CIBC Private Wealth Group
DUK icon

CIBC Private Wealth Group’s Duke Energy DUK Stock Holding History

CIBC Private Wealth Group’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 		$26.4M Buy
225,280
+170,289
+310% +$20.8M 0.04% 244
2025
Q3 		$6.81M Buy
54,991
+742
+1% +$90K 0.01% 387
2025
Q2 		$6.4M Sell
54,249
-102,395
-65% -$12.1M 0.01% 395
2025
Q1 		$18.2M Sell
156,644
-224,579
-59% -$25.6M 0.04% 262
2024
Q4 		$41.3M Buy
381,223
+151,914
+66% +$17.2M 0.07% 191
2024
Q3 		$26.4M Sell
229,309
-48,000
-17% -$5.34M 0.05% 246
2024
Q2 		$27.9M Buy
277,309
+2,321
+0.8% +$232K 0.05% 232
2024
Q1 		$26.4M Buy
274,988
+234,292
+576% +$22.2M 0.05% 239
2023
Q4 		$3.95M Buy
40,696
+475
+1% +$43.2K 0.01% 420
2023
Q3 		$3.55M Buy
40,221
+451
+1% +$41.3K 0.01% 422
2023
Q2 		$3.57M Sell
39,770
-99
-0.2% -$9.34K 0.01% 436
2023
Q1 		$3.85M Buy
39,869
+552
+1% +$54.5K 0.01% 425
2022
Q4 		$1.25M Sell
39,317
-49,827
-56% -$4.78M ﹤0.01% 495
2022
Q3 		$8.29M Buy
89,144
+45,531
+104% +$4.89M 0.02% 317
2022
Q2 		$4.68M Sell
43,613
-71,198
-62% -$7.83M 0.01% 379
2022
Q1 		$12.8M Sell
114,811
-105,656
-48% -$11M 0.03% 297
2021
Q4 		$23.1M Buy
220,467
+54,968
+33% +$5.57M 0.05% 241
2021
Q3 		$16.2M Buy
165,499
+122,675
+286% +$12.7M 0.04% 290
2021
Q2 		$4.23M Sell
42,824
-1,909
-4% -$192K 0.01% 420
2021
Q1 		$4.32M Sell
44,733
-97,570
-69% -$8.9M 0.01% 417
2020
Q4 		$13M Buy
142,303
+110,896
+353% +$10.3M 0.03% 294
2020
Q3 		$2.75M Sell
31,407
-29,368
-48% -$2.42M 0.01% 415
2020
Q2 		$4.86M Buy
60,775
+34,214
+129% +$2.89M 0.02% 302
2020
Q1 		$2.15M Sell
26,561
-146,380
-85% -$13.4M 0.01% 401
2019
Q4 		$15.8M Buy
172,941
+150,705
+678% +$13.8M 0.05% 233
2019
Q3 		$2.13M Sell
22,236
-830
-4% -$75.5K 0.01% 453
2019
Q2 		$2.04M Buy
23,066
+788
+4% +$69.6K 0.01% 465
2019
Q1 		$2M Sell
22,278
-1,714
-7% -$151K 0.01% 463
2018
Q4 		$2.07M Buy
23,992
+1,840
+8% +$157K 0.01% 442
2018
Q3 		$1.77M Sell
22,152
-864
-4% -$69.9K 0.01% 541
2018
Q2 		$1.82M Sell
23,016
-2,544
-10% -$196K 0.01% 525
2018
Q1 		$1.98M Sell
25,560
-3,005
-11% -$232K 0.01% 480
2017
Q4 		$2.4M Buy
28,565
+1,811
+7% +$158K 0.01% 470
2017
Q3 		$2.24M Buy
26,754
+9,213
+53% +$789K 0.01% 466
2017
Q2 		$1.47M Sell
17,541
-696
-4% -$58.5K 0.01% 422
2017
Q1 		$1.5M Sell
18,237
-7,826
-30% -$622K 0.01% 407
2016
Q4 		$2.02M Sell
26,063
-604
-2% -$46.3K 0.01% 365
2016
Q3 		$2.13M Sell
26,667
-1,815
-6% -$150K 0.01% 355
2016
Q2 		$2.44M Buy
28,482
+4,363
+18% +$349K 0.02% 337
2016
Q1 		$1.95M Sell
24,119
-1,174
-5% -$88.8K 0.02% 357
2015
Q4 		$1.81M Sell
25,293
-2,132
-8% -$150K 0.01% 367
2015
Q3 		$1.97M Buy
27,425
+2,724
+11% +$197K 0.02% 351
2015
Q2 		$1.74M Sell
24,701
-622
-2% -$47K 0.01% 390
2015
Q1 		$1.95M Sell
25,323
-137
-0.5% -$11.1K 0.01% 382
2014
Q4 		$2.13M Buy
25,460
+785
+3% +$63.3K 0.02% 368
2014
Q3 		$1.84M Sell
24,675
-4,835
-16% -$353K 0.01% 377
2014
Q2 		$2.19M Sell
29,510
-6,635
-18% -$477K 0.02% 352
2014
Q1 		$2.54M Buy
+36,145
New +$2.52M 0.02% 339

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

CIBC Private Wealth Group's DUK Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Duke Energy (DUK) stake by 310% in Q4 2025, buying an estimated $20.8M and bringing the position to 225,280 shares worth $26.4M. The position accounts for 0.04% of the portfolio, ranked #244.

CIBC Private Wealth Group first reported a position in DUK in Q1 2014 and has held it in 48 quarters since. The position peaked at $41.3M in Q4 2024. 2,398 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • CIBC Private Wealth Group held 225,280 shares of Duke Energy worth $26.4M as of Q4 2025.
  • CIBC Private Wealth Group bought 170,289 Duke Energy shares in Q4 2025, an estimated $20.8M.
  • Duke Energy made up 0.04% of CIBC Private Wealth Group's portfolio in Q4 2025, its #244 holding.
  • CIBC Private Wealth Group first reported a position in Duke Energy in Q1 2014 and has held it in 48 quarters since.
  • CIBC Private Wealth Group's Duke Energy position peaked at $41.3M in Q4 2024.
  • 2,398 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.