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Investment Management Corporation’s Duke Energy DUK Stock Holding History

Investment Management Corporation’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
-24
Closed -$2.83K – 78
2025
Q2 		$2.83K Hold
24
– – ﹤0.01% 154
2025
Q1 		$2.93K Hold
24
– – ﹤0.01% 169
2024
Q4 		$2.59K Buy
+24
New +$2.72K ﹤0.01% 173

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 $1.61T AUM 30.72% 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 $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

Investment Management Corporation's DUK Position: Q3 2025 in Review

Investment Management Corporation sold out of Duke Energy (DUK) in Q3 2025, closing a stake of 24 shares — an estimated $2.83K sold.

Investment Management Corporation first reported a position in DUK in Q4 2024 and held it in 3 quarters. The position peaked at $2.93K in Q1 2025. 2,336 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • Investment Management Corporation reported no remaining Duke Energy position as of Q3 2025 after selling out during the quarter.
  • Investment Management Corporation sold 24 Duke Energy shares in Q3 2025, an estimated $2.83K.
  • Investment Management Corporation first reported a position in Duke Energy in Q4 2024 and held it in 3 quarters.
  • Investment Management Corporation's Duke Energy position peaked at $2.93K in Q1 2025.
  • 2,336 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on Investment Management Corporation's 13F filing for Q3 2025, filed 30 Oct 2025.