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Brookfield Corp’s Duke Energy DUK Stock Holding History

Brookfield Corp’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
-422,247
Closed -$52.3M – 131
2025
Q3 		$52.3M Sell
422,247
-80,710
-16% -$9.79M 0.06% 36
2025
Q2 		$59.3M Sell
502,957
-225,071
-31% -$26.6M 0.07% 33
2025
Q1 		$88.8M Sell
728,028
-57,873
-7% -$6.6M 0.12% 26
2024
Q4 		$84.7M Sell
785,901
-216,910
-22% -$24.6M 0.51% 26
2024
Q3 		$116M Buy
1,002,811
+531,073
+113% +$59.1M 0.65% 24
2024
Q2 		$47.3M Buy
471,738
+96,617
+26% +$9.66M 0.3% 37
2024
Q1 		$36.3M Buy
+375,121
New +$35.6M 0.21% 41
2023
Q4 		– Sell
-432,000
Closed -$38.1M – 116
2023
Q3 		$38.1M Buy
+432,000
New +$39.6M 0.24% 49
2023
Q2 		– Sell
-12,381
Closed -$1.19M – 633
2023
Q1 		$1.19M Buy
+12,381
New +$1.22M ﹤0.01% 487
2021
Q4 		– Sell
-620,547
Closed -$60.6M – 665
2021
Q3 		$60.6M Sell
620,547
-786,081
-56% -$81.4M 0.24% 65
2021
Q2 		$139M Sell
1,406,628
-510,967
-27% -$51.3M 0.65% 32
2021
Q1 		$185M Buy
1,917,595
+381,494
+25% +$34.8M 0.89% 20
2020
Q4 		$141M Buy
+1,536,101
New +$142M 0.61% 28
2020
Q3 		– Sell
-1,501
Closed -$120K – 396
2020
Q2 		$120K Buy
+1,501
New +$127K ﹤0.01% 334
2019
Q2 		– Sell
-253,730
Closed -$22.8M – 206
2019
Q1 		$22.8M Sell
253,730
-115,512
-31% -$10.2M 0.1% 85
2018
Q4 		$31.9M Buy
369,242
+234,642
+174% +$20M 0.16% 79
2018
Q3 		$10.8M Buy
+134,600
New +$10.9M 0.04% 106

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Brookfield Corp's DUK Position: Q4 2025 in Review

Brookfield Corp sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 422,247 shares — an estimated $52.3M sold.

Brookfield Corp first reported a position in DUK in Q3 2018 and held it in 17 quarters. The position peaked at $185M in Q1 2021. 2,397 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • Brookfield Corp reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
  • Brookfield Corp sold 422,247 Duke Energy shares in Q4 2025, an estimated $52.3M.
  • Brookfield Corp first reported a position in Duke Energy in Q3 2018 and held it in 17 quarters.
  • Brookfield Corp's Duke Energy position peaked at $185M in Q1 2021.
  • 2,397 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Brookfield Corp's 13F filing for Q4 2025, filed 13 Feb 2026.