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Motiv8 Investments’s Duke Energy DUK Stock Holding History

Motiv8 Investments’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 		$196 Sell
1,670
-154
-8% -$18.8K 0.11% 105
2025
Q3 		$226K Buy
+1,824
New +$221K 0.12% 88

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Motiv8 Investments's DUK Position: Q4 2025 in Review

Motiv8 Investments reduced its Duke Energy (DUK) stake by 8.4% in Q4 2025, selling an estimated $18.8K and leaving 1,670 shares worth $196. The position accounts for 0.11% of the portfolio, ranked #105.

Motiv8 Investments first reported a position in DUK in Q3 2025 and has held it in 2 quarters since. The position peaked at $226K in Q3 2025. 2,398 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • Motiv8 Investments held 1,670 shares of Duke Energy worth $196 as of Q4 2025.
  • Motiv8 Investments sold 154 Duke Energy shares in Q4 2025, an estimated $18.8K.
  • Duke Energy made up 0.11% of Motiv8 Investments's portfolio in Q4 2025, its #105 holding.
  • Motiv8 Investments first reported a position in Duke Energy in Q3 2025 and has held it in 2 quarters since.
  • Motiv8 Investments's Duke Energy position peaked at $226K in Q3 2025.
  • 2,398 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Motiv8 Investments's 13F filing for Q4 2025, filed 13 Feb 2026.