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Nalls Sherbakoff Group’s Duke Energy DUK Stock Holding History

Nalls Sherbakoff Group’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 		$363K Buy
3,097
+286
+10% +$34.9K 0.26% 59
2025
Q3 		$348K Buy
2,811
+16
+0.6% +$1.94K 0.23% 64
2025
Q2 		$330K Buy
2,795
+17
+0.6% +$2.01K 0.24% 68
2025
Q1 		$339K Buy
+2,778
New +$317K 0.28% 61
2023
Q4 		$278K Buy
2,866
+19
+0.7% +$1.73K 0.25% 60
2023
Q3 		$251K Buy
2,847
+131
+5% +$12K 0.24% 57
2023
Q2 		$243K Sell
2,716
-50
-2% -$4.72K 0.24% 60
2023
Q1 		$266K Buy
+2,766
New +$273K 0.26% 55
2018
Q4 		$228K Buy
+2,640
New +$225K 0.36% 46

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

Nalls Sherbakoff Group's DUK Position: Q4 2025 in Review

Nalls Sherbakoff Group increased its Duke Energy (DUK) stake by 10% in Q4 2025, buying an estimated $34.9K and bringing the position to 3,097 shares worth $363K. The position accounts for 0.26% of the portfolio, ranked #59.

Nalls Sherbakoff Group first reported a position in DUK in Q4 2018 and has held it in 9 quarters since. 2,398 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • Nalls Sherbakoff Group held 3,097 shares of Duke Energy worth $363K as of Q4 2025.
  • Nalls Sherbakoff Group bought 286 Duke Energy shares in Q4 2025, an estimated $34.9K.
  • Duke Energy made up 0.26% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #59 holding.
  • Nalls Sherbakoff Group first reported a position in Duke Energy in Q4 2018 and has held it in 9 quarters since.
  • 2,398 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.