Bard Financial Services’s Duke Energy DUK Stock Holding History

Bard Financial Services’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	$576K	Hold	4,655	–	–	0.06%	140
2025 Q2	$549K	Sell	4,655 -200	-4%	-$23.6K	0.07%	141
2025 Q1	$592K	Hold	4,855	–	–	0.07%	139
2024 Q4	$523K	Hold	4,855	–	–	0.06%	139
2024 Q3	$560K	Sell	4,855 -1,115	-19%	-$124K	0.07%	141
2024 Q2	$598K	Sell	5,970 -55	-0.9%	-$5.5K	0.06%	143
2024 Q1	$583K	Hold	6,025	–	–	0.06%	145
2023 Q4	$585K	Hold	6,025	–	–	0.07%	145
2023 Q3	$532K	Buy	6,025 +85	+1%	+$7.79K	0.07%	142
2023 Q2	$533K	Hold	5,940	–	–	0.04%	210
2023 Q1	$573K	Hold	5,940	–	–	0.05%	204
2022 Q4	$612K	Buy	5,940 +405	+7%	+$38.9K	0.05%	193
2022 Q3	$515K	Hold	5,535	–	–	0.05%	193
2022 Q2	$593K	Hold	5,535	–	–	0.05%	182
2022 Q1	$618K	Sell	5,535 -325	-6%	-$33.8K	0.05%	179
2021 Q4	$615K	Buy	5,860 +325	+6%	+$32.9K	0.05%	176
2021 Q3	$540K	Hold	5,535	–	–	0.05%	179
2021 Q2	$546K	Hold	5,535	–	–	0.05%	180
2021 Q1	$534K	Hold	5,535	–	–	0.05%	172
2020 Q4	$507K	Buy	+5,535	New	+$512K	0.05%	176

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bard Financial Services's DUK Position: Q3 2025 in Review

Bard Financial Services held its Duke Energy (DUK) position steady in Q3 2025 at 4,655 shares worth $576K. The position accounts for 0.06% of the portfolio, ranked #140.

Bard Financial Services first reported a position in DUK in Q4 2020 and has held it in 20 quarters since. The position peaked at $618K in Q1 2022. 2,338 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

Bard Financial Services held 4,655 shares of Duke Energy worth $576K as of Q3 2025.
Bard Financial Services left its Duke Energy share count unchanged in Q3 2025.
Duke Energy made up 0.06% of Bard Financial Services's portfolio in Q3 2025, its #140 holding.
Bard Financial Services first reported a position in Duke Energy in Q4 2020 and has held it in 20 quarters since.
Bard Financial Services's Duke Energy position peaked at $618K in Q1 2022.
2,338 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.