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Mill Creek Capital Advisors’s Duke Energy DUK Stock Holding History

Mill Creek Capital Advisors’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
-1,854
Closed -$229K – 260
2025
Q3 		$229K Buy
1,854
+82
+5% +$9.95K ﹤0.01% 252
2025
Q2 		$209K Sell
1,772
-235
-12% -$27.7K ﹤0.01% 252
2025
Q1 		$245K Buy
+2,007
New +$229K 0.01% 234

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

Mill Creek Capital Advisors's DUK Position: Q4 2025 in Review

Mill Creek Capital Advisors sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 1,854 shares — an estimated $229K sold.

Mill Creek Capital Advisors first reported a position in DUK in Q1 2025 and held it in 3 quarters. The position peaked at $245K in Q1 2025. 2,402 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • Mill Creek Capital Advisors reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
  • Mill Creek Capital Advisors sold 1,854 Duke Energy shares in Q4 2025, an estimated $229K.
  • Mill Creek Capital Advisors first reported a position in Duke Energy in Q1 2025 and held it in 3 quarters.
  • Mill Creek Capital Advisors's Duke Energy position peaked at $245K in Q1 2025.
  • 2,402 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Mill Creek Capital Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.