Essential Planning’s Duke Energy DUK Stock Holding History

Essential Planning’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	-15,850	Closed	-$1.81M	–	136
2024 Q4	$1.81M	Buy	+15,850	New	+$1.8M	0.01%	199

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

Essential Planning's DUK Position: Q1 2025 in Review

Essential Planning sold out of Duke Energy (DUK) in Q1 2025, closing a stake of 15,850 shares — an estimated $1.81M sold.

Essential Planning first reported a position in DUK in Q4 2024 and held it in 1 quarter. The position peaked at $1.81M in Q4 2024. 2,264 funds tracked by Wall St. Rank hold DUK as of Q1 2025.

Essential Planning reported no remaining Duke Energy position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 15,850 Duke Energy shares in Q1 2025, an estimated $1.81M.
Essential Planning first reported a position in Duke Energy in Q4 2024 and held it in 1 quarter.
Essential Planning's Duke Energy position peaked at $1.81M in Q4 2024.
2,264 funds tracked by Wall St. Rank held Duke Energy as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.