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ORG Partners’s Duke Energy DUK Stock Holding History

ORG Partners’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 		$182K Buy
1,554
+809
+109% +$98.8K 0.03% 348
2025
Q3 		$92.2K Buy
745
+70
+10% +$8.49K 0.02% 482
2025
Q2 		$80.2K Buy
675
+38
+6% +$4.48K 0.02% 465
2025
Q1 		$77.1K Sell
637
-597
-48% -$68.1K 0.02% 424
2024
Q4 		$133K Buy
1,234
+334
+37% +$37.8K 0.02% 379
2024
Q3 		$104K Sell
900
-94
-9% -$10.5K 0.02% 375
2024
Q2 		$99K Buy
994
+765
+334% +$76.5K 0.01% 602
2024
Q1 		$22K Sell
229
-1,071
-82% -$102K 0.04% 211
2023
Q4 		$126K Buy
1,300
+324
+33% +$29.5K 0.02% 364
2023
Q3 		$86.3K Sell
976
-5,281
-84% -$484K 0.03% 430
2023
Q2 		$564K Buy
+6,257
New +$591K 0.09% 196

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

ORG Partners's DUK Position: Q4 2025 in Review

ORG Partners increased its Duke Energy (DUK) stake by 109% in Q4 2025, buying an estimated $98.8K and bringing the position to 1,554 shares worth $182K. The position accounts for 0.03% of the portfolio, ranked #348.

ORG Partners first reported a position in DUK in Q2 2023 and has held it in 11 quarters since. The position peaked at $564K in Q2 2023. 2,397 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • ORG Partners held 1,554 shares of Duke Energy worth $182K as of Q4 2025.
  • ORG Partners bought 809 Duke Energy shares in Q4 2025, an estimated $98.8K.
  • Duke Energy made up 0.03% of ORG Partners's portfolio in Q4 2025, its #348 holding.
  • ORG Partners first reported a position in Duke Energy in Q2 2023 and has held it in 11 quarters since.
  • ORG Partners's Duke Energy position peaked at $564K in Q2 2023.
  • 2,397 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.