Lockerman Financial Group’s Duke Energy DUK Stock Holding History

Lockerman Financial Group’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	-2,484	Closed	-$307K	–	94
2025 Q3	$307K	Buy	2,484 +62	+3%	+$7.52K	0.39%	88
2025 Q2	$286K	Hold	2,422	–	–	0.38%	92
2025 Q1	$295K	Buy	2,422 +22	+0.9%	+$2.51K	0.45%	77
2024 Q4	$259K	Hold	2,400	–	–	0.44%	81
2024 Q3	$277K	Sell	2,400 -23	-0.9%	-$2.56K	0.47%	81
2024 Q2	$243K	Sell	2,423 -3	-0.1%	-$300	0.44%	89
2024 Q1	$235K	Sell	2,426 -2	-0.1%	-$190	0.45%	86
2023 Q4	$236K	Buy	+2,428	New	+$221K	0.54%	70
2023 Q3	–	Sell	-2,270	Closed	-$204K	–	82
2023 Q2	$204K	Buy	2,270 +1	+0%	+$94	0.57%	68
2023 Q1	$219K	Hold	2,269	–	–	0.6%	66
2022 Q4	$234K	Sell	2,269 -49	-2%	-$4.7K	0.68%	57
2022 Q3	$216K	Sell	2,318 -43	-2%	-$4.62K	0.62%	56
2022 Q2	$253K	Buy	2,361 +401	+20%	+$44.1K	0.81%	44
2022 Q1	$219K	Hold	1,960	–	–	0.59%	65
2021 Q4	$206K	Buy	+1,960	New	+$199K	0.54%	62

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lockerman Financial Group's DUK Position: Q4 2025 in Review

Lockerman Financial Group sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 2,484 shares — an estimated $307K sold.

Lockerman Financial Group first reported a position in DUK in Q4 2021 and held it in 15 quarters. The position peaked at $307K in Q3 2025. 2,397 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

Lockerman Financial Group reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
Lockerman Financial Group sold 2,484 Duke Energy shares in Q4 2025, an estimated $307K.
Lockerman Financial Group first reported a position in Duke Energy in Q4 2021 and held it in 15 quarters.
Lockerman Financial Group's Duke Energy position peaked at $307K in Q3 2025.
2,397 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Lockerman Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.