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Iconiq Capital’s Duke Energy DUK Stock Holding History

Iconiq Capital’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 		– Sell
-5,997
Closed -$708K – 191
2025
Q2 		$708K Buy
5,997
+129
+2% +$15.2K 0.01% 132
2025
Q1 		$716K Sell
5,868
-174
-3% -$19.8K 0.01% 124
2024
Q4 		$651K Buy
6,042
+3,651
+153% +$414K 0.01% 118
2024
Q3 		$276K Buy
+2,391
New +$266K 0.01% 156

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

Iconiq Capital's DUK Position: Q3 2025 in Review

Iconiq Capital sold out of Duke Energy (DUK) in Q3 2025, closing a stake of 5,997 shares — an estimated $708K sold.

Iconiq Capital first reported a position in DUK in Q3 2024 and held it in 4 quarters. The position peaked at $716K in Q1 2025. 2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • Iconiq Capital reported no remaining Duke Energy position as of Q3 2025 after selling out during the quarter.
  • Iconiq Capital sold 5,997 Duke Energy shares in Q3 2025, an estimated $708K.
  • Iconiq Capital first reported a position in Duke Energy in Q3 2024 and held it in 4 quarters.
  • Iconiq Capital's Duke Energy position peaked at $716K in Q1 2025.
  • 2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on Iconiq Capital's 13F filing for Q3 2025, filed 14 Nov 2025.