ODG
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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 $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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return