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Longfellow Investment Management’s Duke Energy DUK Stock Holding History

Longfellow Investment 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
Q1 		– Sell
-4,262
Closed -$459K – 287
2024
Q4 		$459K Sell
4,262
-275
-6% -$31.2K 0.12% 98
2024
Q3 		$523K Sell
4,537
-1,419
-24% -$158K 0.13% 92
2024
Q2 		$597K Buy
5,956
+41
+0.7% +$4.1K 0.15% 80
2024
Q1 		$572K Buy
5,915
+39
+0.7% +$3.7K 0.13% 84
2023
Q4 		$570K Sell
5,876
-1,384
-19% -$126K 0.14% 84
2023
Q3 		$641K Buy
+7,260
New +$666K 0.17% 76
2022
Q2 		– Sell
-6,607
Closed -$738K – 375
2022
Q1 		$738K Hold
6,607
– – 0.12% 139
2021
Q4 		$694K Hold
6,607
– – 0.11% 142
2021
Q3 		$645K Hold
6,607
– – 0.11% 145
2021
Q2 		$653K Sell
6,607
-4,252
-39% -$427K 0.09% 157
2021
Q1 		$1.05M Sell
10,859
-1,615
-13% -$147K 0.13% 166
2020
Q4 		$1.14M Buy
+12,474
New +$1.15M 0.14% 147

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 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

Longfellow Investment Management's DUK Position: Q1 2025 in Review

Longfellow Investment Management sold out of Duke Energy (DUK) in Q1 2025, closing a stake of 4,262 shares — an estimated $459K sold.

Longfellow Investment Management first reported a position in DUK in Q4 2020 and held it in 12 quarters. The position peaked at $1.14M in Q4 2020. 2,264 funds tracked by Wall St. Rank hold DUK as of Q1 2025.

  • Longfellow Investment Management reported no remaining Duke Energy position as of Q1 2025 after selling out during the quarter.
  • Longfellow Investment Management sold 4,262 Duke Energy shares in Q1 2025, an estimated $459K.
  • Longfellow Investment Management first reported a position in Duke Energy in Q4 2020 and held it in 12 quarters.
  • Longfellow Investment Management's Duke Energy position peaked at $1.14M in Q4 2020.
  • 2,264 funds tracked by Wall St. Rank held Duke Energy as of Q1 2025.

Based on Longfellow Investment Management's 13F filing for Q1 2025, filed 12 May 2025.