Groesbeck Investment Management’s Duke Energy DUK Stock Holding History

Groesbeck Investment 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	-5,733	Closed	-$699K	–	67
2025 Q1	$699K	Hold	5,733	–	–	0.98%	36
2024 Q4	$618K	Buy	+5,733	New	+$649K	0.8%	42
2024 Q2	–	Sell	-5,733	Closed	-$554K	–	78
2024 Q1	$554K	Buy	+5,733	New	+$544K	0.59%	57
2022 Q2	–	Sell	-5,733	Closed	-$640K	–	94
2022 Q1	$640K	Buy	+5,733	New	+$595K	0.72%	49
2021 Q4	–	Sell	-5,733	Closed	-$560K	–	97
2021 Q3	$560K	Buy	+5,733	New	+$594K	0.65%	57
2016 Q4	–	Sell	-5,733	Closed	-$459K	–	90
2016 Q3	$459K	Buy	+5,733	New	+$475K	0.34%	73
2015 Q3	–	Sell	-30,000	Closed	-$2.12M	–	80
2015 Q2	$2.12M	Buy	+30,000	New	+$2.27M	1.02%	35

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

Groesbeck Investment Management's DUK Position: Q2 2025 in Review

Groesbeck Investment Management sold out of Duke Energy (DUK) in Q2 2025, closing a stake of 5,733 shares — an estimated $699K sold.

Groesbeck Investment Management first reported a position in DUK in Q2 2015 and held it in 7 quarters. The position peaked at $2.12M in Q2 2015. 2,277 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

Groesbeck Investment Management reported no remaining Duke Energy position as of Q2 2025 after selling out during the quarter.
Groesbeck Investment Management sold 5,733 Duke Energy shares in Q2 2025, an estimated $699K.
Groesbeck Investment Management first reported a position in Duke Energy in Q2 2015 and held it in 7 quarters.
Groesbeck Investment Management's Duke Energy position peaked at $2.12M in Q2 2015.
2,277 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on Groesbeck Investment Management's 13F filing for Q2 2025, filed 23 Oct 2025.