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Painted Porch Advisors’s Duke Energy DUK Stock Holding History

Painted Porch Advisors’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 		– Sell
-739
Closed -$91.5K – 162
2025
Q3 		$91.5K Hold
739
– – 0.03% 118
2025
Q2 		$87.2K Sell
739
-50
-6% -$5.9K 0.04% 112
2025
Q1 		$96.2K Sell
789
-240
-23% -$27.4K 0.04% 112
2024
Q4 		$111K Buy
1,029
+73
+8% +$8.27K 0.05% 106
2024
Q3 		$110K Buy
956
+91
+11% +$10.1K 0.06% 91
2024
Q2 		$86.7K Buy
+865
New +$86.5K 0.05% 96

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Painted Porch Advisors's DUK Position: Q4 2025 in Review

Painted Porch Advisors sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 739 shares — an estimated $91.5K sold.

Painted Porch Advisors first reported a position in DUK in Q2 2024 and held it in 6 quarters. The position peaked at $111K in Q4 2024. 2,402 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • Painted Porch Advisors reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
  • Painted Porch Advisors sold 739 Duke Energy shares in Q4 2025, an estimated $91.5K.
  • Painted Porch Advisors first reported a position in Duke Energy in Q2 2024 and held it in 6 quarters.
  • Painted Porch Advisors's Duke Energy position peaked at $111K in Q4 2024.
  • 2,402 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Painted Porch Advisors's 13F filing for Q4 2025, filed 19 Mar 2026.