IronBridge Private Wealth’s Duke Energy DUK Stock Holding History

IronBridge Private Wealth’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	-3,903	Closed	-$476K	–	45
2025 Q1	$476K	Hold	3,903	–	–	0.19%	34
2024 Q4	$421K	Hold	3,903	–	–	0.15%	38
2024 Q3	$450K	Buy	3,903 +253	+7%	+$28.2K	0.17%	35
2024 Q2	$366K	Hold	3,650	–	–	0.14%	37
2024 Q1	$353K	Hold	3,650	–	–	0.15%	38
2023 Q4	$354K	Buy	3,650 +36	+1%	+$3.27K	0.17%	38
2023 Q3	$319K	Hold	3,614	–	–	0.17%	32
2023 Q2	$324K	Hold	3,614	–	–	0.18%	31
2023 Q1	$349K	Hold	3,614	–	–	0.22%	26
2022 Q4	$372K	Hold	3,614	–	–	0.31%	21
2022 Q3	$336K	Hold	3,614	–	–	0.29%	15
2022 Q2	$387K	Hold	3,614	–	–	0.29%	23
2022 Q1	$404K	Hold	3,614	–	–	0.25%	29
2021 Q4	$379K	Hold	3,614	–	–	0.2%	30
2021 Q3	$353K	Hold	3,614	–	–	0.19%	32
2021 Q2	$357K	Hold	3,614	–	–	0.21%	31
2021 Q1	$349K	Hold	3,614	–	–	0.22%	32
2020 Q4	$331K	Buy	+3,614	New	+$334K	0.24%	29

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

IronBridge Private Wealth's DUK Position: Q2 2025 in Review

IronBridge Private Wealth sold out of Duke Energy (DUK) in Q2 2025, closing a stake of 3,903 shares — an estimated $476K sold.

IronBridge Private Wealth first reported a position in DUK in Q4 2020 and held it in 18 quarters. The position peaked at $476K in Q1 2025. 2,276 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

IronBridge Private Wealth reported no remaining Duke Energy position as of Q2 2025 after selling out during the quarter.
IronBridge Private Wealth sold 3,903 Duke Energy shares in Q2 2025, an estimated $476K.
IronBridge Private Wealth first reported a position in Duke Energy in Q4 2020 and held it in 18 quarters.
IronBridge Private Wealth's Duke Energy position peaked at $476K in Q1 2025.
2,276 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on IronBridge Private Wealth's 13F filing for Q2 2025, filed 10 Oct 2025.