Perritt Capital Management’s Duke Energy DUK Stock Holding History

Perritt Capital Management’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	-209	Closed	-$25.9K	–	136
2025 Q3	$25.9K	Hold	209	–	–	0.01%	220
2025 Q2	$24.7K	Hold	209	–	–	0.01%	234
2025 Q1	$25.5K	Sell	209 -33	-14%	-$3.76K	0.01%	235
2024 Q4	$26.1K	Buy	242 +35	+17%	+$3.96K	0.01%	235
2024 Q3	$23.9K	Buy	207 +2	+1%	+$223	0.01%	240
2024 Q2	$20.6K	Buy	205 +2	+1%	+$200	0.01%	258
2024 Q1	$19.7K	Buy	203 +2	+1%	+$190	0.01%	258
2023 Q4	$19.5K	Buy	201 +2	+1%	+$182	0.01%	255
2023 Q3	$17.6K	Hold	199	–	–	0.01%	253
2023 Q2	$17.9K	Hold	199	–	–	0.01%	256
2023 Q1	$19.2K	Hold	199	–	–	0.01%	250
2022 Q4	$20.5K	Buy	+199	New	+$19.1K	0.01%	256

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Perritt Capital Management's DUK Position: Q4 2025 in Review

Perritt Capital Management sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 209 shares — an estimated $25.9K sold.

Perritt Capital Management first reported a position in DUK in Q4 2022 and held it in 12 quarters. The position peaked at $26.1K in Q4 2024. 2,402 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

Perritt Capital Management reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
Perritt Capital Management sold 209 Duke Energy shares in Q4 2025, an estimated $25.9K.
Perritt Capital Management first reported a position in Duke Energy in Q4 2022 and held it in 12 quarters.
Perritt Capital Management's Duke Energy position peaked at $26.1K in Q4 2024.
2,402 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Perritt Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.