MPM
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Meritage Portfolio Management’s Duke Energy DUK Stock Holding History

Meritage Portfolio 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
Q4 		$4.02M Buy
+34,277
New +$4.19M 0.27% 116
2018
Q4 		– Sell
-63,288
Closed -$5.06M – 178
2018
Q3 		$5.06M Buy
+63,288
New +$5.12M 0.46% 94

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 $1.88T AUM 44.46% 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 $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Meritage Portfolio Management's DUK Position: Q4 2025 in Review

Meritage Portfolio Management opened a new position in Duke Energy (DUK) in Q4 2025: 34,277 shares worth $4.02M. The stake represents 0.27% of the portfolio and ranks #116 among its holdings. This is a return to the name: Meritage Portfolio Management previously reported a position in DUK as recently as Q3 2018.

Meritage Portfolio Management first reported a position in DUK in Q3 2018 and has held it in 2 quarters since. The position peaked at $5.06M in Q3 2018. 2,404 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • Meritage Portfolio Management held 34,277 shares of Duke Energy worth $4.02M as of Q4 2025.
  • Duke Energy was a new Meritage Portfolio Management position in Q4 2025.
  • Duke Energy made up 0.27% of Meritage Portfolio Management's portfolio in Q4 2025, its #116 holding.
  • Meritage Portfolio Management first reported a position in Duke Energy in Q3 2018 and has held it in 2 quarters since.
  • Meritage Portfolio Management's Duke Energy position peaked at $5.06M in Q3 2018.
  • 2,404 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.