OPPS
DUK icon

Obsidian Personal Planning Solutions’s Duke Energy DUK Stock Holding History

Obsidian Personal Planning Solutions’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
Q3 		$268K Hold
2,154
– – 0.09% 88
2025
Q2 		$254K Hold
2,154
– – 0.1% 86
2025
Q1 		$263K Hold
2,154
– – 0.12% 77
2024
Q4 		$241K Hold
2,154
– – 0.12% 88
2024
Q3 		$248K Sell
2,154
-346
-14% -$38.5K 0.13% 74
2024
Q2 		$251K Buy
2,500
+13
+0.5% +$1.3K 0.15% 72
2024
Q1 		$244K Sell
2,487
-333
-12% -$31.6K 0.16% 74
2023
Q4 		$274K Hold
2,820
– – 0.21% 58
2023
Q3 		$249K Hold
2,820
– – 0.21% 59
2023
Q2 		$253K Buy
+2,820
New +$266K 0.31% 56

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 $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Obsidian Personal Planning Solutions's DUK Position: Q3 2025 in Review

Obsidian Personal Planning Solutions held its Duke Energy (DUK) position steady in Q3 2025 at 2,154 shares worth $268K. The position accounts for 0.09% of the portfolio, ranked #88.

Obsidian Personal Planning Solutions first reported a position in DUK in Q2 2023 and has held it in 10 quarters since. The position peaked at $274K in Q4 2023. 2,334 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • Obsidian Personal Planning Solutions held 2,154 shares of Duke Energy worth $268K as of Q3 2025.
  • Obsidian Personal Planning Solutions left its Duke Energy share count unchanged in Q3 2025.
  • Duke Energy made up 0.09% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #88 holding.
  • Obsidian Personal Planning Solutions first reported a position in Duke Energy in Q2 2023 and has held it in 10 quarters since.
  • Obsidian Personal Planning Solutions's Duke Energy position peaked at $274K in Q4 2023.
  • 2,334 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.