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Graypoint LLC’s Duke Energy DUK Stock Holding History

Graypoint LLC’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 		$631K Buy
5,350
+285
+6% +$33.6K 0.04% 289
2025
Q1 		$618K Sell
5,065
-86
-2% -$9.8K 0.04% 276
2024
Q4 		$555K Buy
5,151
+133
+3% +$15.1K 0.03% 286
2024
Q3 		$579K Buy
5,018
+209
+4% +$23.3K 0.04% 274
2024
Q2 		$482K Buy
4,809
+506
+12% +$50.6K 0.03% 287
2024
Q1 		$416K Buy
4,303
+516
+14% +$49K 0.03% 323
2023
Q4 		$367K Sell
3,787
-1,546
-29% -$141K 0.03% 316
2023
Q3 		$471K Buy
5,333
+560
+12% +$51.3K 0.04% 247
2023
Q2 		$428K Buy
4,773
+1,469
+44% +$139K 0.04% 246
2023
Q1 		$319K Buy
3,304
+592
+22% +$58.5K 0.03% 274
2022
Q4 		$279K Sell
2,712
-204
-7% -$19.6K 0.03% 278
2022
Q3 		$271K Buy
+2,916
New +$313K 0.03% 271

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Graypoint LLC's DUK Position: Q2 2025 in Review

Graypoint LLC increased its Duke Energy (DUK) stake by 5.6% in Q2 2025, buying an estimated $33.6K and bringing the position to 5,350 shares worth $631K. The position accounts for 0.04% of the portfolio, ranked #289.

Graypoint LLC first reported a position in DUK in Q3 2022 and has held it in 12 quarters since. 2,276 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

  • Graypoint LLC held 5,350 shares of Duke Energy worth $631K as of Q2 2025.
  • Graypoint LLC bought 285 Duke Energy shares in Q2 2025, an estimated $33.6K.
  • Duke Energy made up 0.04% of Graypoint LLC's portfolio in Q2 2025, its #289 holding.
  • Graypoint LLC first reported a position in Duke Energy in Q3 2022 and has held it in 12 quarters since.
  • 2,276 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on Graypoint LLC's 13F filing for Q2 2025, filed 15 Jul 2025.