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New Millennium Group’s Duke Energy DUK Stock Holding History

New Millennium 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 		$70.8K Sell
604
-173
-22% -$21.1K 0.03% 112
2025
Q3 		$96.2K Sell
777
-251
-24% -$30.5K 0.04% 80
2025
Q2 		$121K Sell
1,028
-72
-7% -$8.5K 0.07% 64
2025
Q1 		$134K Buy
1,100
+3
+0.3% +$342 0.09% 56
2024
Q4 		$118K Buy
1,097
+9
+0.8% +$1.02K 0.07% 67
2024
Q3 		$126K Hold
1,088
– – 0.08% 66
2024
Q2 		$109K Sell
1,088
-2,080
-66% -$208K 0.07% 74
2024
Q1 		$306K Buy
3,168
+2,039
+181% +$193K 0.23% 60
2023
Q4 		$110K Buy
1,129
+10
+0.9% +$910 0.1% 73
2023
Q3 		$98.8K Sell
1,119
-139
-11% -$12.7K 0.09% 56
2023
Q2 		$113K Sell
1,258
-141
-10% -$13.3K 0.1% 57
2023
Q1 		$135K Buy
1,399
+10
+0.7% +$988 0.14% 61
2022
Q4 		$143K Sell
1,389
-97
-7% -$9.31K 0.15% 61
2022
Q3 		$139K Buy
1,486
+9
+0.6% +$967 0.15% 61
2022
Q2 		$159K Buy
+1,477
New +$162K 0.16% 54

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

New Millennium Group's DUK Position: Q4 2025 in Review

New Millennium Group reduced its Duke Energy (DUK) stake by 22% in Q4 2025, selling an estimated $21.1K and leaving 604 shares worth $70.8K. The position accounts for 0.03% of the portfolio, ranked #112.

New Millennium Group first reported a position in DUK in Q2 2022 and has held it in 15 quarters since. The position peaked at $306K in Q1 2024. 2,397 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • New Millennium Group held 604 shares of Duke Energy worth $70.8K as of Q4 2025.
  • New Millennium Group sold 173 Duke Energy shares in Q4 2025, an estimated $21.1K.
  • Duke Energy made up 0.03% of New Millennium Group's portfolio in Q4 2025, its #112 holding.
  • New Millennium Group first reported a position in Duke Energy in Q2 2022 and has held it in 15 quarters since.
  • New Millennium Group's Duke Energy position peaked at $306K in Q1 2024.
  • 2,397 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.