HF
DUK icon

HRT Financial’s Duke Energy DUK Stock Holding History

HRT 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
Q1 		– Sell
-73,559
Closed -$7.92M – 2700
2024
Q4 		$7.92M Buy
+73,559
New +$8.33M 0.04% 278
2024
Q3 		– Sell
-63,863
Closed -$6.4M – 2586
2024
Q2 		$6.4M Buy
+63,863
New +$6.39M 0.04% 330
2023
Q3 		– Sell
-53,880
Closed -$4.83M – 2552
2023
Q2 		$4.83M Buy
53,880
+34,748
+182% +$3.28M 0.05% 295
2023
Q1 		$1.84M Buy
+19,132
New +$1.89M 0.02% 637
2022
Q4 		– Sell
-9,249
Closed -$860K – 2607
2022
Q3 		$860K Buy
+9,249
New +$993K 0.01% 1035
2022
Q2 		– Sell
-8,596
Closed -$959K – 3091
2022
Q1 		$959K Sell
8,596
-93,499
-92% -$9.71M 0.01% 1103
2021
Q4 		$10.7M Buy
+102,095
New +$10.4M 0.06% 153
2020
Q2 		– Sell
-4,719
Closed -$381K – 1581
2020
Q1 		$381K Buy
+4,719
New +$433K 0.02% 453
2019
Q4 		– Sell
-3,899
Closed -$373K – 1259
2019
Q3 		$373K Buy
+3,899
New +$355K 0.02% 817
2019
Q1 		– Sell
-2,842
Closed -$245K – 578
2018
Q4 		$245K Buy
+2,842
New +$242K 0.04% 416
2015
Q4 		– Sell
-3,628
Closed -$260K – 71
2015
Q3 		$260K Buy
+3,628
New +$263K 0.22% 61

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 $3.38T AUM 44.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HRT Financial's DUK Position: Q1 2025 in Review

HRT Financial sold out of Duke Energy (DUK) in Q1 2025, closing a stake of 73,559 shares — an estimated $7.92M sold.

HRT Financial first reported a position in DUK in Q3 2015 and held it in 11 quarters. The position peaked at $10.7M in Q4 2021. 2,268 funds tracked by Wall St. Rank hold DUK as of Q1 2025.

  • HRT Financial reported no remaining Duke Energy position as of Q1 2025 after selling out during the quarter.
  • HRT Financial sold 73,559 Duke Energy shares in Q1 2025, an estimated $7.92M.
  • HRT Financial first reported a position in Duke Energy in Q3 2015 and held it in 11 quarters.
  • HRT Financial's Duke Energy position peaked at $10.7M in Q4 2021.
  • 2,268 funds tracked by Wall St. Rank held Duke Energy as of Q1 2025.

Based on HRT Financial's 13F filing for Q1 2025, filed 15 May 2025.