AS
DUK icon

Altshuler Shaham’s Duke Energy DUK Stock Holding History

Altshuler Shaham’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
Q1 		– Sell
-191
Closed -$20.6K – 339
2024
Q4 		$20.6K Buy
191
+8
+4% +$906 ﹤0.01% 231
2024
Q3 		$21.1K Sell
183
-16
-8% -$1.78K ﹤0.01% 177
2024
Q2 		$19.9K Sell
199
-58
-23% -$5.8K ﹤0.01% 193
2024
Q1 		$24.9K Sell
257
-14
-5% -$1.33K ﹤0.01% 171
2023
Q4 		$26.3K Buy
+271
New +$24.6K ﹤0.01% 158
2023
Q3 		– Sell
-398
Closed -$35.7K – 305
2023
Q2 		$35.7K Sell
398
-40
-9% -$3.77K ﹤0.01% 207
2023
Q1 		$42.3K Sell
438
-80
-15% -$7.9K ﹤0.01% 211
2022
Q4 		$53.3K Sell
518
-4
-0.8% -$384 ﹤0.01% 205
2022
Q3 		$50K Sell
522
-35
-6% -$3.76K ﹤0.01% 218
2022
Q2 		$60K Sell
557
-67
-11% -$7.37K ﹤0.01% 214
2022
Q1 		$70K Sell
624
-97
-13% -$10.1K ﹤0.01% 315
2021
Q4 		$76K Buy
721
+110
+18% +$11.2K ﹤0.01% 350
2021
Q3 		$60K Sell
611
-65
-10% -$6.73K ﹤0.01% 387
2021
Q2 		$67K Buy
+676
New +$67.9K ﹤0.01% 379
2020
Q2 		– Sell
-1,632
Closed -$132K – 409
2020
Q1 		$132K Sell
1,632
-1,378
-46% -$127K 0.01% 147
2019
Q4 		$275K Buy
3,010
+585
+24% +$53.6K 0.01% 118
2019
Q3 		$233K Buy
2,425
+1,383
+133% +$126K 0.01% 111
2019
Q2 		$92K Buy
1,042
+563
+118% +$49.8K ﹤0.01% 156
2019
Q1 		$43K Buy
479
+169
+55% +$14.9K ﹤0.01% 159
2018
Q4 		$27K Buy
310
+13
+4% +$1.11K ﹤0.01% 135
2018
Q3 		$24K Sell
297
-75
-20% -$6.07K ﹤0.01% 157
2018
Q2 		$29K Sell
372
-17
-4% -$1.31K ﹤0.01% 118
2018
Q1 		$30K Buy
389
+172
+79% +$13.3K ﹤0.01% 121
2017
Q4 		$18K Buy
+217
New +$19K ﹤0.01% 138

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 $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Altshuler Shaham's DUK Position: Q1 2025 in Review

Altshuler Shaham sold out of Duke Energy (DUK) in Q1 2025, closing a stake of 191 shares — an estimated $20.6K sold.

Altshuler Shaham first reported a position in DUK in Q4 2017 and held it in 24 quarters. The position peaked at $275K in Q4 2019. 2,268 funds tracked by Wall St. Rank hold DUK as of Q1 2025.

  • Altshuler Shaham reported no remaining Duke Energy position as of Q1 2025 after selling out during the quarter.
  • Altshuler Shaham sold 191 Duke Energy shares in Q1 2025, an estimated $20.6K.
  • Altshuler Shaham first reported a position in Duke Energy in Q4 2017 and held it in 24 quarters.
  • Altshuler Shaham's Duke Energy position peaked at $275K in Q4 2019.
  • 2,268 funds tracked by Wall St. Rank held Duke Energy as of Q1 2025.

Based on Altshuler Shaham's 13F filing for Q1 2025, filed 15 May 2025.