James J. Burns & Company’s Duke Energy DUK Stock Holding History

James J. Burns & Company’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	-1,796	Closed	-$222K	–	164
2025 Q3	$222K	Sell	1,796 -61	-3%	-$7.4K	0.03%	146
2025 Q2	$219K	Buy	1,857 +61	+3%	+$7.2K	0.04%	140
2025 Q1	$219K	Buy	+1,796	New	+$205K	0.04%	136

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 $3.37T AUM 44.26% 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

James J. Burns & Company's DUK Position: Q4 2025 in Review

James J. Burns & Company sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 1,796 shares — an estimated $222K sold.

James J. Burns & Company first reported a position in DUK in Q1 2025 and held it in 3 quarters. The position peaked at $222K in Q3 2025. 2,402 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

James J. Burns & Company reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
James J. Burns & Company sold 1,796 Duke Energy shares in Q4 2025, an estimated $222K.
James J. Burns & Company first reported a position in Duke Energy in Q1 2025 and held it in 3 quarters.
James J. Burns & Company's Duke Energy position peaked at $222K in Q3 2025.
2,402 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on James J. Burns & Company's 13F filing for Q4 2025, filed 23 Jan 2026.