Bear Mountain Capital’s Duke Energy DUK Stock Holding History

Bear Mountain Capital’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	-4	Closed	-$513	–	239
2025 Q3	$513	Buy	+4	New	+$485	﹤0.01%	194

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Bear Mountain Capital's DUK Position: Q4 2025 in Review

Bear Mountain Capital sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 4 shares — an estimated $513 sold.

Bear Mountain Capital first reported a position in DUK in Q3 2025 and held it in 1 quarter. The position peaked at $513 in Q3 2025. 2,406 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

Bear Mountain Capital reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
Bear Mountain Capital sold 4 Duke Energy shares in Q4 2025, an estimated $513.
Bear Mountain Capital first reported a position in Duke Energy in Q3 2025 and held it in 1 quarter.
Bear Mountain Capital's Duke Energy position peaked at $513 in Q3 2025.
2,406 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Bear Mountain Capital's 13F filing for Q4 2025, filed 22 Jan 2026.