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O'Dell Group’s Duke Energy DUK Stock Holding History

O'Dell 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
Q1 		– Sell
-2,069
Closed -$223K – 50
2024
Q4 		$223K Buy
2,069
+62
+3% +$7.02K 0.05% 95
2024
Q3 		$231K Buy
+2,007
New +$223K 0.05% 86
2024
Q1 		– Sell
-283
Closed -$27.5K – 189
2023
Q4 		$27.5K Buy
+283
New +$25.7K 0.01% 264
2023
Q3 		– Sell
-83
Closed -$7.45K – 171
2023
Q2 		$7.45K Buy
+83
New +$7.83K ﹤0.01% 365
2022
Q4 		– Sell
-83
Closed -$8K – 158
2022
Q3 		$8K Hold
83
– – ﹤0.01% 301
2022
Q2 		$9K Hold
83
– – ﹤0.01% 283
2022
Q1 		$9K Hold
83
– – ﹤0.01% 320
2021
Q4 		$9K Sell
83
-10
-11% -$1.01K ﹤0.01% 311
2021
Q3 		$9K Buy
+93
New +$9.63K ﹤0.01% 303

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

O'Dell Group's DUK Position: Q1 2025 in Review

O'Dell Group sold out of Duke Energy (DUK) in Q1 2025, closing a stake of 2,069 shares — an estimated $223K sold.

O'Dell Group first reported a position in DUK in Q3 2021 and held it in 9 quarters. The position peaked at $231K in Q3 2024. 2,268 funds tracked by Wall St. Rank hold DUK as of Q1 2025.

  • O'Dell Group reported no remaining Duke Energy position as of Q1 2025 after selling out during the quarter.
  • O'Dell Group sold 2,069 Duke Energy shares in Q1 2025, an estimated $223K.
  • O'Dell Group first reported a position in Duke Energy in Q3 2021 and held it in 9 quarters.
  • O'Dell Group's Duke Energy position peaked at $231K in Q3 2024.
  • 2,268 funds tracked by Wall St. Rank held Duke Energy as of Q1 2025.

Based on O'Dell Group's 13F filing for Q1 2025, filed 21 Apr 2025.