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Beck Bode LLC’s Duke Energy DUK Stock Holding History

Beck Bode LLC’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
-138,639
Closed -$14.9M – 112
2024
Q4 		$14.9M Buy
138,639
+15,888
+13% +$1.8M 2.73% 18
2024
Q3 		$14.2M Buy
+122,751
New +$13.7M 2.66% 19
2023
Q4 		– Sell
-99,005
Closed -$8.74M – 130
2023
Q3 		$8.74M Buy
99,005
+998
+1% +$91.5K 2.23% 11
2023
Q2 		$8.79M Buy
+98,007
New +$9.25M 2.14% 14
2022
Q2 		– Sell
-2,493
Closed -$278K – 240
2022
Q1 		$278K Buy
2,493
+1
+0% +$104 0.06% 130
2021
Q4 		$261K Sell
2,492
-10
-0.4% -$1.01K 0.07% 79
2021
Q3 		$244K Sell
2,502
-23
-0.9% -$2.38K 0.07% 77
2021
Q2 		$249K Sell
2,525
-50
-2% -$5.02K 0.07% 71
2021
Q1 		$249K Buy
+2,575
New +$235K 0.08% 60
2020
Q4 		– Sell
-2,618
Closed -$232K – 91
2020
Q3 		$232K Sell
2,618
-662
-20% -$54.6K 0.08% 53
2020
Q2 		$262K Sell
3,280
-150
-4% -$12.7K 0.11% 46
2020
Q1 		$290K Sell
3,430
-841
-20% -$77.2K 0.13% 46
2019
Q4 		$390K Sell
4,271
-881
-17% -$80.8K 0.16% 57
2019
Q3 		$494K Sell
5,152
-595
-10% -$54.1K 0.22% 52
2019
Q2 		$507K Sell
5,747
-1,773
-24% -$157K 0.23% 49
2019
Q1 		$677K Sell
7,520
-1,966
-21% -$173K 0.33% 47
2018
Q4 		$819K Buy
+9,486
New +$807K 0.45% 48

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

Beck Bode LLC's DUK Position: Q1 2025 in Review

Beck Bode LLC sold out of Duke Energy (DUK) in Q1 2025, closing a stake of 138,639 shares — an estimated $14.9M sold.

Beck Bode LLC first reported a position in DUK in Q4 2018 and held it in 17 quarters. The position peaked at $14.9M in Q4 2024. 2,268 funds tracked by Wall St. Rank hold DUK as of Q1 2025.

  • Beck Bode LLC reported no remaining Duke Energy position as of Q1 2025 after selling out during the quarter.
  • Beck Bode LLC sold 138,639 Duke Energy shares in Q1 2025, an estimated $14.9M.
  • Beck Bode LLC first reported a position in Duke Energy in Q4 2018 and held it in 17 quarters.
  • Beck Bode LLC's Duke Energy position peaked at $14.9M in Q4 2024.
  • 2,268 funds tracked by Wall St. Rank held Duke Energy as of Q1 2025.

Based on Beck Bode LLC's 13F filing for Q1 2025, filed 14 May 2025.