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DV Equities’s Duke Energy DUK Stock Holding History

DV Equities’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 		$127K Buy
+1,083
New +$132K 0.02% 184

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

DV Equities's DUK Position: Q4 2025 in Review

DV Equities opened a new position in Duke Energy (DUK) in Q4 2025: 1,083 shares worth $127K. The stake represents 0.02% of the portfolio and ranks #184 among its holdings.

2,407 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • DV Equities held 1,083 shares of Duke Energy worth $127K as of Q4 2025.
  • Duke Energy was a new DV Equities position in Q4 2025.
  • Duke Energy made up 0.02% of DV Equities's portfolio in Q4 2025, its #184 holding.
  • 2,407 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on DV Equities's 13F filing for Q4 2025, filed 17 Feb 2026.