.
  • Wood Tarver Financial Group first reported a position in Duke Energy in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Duke Energy position peaked at $14.9K in Q1 2025.
  • 2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.