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Greenline Partners’s Duke Energy DUK Stock Holding History

Greenline 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
Q2 		– Sell
-1,928
Closed -$235K – 261
2025
Q1 		$235K Buy
1,928
+28
+1% +$3.19K 0.03% 133
2024
Q4 		$205K Hold
1,900
– – 0.03% 135
2024
Q3 		$219K Sell
1,900
-307
-14% -$34.2K 0.03% 134
2024
Q2 		$219K Sell
2,207
-1,104
-33% -$110K 0.03% 128
2024
Q1 		$320K Sell
3,311
-511
-13% -$48.5K 0.05% 109
2023
Q4 		$371K Hold
3,822
– – 0.06% 100
2023
Q3 		$337K Hold
3,822
– – 0.06% 98
2023
Q2 		$343K Sell
3,822
-426
-10% -$40.2K 0.06% 99
2023
Q1 		$410K Sell
4,248
-390
-8% -$38.5K 0.08% 107
2022
Q4 		$478K Sell
4,638
-22,178
-83% -$2.13M 0.09% 101
2022
Q3 		$2.49M Hold
26,816
– – 0.57% 51
2022
Q2 		$2.88M Buy
26,816
+1,802
+7% +$198K 0.62% 48
2022
Q1 		$2.79M Buy
25,014
+1,429
+6% +$148K 0.52% 53
2021
Q4 		$2.47M Buy
23,585
+7,223
+44% +$732K 0.47% 48
2021
Q3 		$1.6M Buy
16,362
+874
+6% +$90.5K 0.33% 52
2021
Q2 		$1.53M Buy
15,488
+1,368
+10% +$137K 0.31% 60
2021
Q1 		$1.36M Buy
14,120
+4,020
+40% +$367K 0.3% 60
2020
Q4 		$925K Buy
+10,100
New +$934K 0.21% 67
2018
Q1 		– Sell
-5,581
Closed -$469K – 65
2017
Q4 		$469K Buy
+5,581
New +$488K 0.16% 60

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Greenline Partners's DUK Position: Q2 2025 in Review

Greenline Partners sold out of Duke Energy (DUK) in Q2 2025, closing a stake of 1,928 shares — an estimated $235K sold.

Greenline Partners first reported a position in DUK in Q4 2017 and held it in 19 quarters. The position peaked at $2.88M in Q2 2022. 2,279 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

  • Greenline Partners reported no remaining Duke Energy position as of Q2 2025 after selling out during the quarter.
  • Greenline Partners sold 1,928 Duke Energy shares in Q2 2025, an estimated $235K.
  • Greenline Partners first reported a position in Duke Energy in Q4 2017 and held it in 19 quarters.
  • Greenline Partners's Duke Energy position peaked at $2.88M in Q2 2022.
  • 2,279 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on Greenline Partners's 13F filing for Q2 2025, filed 14 Aug 2025.