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Aster Capital Management’s Duke Energy DUK Stock Holding History

Aster Capital Management’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
-1,263
Closed -$156K – 1173
2025
Q3 		$156K Buy
+1,263
New +$153K 0.08% 300
2025
Q1 		– Sell
-865
Closed -$93.2K – 1349
2024
Q4 		$93.2K Sell
865
-16,842
-95% -$1.91M 0.04% 395
2024
Q3 		$2.04M Buy
+17,707
New +$1.97M 0.44% 45

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

Aster Capital Management's DUK Position: Q4 2025 in Review

Aster Capital Management sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 1,263 shares — an estimated $156K sold.

Aster Capital Management first reported a position in DUK in Q3 2024 and held it in 3 quarters. The position peaked at $2.04M in Q3 2024. 2,408 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • Aster Capital Management reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
  • Aster Capital Management sold 1,263 Duke Energy shares in Q4 2025, an estimated $156K.
  • Aster Capital Management first reported a position in Duke Energy in Q3 2024 and held it in 3 quarters.
  • Aster Capital Management's Duke Energy position peaked at $2.04M in Q3 2024.
  • 2,408 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Aster Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.