Blue Oak Capital’s Duke Energy DUK Stock Holding History

Blue Oak 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 Q2	–	Sell	-1,692	Closed	-$206K	–	71
2025 Q1	$206K	Buy	+1,692	New	+$193K	0.11%	68

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Blue Oak Capital's DUK Position: Q2 2025 in Review

Blue Oak Capital sold out of Duke Energy (DUK) in Q2 2025, closing a stake of 1,692 shares — an estimated $206K sold.

Blue Oak Capital first reported a position in DUK in Q1 2025 and held it in 1 quarter. The position peaked at $206K in Q1 2025. 2,278 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

Blue Oak Capital reported no remaining Duke Energy position as of Q2 2025 after selling out during the quarter.
Blue Oak Capital sold 1,692 Duke Energy shares in Q2 2025, an estimated $206K.
Blue Oak Capital first reported a position in Duke Energy in Q1 2025 and held it in 1 quarter.
Blue Oak Capital's Duke Energy position peaked at $206K in Q1 2025.
2,278 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.