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Creekmur Asset Management’s Duke Energy DUK Stock Holding History

Creekmur Asset 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
Q3 		$9.63K Hold
78
– – ﹤0.01% 523
2025
Q2 		$9.18K Buy
78
+56
+255% +$6.61K ﹤0.01% 528
2025
Q1 		$2.68K Sell
22
-16
-42% -$1.82K ﹤0.01% 582
2024
Q4 		$4.09K Buy
38
+4
+12% +$453 ﹤0.01% 520
2024
Q3 		$3.92K Sell
34
-212
-86% -$23.6K ﹤0.01% 570
2024
Q2 		$24.7K Buy
246
+14
+6% +$1.4K 0.01% 345
2024
Q1 		$22.5K Sell
232
-166
-42% -$15.7K 0.01% 359
2023
Q4 		$38.6K Buy
+398
New +$36.2K 0.01% 337

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Creekmur Asset Management's DUK Position: Q3 2025 in Review

Creekmur Asset Management held its Duke Energy (DUK) position steady in Q3 2025 at 78 shares worth $9.63K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Creekmur Asset Management first reported a position in DUK in Q4 2023 and has held it in 8 quarters since. The position peaked at $38.6K in Q4 2023. 2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • Creekmur Asset Management held 78 shares of Duke Energy worth $9.63K as of Q3 2025.
  • Creekmur Asset Management left its Duke Energy share count unchanged in Q3 2025.
  • Duke Energy made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #523 holding.
  • Creekmur Asset Management first reported a position in Duke Energy in Q4 2023 and has held it in 8 quarters since.
  • Creekmur Asset Management's Duke Energy position peaked at $38.6K in Q4 2023.
  • 2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.