MBA
DUK icon

Maple-Brown Abbott’s Duke Energy DUK Stock Holding History

Maple-Brown Abbott’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 		$80.5M Buy
659,883
+181,143
+38% +$20.6M 5.49% 10
2024
Q4 		$51.6M Sell
478,740
-107,740
-18% -$12.2M 6.29% 9
2024
Q3 		$67.6M Sell
586,480
-130,640
-18% -$14.5M 6.71% 9
2024
Q2 		$71.9M Sell
717,120
-256,040
-26% -$25.6M 7.58% 8
2024
Q1 		$94.1M Sell
973,160
-21,500
-2% -$2.04M 9.63% 7
2023
Q4 		$96.5M Sell
994,660
-76,200
-7% -$6.93M 9.83% 4
2023
Q3 		$94.5M Sell
1,070,860
-68,340
-6% -$6.27M 10.84% 3
2023
Q2 		$102M Buy
1,139,200
+149,850
+15% +$14.1M 11.36% 4
2023
Q1 		$95.4M Sell
989,350
-37,940
-4% -$3.75M 10.86% 4
2022
Q4 		$106M Buy
1,027,290
+137,110
+15% +$13.2M 12.37% 3
2022
Q3 		$82.8M Sell
890,180
-77,720
-8% -$8.35M 10.67% 3
2022
Q2 		$104M Sell
967,900
-476,750
-33% -$52.4M 10.32% 3
2022
Q1 		$161M Sell
1,444,650
-83,150
-5% -$8.64M 11.27% 3
2021
Q4 		$160M Sell
1,527,800
-410,620
-21% -$41.6M 10.69% 4
2021
Q3 		$189M Sell
1,938,420
-51,250
-3% -$5.31M 10.51% 4
2021
Q2 		$196M Sell
1,989,670
-298,840
-13% -$30M 10.6% 4
2021
Q1 		$221M Buy
2,288,510
+354,600
+18% +$32.4M 12.39% 1
2020
Q4 		$177M Buy
1,933,910
+196,690
+11% +$18.2M 11.44% 1
2020
Q3 		$154M Sell
1,737,220
-34,530
-2% -$2.85M 12.08% 1
2020
Q2 		$142M Buy
1,771,750
+318,330
+22% +$26.9M 11.05% 1
2020
Q1 		$118M Buy
+1,453,420
New +$133M 10.52% 2

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

Maple-Brown Abbott's DUK Position: Q1 2025 in Review

Maple-Brown Abbott increased its Duke Energy (DUK) stake by 38% in Q1 2025, buying an estimated $20.6M and bringing the position to 659,883 shares worth $80.5M. The position accounts for 5.49% of the portfolio, ranked #10.

Maple-Brown Abbott first reported a position in DUK in Q1 2020 and has held it in 21 quarters since. The position peaked at $221M in Q1 2021. 2,264 funds tracked by Wall St. Rank hold DUK as of Q1 2025.

  • Maple-Brown Abbott held 659,883 shares of Duke Energy worth $80.5M as of Q1 2025.
  • Maple-Brown Abbott bought 181,143 Duke Energy shares in Q1 2025, an estimated $20.6M.
  • Duke Energy made up 5.49% of Maple-Brown Abbott's portfolio in Q1 2025, its #10 holding.
  • Maple-Brown Abbott first reported a position in Duke Energy in Q1 2020 and has held it in 21 quarters since.
  • Maple-Brown Abbott's Duke Energy position peaked at $221M in Q1 2021.
  • 2,264 funds tracked by Wall St. Rank held Duke Energy as of Q1 2025.

Based on Maple-Brown Abbott's 13F filing for Q1 2025, filed 13 May 2025.