Graham Capital Management’s Duke Energy DUK Stock Holding History

Graham Capital Management’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 Q2	–	Sell	-12,862	Closed	-$1.57M	–	1364
2025 Q1	$1.57M	Sell	12,862 -20,878	-62%	-$2.38M	0.03%	417
2024 Q4	$3.64M	Sell	33,740 -41,691	-55%	-$4.72M	0.05%	173
2024 Q3	$8.7M	Buy	+75,431	New	+$8.4M	0.15%	73
2024 Q2	–	Sell	-2,662	Closed	-$257K	–	1115
2024 Q1	$257K	Sell	2,662 -221,498	-99%	-$21M	﹤0.01%	835
2023 Q4	$21.8M	Sell	224,160 -44,926	-17%	-$4.09M	0.48%	35
2023 Q3	$23.7M	Buy	269,086 +257,676	+2,258%	+$23.6M	0.56%	37
2023 Q2	$1.02M	Buy	11,410 +2,283	+25%	+$215K	0.03%	359
2023 Q1	$880K	Buy	+9,127	New	+$902K	0.03%	563
2022 Q3	–	Sell	-2,255	Closed	-$241K	–	1115
2022 Q2	$241K	Buy	+2,255	New	+$248K	0.01%	895

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Graham Capital Management's DUK Position: Q2 2025 in Review

Graham Capital Management sold out of Duke Energy (DUK) in Q2 2025, closing a stake of 12,862 shares — an estimated $1.57M sold.

Graham Capital Management first reported a position in DUK in Q2 2022 and held it in 9 quarters. The position peaked at $23.7M in Q3 2023. 2,276 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

Graham Capital Management reported no remaining Duke Energy position as of Q2 2025 after selling out during the quarter.
Graham Capital Management sold 12,862 Duke Energy shares in Q2 2025, an estimated $1.57M.
Graham Capital Management first reported a position in Duke Energy in Q2 2022 and held it in 9 quarters.
Graham Capital Management's Duke Energy position peaked at $23.7M in Q3 2023.
2,276 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on Graham Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.