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Lindbrook Capital’s Duke Energy DUK Stock Holding History

Lindbrook Capital’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 		$395K Buy
3,240
+40
+1% +$4.56K 0.04% 262
2024
Q4 		$345K Buy
3,200
+110
+4% +$12.5K 0.03% 282
2024
Q3 		$356K Buy
3,090
+51
+2% +$5.68K 0.03% 275
2024
Q2 		$305K Buy
3,039
+966
+47% +$96.6K 0.03% 285
2024
Q1 		$200K Sell
2,073
-302
-13% -$28.6K 0.02% 359
2023
Q4 		$230K Buy
2,375
+273
+13% +$24.8K 0.02% 321
2023
Q3 		$186K Buy
2,102
+542
+35% +$49.7K 0.02% 334
2023
Q2 		$140K Sell
1,560
-468
-23% -$44.2K 0.01% 407
2023
Q1 		$196K Sell
2,028
-355
-15% -$35.1K 0.02% 317
2022
Q4 		$245K Buy
2,383
+379
+19% +$36.4K 0.03% 288
2022
Q3 		$186K Buy
2,004
+54
+3% +$5.8K 0.03% 276
2022
Q2 		$209K Buy
1,950
+217
+13% +$23.9K 0.03% 276
2022
Q1 		$194K Buy
1,733
+70
+4% +$7.27K 0.03% 295
2021
Q4 		$174K Buy
1,663
+779
+88% +$79K 0.03% 339
2021
Q3 		$86K Buy
884
+34
+4% +$3.52K 0.02% 297
2021
Q2 		$84K Buy
850
+27
+3% +$2.71K 0.02% 331
2021
Q1 		$79K Buy
823
+77
+10% +$7.03K 0.02% 319
2020
Q4 		$68K Buy
746
+100
+15% +$9.25K 0.02% 319
2020
Q3 		$57K Sell
646
-71
-10% -$5.85K 0.02% 326
2020
Q2 		$57K Sell
717
-97
-12% -$8.2K 0.02% 334
2020
Q1 		$66K Sell
814
-64
-7% -$5.88K 0.02% 255
2019
Q4 		$80K Buy
878
+35
+4% +$3.21K 0.03% 296
2019
Q3 		$81K Sell
843
-41
-5% -$3.73K 0.03% 282
2019
Q2 		$78K Hold
884
– – 0.03% 284
2019
Q1 		$79K Hold
884
– – 0.03% 272
2018
Q4 		$76K Buy
+884
New +$75.2K 0.04% 239

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 $1.61T AUM 30.72% 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 $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lindbrook Capital's DUK Position: Q1 2025 in Review

Lindbrook Capital increased its Duke Energy (DUK) stake by 1.3% in Q1 2025, buying an estimated $4.56K and bringing the position to 3,240 shares worth $395K. The position accounts for 0.04% of the portfolio, ranked #262.

Lindbrook Capital first reported a position in DUK in Q4 2018 and has held it in 26 quarters since. 2,266 funds tracked by Wall St. Rank hold DUK as of Q1 2025.

  • Lindbrook Capital held 3,240 shares of Duke Energy worth $395K as of Q1 2025.
  • Lindbrook Capital bought 40 Duke Energy shares in Q1 2025, an estimated $4.56K.
  • Duke Energy made up 0.04% of Lindbrook Capital's portfolio in Q1 2025, its #262 holding.
  • Lindbrook Capital first reported a position in Duke Energy in Q4 2018 and has held it in 26 quarters since.
  • 2,266 funds tracked by Wall St. Rank held Duke Energy as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.