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Passumpsic Savings Bank’s Duke Energy DUK Stock Holding History

Passumpsic Savings Bank’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 		$698K Buy
+5,955
New +$727K 0.38% 56
2024
Q4 		$627K Buy
5,818
+79
+1% +$8.95K 0.39% 59
2024
Q3 		$662K Buy
5,739
+4
+0.1% +$445 0.43% 57
2024
Q2 		$575K Buy
+5,735
New +$574K 0.41% 55

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

Passumpsic Savings Bank's DUK Position: Q4 2025 in Review

Passumpsic Savings Bank opened a new position in Duke Energy (DUK) in Q4 2025: 5,955 shares worth $698K. The stake represents 0.38% of the portfolio and ranks #56 among its holdings. This is a return to the name: Passumpsic Savings Bank previously reported a position in DUK as recently as Q4 2024.

Passumpsic Savings Bank first reported a position in DUK in Q2 2024 and has held it in 4 quarters since. 2,402 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • Passumpsic Savings Bank held 5,955 shares of Duke Energy worth $698K as of Q4 2025.
  • Duke Energy was a new Passumpsic Savings Bank position in Q4 2025.
  • Duke Energy made up 0.38% of Passumpsic Savings Bank's portfolio in Q4 2025, its #56 holding.
  • Passumpsic Savings Bank first reported a position in Duke Energy in Q2 2024 and has held it in 4 quarters since.
  • 2,402 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Passumpsic Savings Bank's 13F filing for Q4 2025, filed 5 Feb 2026.