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Churchill Management’s Duke Energy DUK Stock Holding History

Churchill 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 		$8.82M Sell
74,778
-456
-0.6% -$53.8K 0.1% 85
2025
Q1 		$9.18M Buy
75,234
+47
+0.1% +$5.36K 0.12% 75
2024
Q4 		$8.1M Buy
75,187
+2,601
+4% +$295K 0.09% 85
2024
Q3 		$8.37M Buy
72,586
+17,654
+32% +$1.96M 0.1% 85
2024
Q2 		$5.51M Sell
54,932
-868
-2% -$86.8K 0.06% 104
2024
Q1 		$5.4M Sell
55,800
-1,503
-3% -$143K 0.07% 103
2023
Q4 		$5.56M Buy
57,303
+6,346
+12% +$577K 0.09% 91
2023
Q3 		$4.5M Sell
50,957
-3,472
-6% -$318K 0.08% 98
2023
Q2 		$4.88M Buy
+54,429
New +$5.14M 0.08% 98
2022
Q4 		– Sell
-71,990
Closed -$6.7M – 121
2022
Q3 		$6.7M Buy
71,990
+2,723
+4% +$292K 0.18% 71
2022
Q2 		$7.43M Sell
69,267
-208
-0.3% -$22.9K 0.19% 72
2022
Q1 		$7.76M Buy
69,475
+1,537
+2% +$160K 0.14% 80
2021
Q4 		$7.13M Sell
67,938
-1,040
-2% -$105K 0.1% 103
2021
Q3 		$6.73M Buy
+68,978
New +$7.14M 0.1% 103
2014
Q4 		– Sell
-2,808
Closed -$210K – 184
2014
Q3 		$210K Hold
2,808
– – 0.01% 168
2014
Q2 		$208K Buy
+2,808
New +$202K 0.01% 172
2014
Q1 		– Sell
-15,962
Closed -$1.1M – 187
2013
Q4 		$1.1M Buy
15,962
+10,495
+192% +$735K 0.04% 133
2013
Q3 		$365K Buy
+5,467
New +$373K 0.02% 154

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Churchill Management's DUK Position: Q2 2025 in Review

Churchill Management reduced its Duke Energy (DUK) stake by 0.61% in Q2 2025, selling an estimated $53.8K and leaving 74,778 shares worth $8.82M. The position accounts for 0.1% of the portfolio, ranked #85.

Churchill Management first reported a position in DUK in Q3 2013 and has held it in 18 quarters since. The position peaked at $9.18M in Q1 2025. 2,276 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

  • Churchill Management held 74,778 shares of Duke Energy worth $8.82M as of Q2 2025.
  • Churchill Management sold 456 Duke Energy shares in Q2 2025, an estimated $53.8K.
  • Duke Energy made up 0.1% of Churchill Management's portfolio in Q2 2025, its #85 holding.
  • Churchill Management first reported a position in Duke Energy in Q3 2013 and has held it in 18 quarters since.
  • Churchill Management's Duke Energy position peaked at $9.18M in Q1 2025.
  • 2,276 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on Churchill Management's 13F filing for Q2 2025, filed 18 Jul 2025.