OPS
DUK icon

Orion Portfolio Solutions’s Duke Energy DUK Stock Holding History

Orion Portfolio 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
Q1 		$19.2M Buy
157,534
+4,270
+3% +$487K 0.19% 107
2024
Q4 		$16.5M Buy
153,264
+1,941
+1% +$220K 0.16% 116
2024
Q3 		$17.4M Sell
151,323
-8,472
-5% -$943K 0.17% 116
2024
Q2 		$16M Buy
159,795
+1,698
+1% +$170K 0.17% 119
2024
Q1 		$15.3M Sell
158,097
-3,263
-2% -$310K 0.16% 128
2023
Q4 		$16M Buy
161,360
+7,053
+5% +$642K 0.19% 111
2023
Q3 		$13.6M Buy
154,307
+15,239
+11% +$1.4M 0.16% 129
2023
Q2 		$12.5M Buy
139,068
+17,605
+14% +$1.66M 0.13% 148
2023
Q1 		$11.7M Buy
121,463
+99,867
+462% +$9.87M 0.14% 139
2022
Q4 		$2.22M Buy
21,596
+3,876
+22% +$372K 0.08% 183
2022
Q3 		$1.65M Buy
17,720
+5,492
+45% +$590K 0.07% 183
2022
Q2 		$1.31M Sell
12,228
-850
-6% -$93.5K 0.05% 204
2022
Q1 		$1.46M Sell
13,078
-1,522
-10% -$158K 0.05% 208
2021
Q4 		$1.53M Buy
14,600
+1,159
+9% +$117K 0.05% 209
2021
Q3 		$1.31M Buy
13,441
+2,433
+22% +$252K 0.05% 215
2021
Q2 		$1.09M Buy
11,008
+654
+6% +$65.7K 0.04% 222
2021
Q1 		$999K Sell
10,354
-39
-0.4% -$3.56K 0.04% 206
2020
Q4 		$952K Sell
10,393
-1,133
-10% -$105K 0.04% 209
2020
Q3 		$1.02M Buy
11,526
+662
+6% +$54.6K 0.05% 183
2020
Q2 		$868K Buy
10,864
+854
+9% +$72.2K 0.05% 178
2020
Q1 		$810K Buy
10,010
+3,257
+48% +$299K 0.06% 148
2019
Q4 		$616K Buy
+6,753
New +$619K 0.05% 180

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $528B AUM 27.57% 1-Year Est. Return