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1834 Investment Advisors’s Duke Energy DUK Stock Holding History

1834 Investment 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
-1,700
Closed -$210K – 206
2025
Q3 		$210K Hold
1,700
– – 0.03% 203
2025
Q2 		$201K Hold
1,700
– – 0.03% 205
2025
Q1 		$207K Buy
+1,700
New +$194K 0.03% 206
2024
Q4 		– Sell
-1,744
Closed -$201K – 213
2024
Q3 		$201K Sell
1,744
-573
-25% -$63.8K 0.02% 212
2024
Q2 		$232K Sell
2,317
-20
-0.9% -$2K 0.03% 207
2024
Q1 		$226K Sell
2,337
-261
-10% -$24.8K 0.03% 205
2023
Q4 		$252K Sell
2,598
-255
-9% -$23.2K 0.03% 211
2023
Q3 		$252K Sell
2,853
-506
-15% -$46.4K 0.03% 211
2023
Q2 		$301K Sell
3,359
-871
-21% -$82.2K 0.04% 202
2023
Q1 		$408K Buy
4,230
+432
+11% +$42.7K 0.05% 187
2022
Q4 		$391K Sell
3,798
-1,775
-32% -$170K 0.06% 146
2022
Q3 		$518K Sell
5,573
-4,139
-43% -$445K 0.08% 123
2022
Q2 		$1.04M Sell
9,712
-945
-9% -$104K 0.15% 95
2022
Q1 		$1.19M Sell
10,657
-262
-2% -$27.2K 0.15% 98
2021
Q4 		$1.15M Buy
10,919
+618
+6% +$62.7K 0.13% 103
2021
Q3 		$1M Buy
10,301
+579
+6% +$59.9K 0.12% 106
2021
Q2 		$960K Buy
9,722
+723
+8% +$72.6K 0.12% 109
2021
Q1 		$869K Buy
8,999
+1,787
+25% +$163K 0.11% 102
2020
Q4 		$660K Buy
7,212
+611
+9% +$56.5K 0.09% 109
2020
Q3 		$585K Buy
6,601
+457
+7% +$37.7K 0.09% 109
2020
Q2 		$491K Buy
6,144
+1,233
+25% +$104K 0.08% 117
2020
Q1 		$397K Buy
4,911
+868
+21% +$79.7K 0.08% 123
2019
Q4 		$369K Buy
4,043
+720
+22% +$66K 0.06% 138
2019
Q3 		$319K Sell
3,323
-922
-22% -$83.9K 0.05% 150
2019
Q2 		$375K Buy
4,245
+73
+2% +$6.45K 0.06% 134
2019
Q1 		$375K Buy
4,172
+166
+4% +$14.6K 0.06% 133
2018
Q4 		$345K Sell
4,006
-222
-5% -$18.9K 0.06% 138
2018
Q3 		$338K Sell
4,228
-225
-5% -$18.2K 0.05% 151
2018
Q2 		$353K Sell
4,453
-3,617
-45% -$278K 0.06% 141
2018
Q1 		$625K Sell
8,070
-124
-2% -$9.59K 0.11% 111
2017
Q4 		$689K Buy
8,194
+13
+0.2% +$1.14K 0.11% 113
2017
Q3 		$687K Sell
8,181
-542
-6% -$46.4K 0.13% 100
2017
Q2 		$729K Sell
8,723
-3,000
-26% -$252K 0.14% 101
2017
Q1 		$961K Sell
11,723
-5,906
-34% -$469K 0.18% 93
2016
Q4 		$1.37M Hold
17,629
– – 0.28% 79
2016
Q3 		$1.41M Hold
17,629
– – 0.31% 75
2016
Q2 		$1.51M Buy
17,629
+500
+3% +$40K 0.33% 76
2016
Q1 		$1.38M Sell
17,129
-89
-0.5% -$6.74K 0.32% 74
2015
Q4 		$1.23M Sell
17,218
-416
-2% -$29.2K 0.29% 82
2015
Q3 		$1.27M Sell
17,634
-284
-2% -$20.6K 0.31% 81
2015
Q2 		$1.26M Buy
17,918
+240
+1% +$18.1K 0.35% 72
2015
Q1 		$1.36M Buy
17,678
+501
+3% +$40.7K 0.37% 72
2014
Q4 		$1.44M Sell
17,177
-2,200
-11% -$177K 0.4% 66
2014
Q3 		$1.45M Sell
19,377
-221
-1% -$16.1K 0.4% 68
2014
Q2 		$1.45M Sell
19,598
-1,981
-9% -$142K 0.39% 70
2014
Q1 		$1.54M Sell
21,579
-575
-3% -$40.1K 0.45% 64
2013
Q4 		$1.53M Buy
22,154
+2,001
+10% +$140K 0.45% 65
2013
Q3 		$1.35M Sell
20,153
-887
-4% -$60.5K 0.44% 65
2013
Q2 		$1.42M Buy
+21,040
New +$1.49M 0.49% 66

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

1834 Investment Advisors's DUK Position: Q4 2025 in Review

1834 Investment Advisors sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 1,700 shares — an estimated $210K sold.

1834 Investment Advisors first reported a position in DUK in Q2 2013 and held it in 49 quarters. The position peaked at $1.54M in Q1 2014. 2,402 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • 1834 Investment Advisors reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
  • 1834 Investment Advisors sold 1,700 Duke Energy shares in Q4 2025, an estimated $210K.
  • 1834 Investment Advisors first reported a position in Duke Energy in Q2 2013 and held it in 49 quarters.
  • 1834 Investment Advisors's Duke Energy position peaked at $1.54M in Q1 2014.
  • 2,402 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on 1834 Investment Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.