L.J. Altfest & Co’s Duke Energy DUK Stock Holding History

L.J. Altfest & Co’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 Q1	–	Sell	-6,135	Closed	-$661K	–	336
2024 Q4	$661K	Sell	6,135 -1,179	-16%	-$134K	0.08%	169
2024 Q3	$843K	Buy	+7,314	New	+$814K	0.11%	147

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

L.J. Altfest & Co's DUK Position: Q1 2025 in Review

L.J. Altfest & Co sold out of Duke Energy (DUK) in Q1 2025, closing a stake of 6,135 shares — an estimated $661K sold.

L.J. Altfest & Co first reported a position in DUK in Q3 2024 and held it in 2 quarters. The position peaked at $843K in Q3 2024. 2,265 funds tracked by Wall St. Rank hold DUK as of Q1 2025.

L.J. Altfest & Co reported no remaining Duke Energy position as of Q1 2025 after selling out during the quarter.
L.J. Altfest & Co sold 6,135 Duke Energy shares in Q1 2025, an estimated $661K.
L.J. Altfest & Co first reported a position in Duke Energy in Q3 2024 and held it in 2 quarters.
L.J. Altfest & Co's Duke Energy position peaked at $843K in Q3 2024.
2,265 funds tracked by Wall St. Rank held Duke Energy as of Q1 2025.

Based on L.J. Altfest & Co's 13F filing for Q1 2025, filed 9 May 2025.