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MBB Public Markets’s Duke Energy DUK Stock Holding History

MBB Public Markets’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
Q3 		– Sell
-2,166
Closed -$256K – 169
2025
Q2 		$256K Sell
2,166
-485
-18% -$57.2K 0.02% 316
2025
Q1 		$323K Buy
+2,651
New +$302K 0.04% 179
2024
Q4 		– Sell
-2,880
Closed -$332K – 224
2024
Q3 		$332K Sell
2,880
-53,015
-95% -$5.9M 0.02% 291
2024
Q2 		$5.6M Buy
+55,895
New +$5.59M 0.11% 152
2022
Q1 		– Sell
-4,389
Closed -$460K – 194
2021
Q4 		$460K Buy
+4,389
New +$445K 0.01% 242

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

MBB Public Markets's DUK Position: Q3 2025 in Review

MBB Public Markets sold out of Duke Energy (DUK) in Q3 2025, closing a stake of 2,166 shares — an estimated $256K sold.

MBB Public Markets first reported a position in DUK in Q4 2021 and held it in 5 quarters. The position peaked at $5.6M in Q2 2024. 2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • MBB Public Markets reported no remaining Duke Energy position as of Q3 2025 after selling out during the quarter.
  • MBB Public Markets sold 2,166 Duke Energy shares in Q3 2025, an estimated $256K.
  • MBB Public Markets first reported a position in Duke Energy in Q4 2021 and held it in 5 quarters.
  • MBB Public Markets's Duke Energy position peaked at $5.6M in Q2 2024.
  • 2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on MBB Public Markets's 13F filing for Q3 2025, filed 14 Nov 2025.