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Binnacle Investments’s Duke Energy DUK Stock Holding History

Binnacle Investments’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 		$256K Buy
2,065
+332
+19% +$40.3K 0.15% 61
2025
Q2 		$204K Buy
1,733
+108
+7% +$12.7K 0.13% 65
2025
Q1 		$198K Buy
+1,625
New +$185K 0.14% 57

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

Binnacle Investments's DUK Position: Q3 2025 in Review

Binnacle Investments increased its Duke Energy (DUK) stake by 19% in Q3 2025, buying an estimated $40.3K and bringing the position to 2,065 shares worth $256K. The position accounts for 0.15% of the portfolio, ranked #61.

Binnacle Investments first reported a position in DUK in Q1 2025 and has held it in 3 quarters since. 2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • Binnacle Investments held 2,065 shares of Duke Energy worth $256K as of Q3 2025.
  • Binnacle Investments bought 332 Duke Energy shares in Q3 2025, an estimated $40.3K.
  • Duke Energy made up 0.15% of Binnacle Investments's portfolio in Q3 2025, its #61 holding.
  • Binnacle Investments first reported a position in Duke Energy in Q1 2025 and has held it in 3 quarters since.
  • 2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.