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Blume Capital Management’s Duke Energy DUK Stock Holding History

Blume Capital Management’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
-7
Closed -$854 – 476
2025
Q1 		$854 Buy
+7
New +$798 ﹤0.01% 374
2016
Q1 		– Sell
-240
Closed -$17K – 241
2015
Q4 		$17K Hold
240
– – 0.01% 153
2015
Q3 		$17K Hold
240
– – 0.01% 153
2015
Q2 		$17K Hold
240
– – 0.01% 163
2015
Q1 		$18K Buy
+240
New +$19.5K 0.01% 188

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 $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Blume Capital Management's DUK Position: Q2 2025 in Review

Blume Capital Management sold out of Duke Energy (DUK) in Q2 2025, closing a stake of 7 shares — an estimated $854 sold.

Blume Capital Management first reported a position in DUK in Q1 2015 and held it in 5 quarters. The position peaked at $18K in Q1 2015. 2,279 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

  • Blume Capital Management reported no remaining Duke Energy position as of Q2 2025 after selling out during the quarter.
  • Blume Capital Management sold 7 Duke Energy shares in Q2 2025, an estimated $854.
  • Blume Capital Management first reported a position in Duke Energy in Q1 2015 and held it in 5 quarters.
  • Blume Capital Management's Duke Energy position peaked at $18K in Q1 2015.
  • 2,279 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on Blume Capital Management's 13F filing for Q2 2025, filed 30 Jul 2025.