DRW Securities’s Duke Energy DUK Stock Holding History

DRW Securities’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
2021 Q3	–	Sell	-12,300	Closed	-$1.21M	–	283
2021 Q2	$1.21M	Buy	+12,300	New	+$1.24M	0.04%	113

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

DRW Securities's DUK Position: Q4 2025 in Review

DRW Securities sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 39,265 shares — an estimated $4.83M sold.

DRW Securities first reported a position in DUK in Q4 2017 and held it in 11 quarters. The position peaked at $12.1M in Q3 2024. 2,397 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

DRW Securities reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
DRW Securities sold 39,265 Duke Energy shares in Q4 2025, an estimated $4.83M.
DRW Securities first reported a position in Duke Energy in Q4 2017 and held it in 11 quarters.
DRW Securities's Duke Energy position peaked at $12.1M in Q3 2024.
2,397 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on DRW Securities's 13F filing for Q4 2025, filed 12 Feb 2026.