Cyrus J. Lawrence’s Duke Energy DUK Stock Holding History

Cyrus J. Lawrence’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 Q1	–	Sell	-121	Closed	-$13K	–	85
2024 Q4	$13K	Hold	121	–	–	﹤0.01%	176
2024 Q3	$13K	Hold	121	–	–	﹤0.01%	158
2024 Q2	$12K	Hold	121	–	–	﹤0.01%	161
2024 Q1	$11K	Buy	+121	New	+$11.5K	﹤0.01%	149
2023 Q3	$10K	Hold	121	–	–	﹤0.01%	128
2023 Q2	$10K	Hold	121	–	–	﹤0.01%	145
2023 Q1	$12K	Sell	121 -887	-88%	-$87.6K	﹤0.01%	147
2022 Q4	$104K	Hold	1,008	–	–	0.03%	80
2022 Q3	$93K	Sell	1,008 -1,320	-57%	-$142K	0.02%	85
2022 Q2	$250K	Hold	2,328	–	–	0.07%	74
2022 Q1	$260K	Buy	+2,328	New	+$242K	0.06%	76

Other funds holding DUK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cyrus J. Lawrence's DUK Position: Q1 2025 in Review

Cyrus J. Lawrence sold out of Duke Energy (DUK) in Q1 2025, closing a stake of 121 shares — an estimated $13K sold.

Cyrus J. Lawrence first reported a position in DUK in Q1 2022 and held it in 11 quarters. The position peaked at $260K in Q1 2022. 2,268 funds tracked by Wall St. Rank hold DUK as of Q1 2025.

Cyrus J. Lawrence reported no remaining Duke Energy position as of Q1 2025 after selling out during the quarter.
Cyrus J. Lawrence sold 121 Duke Energy shares in Q1 2025, an estimated $13K.
Cyrus J. Lawrence first reported a position in Duke Energy in Q1 2022 and held it in 11 quarters.
Cyrus J. Lawrence's Duke Energy position peaked at $260K in Q1 2022.
2,268 funds tracked by Wall St. Rank held Duke Energy as of Q1 2025.

Based on Cyrus J. Lawrence's 13F filing for Q1 2025, filed 15 May 2025.