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Clarius Group LLC’s Duke Energy DUK Stock Holding History

Clarius Group LLC’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 		$325K Sell
2,774
-1
-0% -$122 0.02% 273
2025
Q3 		$343K Sell
2,775
-1,101
-28% -$134K 0.02% 270
2025
Q2 		$457K Sell
3,876
-288
-7% -$34K 0.03% 264
2025
Q1 		$508K Sell
4,164
-5
-0.1% -$570 0.03% 234
2024
Q4 		$449K Buy
4,169
+35
+0.8% +$3.96K 0.03% 239
2024
Q3 		$474K Sell
4,134
-146
-3% -$16.3K 0.03% 226
2024
Q2 		$429K Buy
4,280
+10
+0.2% +$1K 0.03% 238
2024
Q1 		$413K Sell
4,270
-895
-17% -$84.9K 0.03% 265
2023
Q4 		$501K Sell
5,165
-611
-11% -$55.6K 0.04% 236
2023
Q3 		$510K Sell
5,776
-1,679
-23% -$154K 0.05% 215
2023
Q2 		$669K Buy
7,455
+809
+12% +$76.4K 0.05% 205
2023
Q1 		$641K Sell
6,646
-562
-8% -$55.5K 0.05% 203
2022
Q4 		$742K Buy
7,208
+104
+1% +$9.98K 0.07% 174
2022
Q3 		$661K Buy
7,104
+397
+6% +$42.6K 0.07% 174
2022
Q2 		$719K Buy
6,707
+8
+0.1% +$880 0.07% 169
2022
Q1 		$703K Hold
6,699
– – 0.06% 179
2021
Q4 		$703K Buy
6,699
+206
+3% +$20.9K 0.06% 179
2021
Q3 		$634K Buy
6,493
+4
+0.1% +$414 0.06% 180
2021
Q2 		$641K Buy
6,489
+132
+2% +$13.3K 0.06% 173
2021
Q1 		$614K Buy
6,357
+732
+13% +$66.8K 0.06% 156
2020
Q4 		$515K Buy
5,625
+599
+12% +$55.4K 0.06% 171
2020
Q3 		$445K Sell
5,026
-710
-12% -$58.5K 0.06% 152
2020
Q2 		$458K Buy
5,736
+862
+18% +$72.8K 0.06% 149
2020
Q1 		$394K Sell
4,874
-281
-5% -$25.8K 0.07% 136
2019
Q4 		$477K Buy
5,155
+883
+21% +$81K 0.08% 132
2019
Q3 		$410K Buy
4,272
+556
+15% +$50.6K 0.08% 144
2019
Q2 		$328K Sell
3,716
-442
-11% -$39.1K 0.07% 153
2019
Q1 		$374K Buy
+4,158
New +$367K 0.09% 120

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

Clarius Group LLC's DUK Position: Q4 2025 in Review

Clarius Group LLC reduced its Duke Energy (DUK) stake by 0.04% in Q4 2025, selling an estimated $122 and leaving 2,774 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #273.

Clarius Group LLC first reported a position in DUK in Q1 2019 and has held it in 28 quarters since. The position peaked at $742K in Q4 2022. 2,398 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • Clarius Group LLC held 2,774 shares of Duke Energy worth $325K as of Q4 2025.
  • Clarius Group LLC sold 1 Duke Energy share in Q4 2025, an estimated $122.
  • Duke Energy made up 0.02% of Clarius Group LLC's portfolio in Q4 2025, its #273 holding.
  • Clarius Group LLC first reported a position in Duke Energy in Q1 2019 and has held it in 28 quarters since.
  • Clarius Group LLC's Duke Energy position peaked at $742K in Q4 2022.
  • 2,398 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.