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CKW Financial Group’s Duke Energy DUK Stock Holding History

CKW Financial 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 		– Sell
-288
Closed -$35K – 177
2025
Q3 		$35K Hold
288
– – ﹤0.01% 85
2025
Q2 		$34K Hold
288
– – ﹤0.01% 88
2025
Q1 		$35K Hold
288
– – ﹤0.01% 89
2024
Q4 		$31K Hold
288
– – ﹤0.01% 153
2024
Q3 		$33K Hold
288
– – ﹤0.01% 152
2024
Q2 		$29K Hold
288
– – ﹤0.01% 153
2024
Q1 		$28K Hold
288
– – ﹤0.01% 156
2023
Q4 		$28K Hold
288
– – ﹤0.01% 159
2023
Q3 		$25K Buy
+288
New +$26.4K ﹤0.01% 153

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

CKW Financial Group's DUK Position: Q4 2025 in Review

CKW Financial Group sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 288 shares — an estimated $35K sold.

CKW Financial Group first reported a position in DUK in Q3 2023 and held it in 9 quarters. The position peaked at $35K in Q3 2025. 2,402 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • CKW Financial Group reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
  • CKW Financial Group sold 288 Duke Energy shares in Q4 2025, an estimated $35K.
  • CKW Financial Group first reported a position in Duke Energy in Q3 2023 and held it in 9 quarters.
  • CKW Financial Group's Duke Energy position peaked at $35K in Q3 2025.
  • 2,402 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on CKW Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.