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Jones Road Capital Management’s Duke Energy DUK Stock Holding History

Jones Road Capital Management’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
-1,800
Closed -$223K – 24
2025
Q3 		$223K Buy
+1,800
New +$218K 0.13% 19
2022
Q1 		– Sell
-116,550
Closed -$12.2M – 66
2021
Q4 		$12.2M Buy
116,550
+65,000
+126% +$6.59M 2.64% 10
2021
Q3 		$5.03M Hold
51,550
– – 1.66% 21
2021
Q2 		$5.09M Buy
51,550
+23,850
+86% +$2.4M 1.71% 25
2021
Q1 		$2.67M Sell
27,700
-20,000
-42% -$1.83M 0.97% 30
2020
Q4 		$4.37M Buy
+47,700
New +$4.41M 1.76% 22

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 $1.88T AUM 44.46% 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 $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jones Road Capital Management's DUK Position: Q4 2025 in Review

Jones Road Capital Management sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 1,800 shares — an estimated $223K sold.

Jones Road Capital Management first reported a position in DUK in Q4 2020 and held it in 6 quarters. The position peaked at $12.2M in Q4 2021. 2,406 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • Jones Road Capital Management reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
  • Jones Road Capital Management sold 1,800 Duke Energy shares in Q4 2025, an estimated $223K.
  • Jones Road Capital Management first reported a position in Duke Energy in Q4 2020 and held it in 6 quarters.
  • Jones Road Capital Management's Duke Energy position peaked at $12.2M in Q4 2021.
  • 2,406 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Jones Road Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.