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Aufman Associates’s Duke Energy DUK Stock Holding History

Aufman Associates’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
Q2 		– Sell
-1,828
Closed -$223K – 65
2025
Q1 		$223K Buy
+1,828
New +$208K 0.15% 54
2024
Q4 		– Sell
-1,828
Closed -$211K – 62
2024
Q3 		$211K Buy
+1,828
New +$203K 0.14% 61

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Aufman Associates's DUK Position: Q2 2025 in Review

Aufman Associates sold out of Duke Energy (DUK) in Q2 2025, closing a stake of 1,828 shares — an estimated $223K sold.

Aufman Associates first reported a position in DUK in Q3 2024 and held it in 2 quarters. The position peaked at $223K in Q1 2025. 2,276 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

  • Aufman Associates reported no remaining Duke Energy position as of Q2 2025 after selling out during the quarter.
  • Aufman Associates sold 1,828 Duke Energy shares in Q2 2025, an estimated $223K.
  • Aufman Associates first reported a position in Duke Energy in Q3 2024 and held it in 2 quarters.
  • Aufman Associates's Duke Energy position peaked at $223K in Q1 2025.
  • 2,276 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on Aufman Associates's 13F filing for Q2 2025, filed 13 Aug 2025.