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Consolidated Portfolio Review Corp’s Duke Energy DUK Stock Holding History

Consolidated Portfolio Review Corp’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
-2,312
Closed -$286K – 136
2025
Q3 		$286K Sell
2,312
-2
-0.1% -$243 0.04% 380
2025
Q2 		$273K Sell
2,314
-106
-4% -$12.5K 0.04% 371
2025
Q1 		$295K Buy
2,420
+1
+0% +$114 0.05% 302
2024
Q4 		$261K Buy
+2,419
New +$274K 0.04% 317

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

Consolidated Portfolio Review Corp's DUK Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 2,312 shares — an estimated $286K sold.

Consolidated Portfolio Review Corp first reported a position in DUK in Q4 2024 and held it in 4 quarters. The position peaked at $295K in Q1 2025. 2,398 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 2,312 Duke Energy shares in Q4 2025, an estimated $286K.
  • Consolidated Portfolio Review Corp first reported a position in Duke Energy in Q4 2024 and held it in 4 quarters.
  • Consolidated Portfolio Review Corp's Duke Energy position peaked at $295K in Q1 2025.
  • 2,398 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.