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Gries Financial’s Duke Energy DUK Stock Holding History

Gries Financial’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
Q3 		$250K Buy
2,019
+148
+8% +$18K 0.04% 265
2025
Q2 		$221K Buy
1,871
+45
+2% +$5.31K 0.04% 268
2025
Q1 		$223K Buy
+1,826
New +$208K 0.04% 255

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

Gries Financial's DUK Position: Q3 2025 in Review

Gries Financial increased its Duke Energy (DUK) stake by 7.9% in Q3 2025, buying an estimated $18K and bringing the position to 2,019 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #265.

Gries Financial first reported a position in DUK in Q1 2025 and has held it in 3 quarters since. 2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • Gries Financial held 2,019 shares of Duke Energy worth $250K as of Q3 2025.
  • Gries Financial bought 148 Duke Energy shares in Q3 2025, an estimated $18K.
  • Duke Energy made up 0.04% of Gries Financial's portfolio in Q3 2025, its #265 holding.
  • Gries Financial first reported a position in Duke Energy in Q1 2025 and has held it in 3 quarters since.
  • 2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.