Eagle Bay Advisors’s Duke Energy DUK Stock Holding History

Eagle Bay Advisors’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	-17	Closed	-$1.83K	–	355
2024 Q4	$1.83K	Hold	17	–	–	﹤0.01%	887
2024 Q3	$1.96K	Hold	17	–	–	﹤0.01%	1233
2024 Q2	$1.7K	Hold	17	–	–	﹤0.01%	908
2024 Q1	$1.64K	Hold	17	–	–	﹤0.01%	900
2023 Q4	$1.65K	Hold	17	–	–	﹤0.01%	764
2023 Q3	$1.5K	Hold	17	–	–	﹤0.01%	789
2023 Q2	$1.53K	Sell	17 -83	-83%	-$7.83K	﹤0.01%	782
2023 Q1	$9.65K	Buy	100 +83	+488%	+$8.2K	0.01%	600
2022 Q4	$1.75K	Hold	17	–	–	﹤0.01%	780
2022 Q3	$2K	Hold	17	–	–	﹤0.01%	753
2022 Q2	$1.82K	Buy	+17	New	+$1.87K	﹤0.01%	831
2022 Q1	–	Sell	-269	Closed	-$28K	–	473
2021 Q4	$28K	Sell	269 -257	-49%	-$26.1K	0.02%	500
2021 Q3	$53K	Sell	526 -156	-23%	-$16.1K	0.03%	393
2021 Q2	$68K	Buy	+682	New	+$68.5K	0.05%	234

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Eagle Bay Advisors's DUK Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Duke Energy (DUK) in Q1 2025, closing a stake of 17 shares — an estimated $1.83K sold.

Eagle Bay Advisors first reported a position in DUK in Q2 2021 and held it in 14 quarters. The position peaked at $68K in Q2 2021. 2,264 funds tracked by Wall St. Rank hold DUK as of Q1 2025.

Eagle Bay Advisors reported no remaining Duke Energy position as of Q1 2025 after selling out during the quarter.
Eagle Bay Advisors sold 17 Duke Energy shares in Q1 2025, an estimated $1.83K.
Eagle Bay Advisors first reported a position in Duke Energy in Q2 2021 and held it in 14 quarters.
Eagle Bay Advisors's Duke Energy position peaked at $68K in Q2 2021.
2,264 funds tracked by Wall St. Rank held Duke Energy as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.