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Pineridge Advisors’s Duke Energy DUK Stock Holding History

Pineridge 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
Q3 		$53.5K Buy
432
+47
+12% +$5.7K 0.02% 99
2025
Q2 		$45.4K Buy
385
+4
+1% +$472 0.02% 110
2025
Q1 		$46.5K Buy
381
+3
+0.8% +$342 0.02% 111
2024
Q4 		$40.7K Buy
378
+4
+1% +$453 0.02% 145
2024
Q3 		$43.2K Buy
374
+3
+0.8% +$334 0.02% 147
2024
Q2 		$37.2K Sell
371
-49
-12% -$4.9K 0.01% 162
2024
Q1 		$40.6K Sell
420
-229
-35% -$21.7K 0.01% 152
2023
Q4 		$62.9K Buy
+649
New +$59K 0.02% 144

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pineridge Advisors's DUK Position: Q3 2025 in Review

Pineridge Advisors increased its Duke Energy (DUK) stake by 12% in Q3 2025, buying an estimated $5.7K and bringing the position to 432 shares worth $53.5K. The position accounts for 0.02% of the portfolio, ranked #99.

Pineridge Advisors first reported a position in DUK in Q4 2023 and has held it in 8 quarters since. The position peaked at $62.9K in Q4 2023. 2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • Pineridge Advisors held 432 shares of Duke Energy worth $53.5K as of Q3 2025.
  • Pineridge Advisors bought 47 Duke Energy shares in Q3 2025, an estimated $5.7K.
  • Duke Energy made up 0.02% of Pineridge Advisors's portfolio in Q3 2025, its #99 holding.
  • Pineridge Advisors first reported a position in Duke Energy in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's Duke Energy position peaked at $62.9K in Q4 2023.
  • 2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.