Jain Global’s Duke Energy DUK Stock Holding History

Jain Global’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 Q4	–	Sell	-43,986	Closed	-$5.44M	–	1293
2025 Q3	$5.44M	Buy	+43,986	New	+$5.34M	0.03%	335
2025 Q2	–	Sell	-13,534	Closed	-$1.65M	–	1287
2025 Q1	$1.65M	Buy	+13,534	New	+$1.54M	0.02%	383

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jain Global's DUK Position: Q4 2025 in Review

Jain Global sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 43,986 shares — an estimated $5.44M sold.

Jain Global first reported a position in DUK in Q1 2025 and held it in 2 quarters. The position peaked at $5.44M in Q3 2025. 2,407 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

Jain Global reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
Jain Global sold 43,986 Duke Energy shares in Q4 2025, an estimated $5.44M.
Jain Global first reported a position in Duke Energy in Q1 2025 and held it in 2 quarters.
Jain Global's Duke Energy position peaked at $5.44M in Q3 2025.
2,407 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Jain Global's 13F filing for Q4 2025, filed 17 Feb 2026.