FP
DUK icon

Foundry Partners’s Duke Energy DUK Stock Holding History

Foundry Partners’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 		$40.2M Buy
329,922
+55,670
+20% +$6.35M 2.13% 3
2024
Q4 		$29.5M Sell
274,252
-2,310
-0.8% -$262K 1.49% 8
2024
Q3 		$31.9M Sell
276,562
-31,259
-10% -$3.48M 1.58% 11
2024
Q2 		$30.9M Buy
307,821
+5,663
+2% +$566K 1.66% 8
2024
Q1 		$29.2M Buy
302,158
+30,169
+11% +$2.86M 1.56% 9
2023
Q4 		$26.4M Sell
271,989
-73,557
-21% -$6.69M 1.59% 5
2023
Q3 		$30.5M Buy
345,546
+24,464
+8% +$2.24M 1.9% 3
2023
Q2 		$28.8M Buy
+321,082
New +$30.3M 1.76% 4

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Foundry Partners's DUK Position: Q1 2025 in Review

Foundry Partners increased its Duke Energy (DUK) stake by 20% in Q1 2025, buying an estimated $6.35M and bringing the position to 329,922 shares worth $40.2M. The position accounts for 2.13% of the portfolio, ranked #3.

Foundry Partners first reported a position in DUK in Q2 2023 and has held it in 8 quarters since. 2,264 funds tracked by Wall St. Rank hold DUK as of Q1 2025.

  • Foundry Partners held 329,922 shares of Duke Energy worth $40.2M as of Q1 2025.
  • Foundry Partners bought 55,670 Duke Energy shares in Q1 2025, an estimated $6.35M.
  • Duke Energy made up 2.13% of Foundry Partners's portfolio in Q1 2025, its #3 holding.
  • Foundry Partners first reported a position in Duke Energy in Q2 2023 and has held it in 8 quarters since.
  • 2,264 funds tracked by Wall St. Rank held Duke Energy as of Q1 2025.

Based on Foundry Partners's 13F filing for Q1 2025, filed 5 May 2025.