Financial Perspectives’s Duke Energy DUK Stock Holding History

Financial Perspectives’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	-168	Closed	-$18.1K	–	725
2024 Q4	$18.1K	Hold	168	–	–	0.01%	422
2024 Q3	$19.4K	Hold	168	–	–	0.01%	393
2024 Q2	$16.8K	Hold	168	–	–	0.01%	401
2024 Q1	$16.2K	Hold	168	–	–	0.01%	402
2023 Q4	$16.3K	Hold	168	–	–	0.01%	404
2023 Q3	$14.8K	Hold	168	–	–	0.01%	397
2023 Q2	$15.1K	Hold	168	–	–	0.01%	399
2023 Q1	$16.2K	Hold	168	–	–	0.01%	387
2022 Q4	$17.3K	Hold	168	–	–	0.01%	379
2022 Q3	$15.6K	Hold	168	–	–	0.01%	380
2022 Q2	$18K	Hold	168	–	–	0.01%	367
2022 Q1	$18.8K	Hold	168	–	–	0.01%	384
2021 Q4	$17.6K	Hold	168	–	–	0.01%	372
2021 Q3	$16.4K	Hold	168	–	–	0.01%	377
2021 Q2	$16.6K	Sell	168 -16,049	-99%	-$1.61M	0.01%	399
2021 Q1	$168K	Buy	16,217 +14,299	+746%	+$1.3M	0.01%	421
2020 Q4	$176K	Hold	1,918	–	–	0.1%	126
2020 Q3	$170K	Hold	1,918	–	–	0.11%	108
2020 Q2	$153K	Hold	1,918	–	–	0.11%	104
2020 Q1	$155K	Sell	1,918 -6	-0.3%	-$551	0.13%	87
2019 Q4	$175K	Buy	+1,924	New	+$176K	0.12%	90

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

Financial Perspectives's DUK Position: Q1 2025 in Review

Financial Perspectives sold out of Duke Energy (DUK) in Q1 2025, closing a stake of 168 shares — an estimated $18.1K sold.

Financial Perspectives first reported a position in DUK in Q4 2019 and held it in 21 quarters. The position peaked at $176K in Q4 2020. 2,264 funds tracked by Wall St. Rank hold DUK as of Q1 2025.

Financial Perspectives reported no remaining Duke Energy position as of Q1 2025 after selling out during the quarter.
Financial Perspectives sold 168 Duke Energy shares in Q1 2025, an estimated $18.1K.
Financial Perspectives first reported a position in Duke Energy in Q4 2019 and held it in 21 quarters.
Financial Perspectives's Duke Energy position peaked at $176K in Q4 2020.
2,264 funds tracked by Wall St. Rank held Duke Energy as of Q1 2025.

Based on Financial Perspectives's 13F filing for Q1 2025, filed 18 Apr 2025.