Cobler Capital Management’s Duke Energy DUK Stock Holding History

Cobler Capital 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	$788K	Buy	+6,241	New	+$736K	0.78%	24

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cobler Capital Management's DUK Position: Q2 2025 in Review

Cobler Capital Management opened a new position in Duke Energy (DUK) in Q2 2025: 6,241 shares worth $788K. The stake represents 0.78% of the portfolio and ranks #24 among its holdings.

2,276 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

Cobler Capital Management held 6,241 shares of Duke Energy worth $788K as of Q2 2025.
Duke Energy was a new Cobler Capital Management position in Q2 2025.
Duke Energy made up 0.78% of Cobler Capital Management's portfolio in Q2 2025, its #24 holding.
2,276 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on Cobler Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.