P
DUK icon

Pitcairn’s Duke Energy DUK Stock Holding History

Pitcairn’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
-5,598
Closed -$693K – 163
2025
Q3 		$693K Sell
5,598
-397
-7% -$48.2K 0.05% 281
2025
Q2 		$707K Sell
5,995
-7,352
-55% -$868K 0.05% 326
2025
Q1 		$1.63M Buy
13,347
+7,395
+124% +$843K 0.1% 182
2024
Q4 		$641K Sell
5,952
-68
-1% -$7.7K 0.04% 350
2024
Q3 		$694K Sell
6,020
-992
-14% -$110K 0.04% 339
2024
Q2 		$703K Buy
7,012
+85
+1% +$8.5K 0.04% 338
2024
Q1 		$670K Buy
6,927
+377
+6% +$35.8K 0.04% 343
2023
Q4 		$636K Buy
6,550
+1,889
+41% +$172K 0.05% 330
2023
Q3 		$411K Buy
4,661
+1,141
+32% +$105K 0.03% 423
2023
Q2 		$316K Sell
3,520
-204
-5% -$19.3K 0.03% 498
2023
Q1 		$359K Buy
3,724
+465
+14% +$45.9K 0.03% 447
2022
Q4 		$336K Buy
3,259
+145
+5% +$13.9K 0.03% 433
2022
Q3 		$290K Buy
3,114
+33
+1% +$3.54K 0.03% 445
2022
Q2 		$330K Buy
3,081
+73
+2% +$8.03K 0.03% 410
2022
Q1 		$336K Sell
3,008
-165
-5% -$17.1K 0.03% 474
2021
Q4 		$333K Sell
3,173
-261
-8% -$26.5K 0.02% 487
2021
Q3 		$335K Buy
3,434
+65
+2% +$6.73K 0.02% 461
2021
Q2 		$333K Sell
3,369
-15
-0.4% -$1.51K 0.02% 470
2021
Q1 		$326K Buy
3,384
+1,096
+48% +$100K 0.02% 461
2020
Q4 		$210K Buy
+2,288
New +$212K 0.02% 540
2020
Q3 		– Sell
-2,900
Closed -$231K – 520
2020
Q2 		$231K Sell
2,900
-322
-10% -$27.2K 0.02% 423
2020
Q1 		$260K Sell
3,222
-60
-2% -$5.51K 0.03% 330
2019
Q4 		$299K Sell
3,282
-146
-4% -$13.4K 0.03% 398
2019
Q3 		$328K Buy
3,428
+123
+4% +$11.2K 0.03% 347
2019
Q2 		$292K Sell
3,305
-508
-13% -$44.9K 0.03% 401
2019
Q1 		$343K Buy
3,813
+350
+10% +$30.9K 0.04% 311
2018
Q4 		$299K Buy
3,463
+880
+34% +$74.9K 0.03% 304
2018
Q3 		$207K Sell
2,583
-84
-3% -$6.79K 0.02% 511
2018
Q2 		$211K Buy
+2,667
New +$205K 0.02% 512
2018
Q1 		– Sell
-3,013
Closed -$254K – 533
2017
Q4 		$254K Buy
3,013
+189
+7% +$16.5K 0.03% 428
2017
Q3 		$237K Sell
2,824
-178
-6% -$15.2K 0.03% 425
2017
Q2 		$251K Sell
3,002
-160
-5% -$13.4K 0.03% 383
2017
Q1 		$259K Sell
3,162
-109
-3% -$8.66K 0.03% 404
2016
Q4 		$254K Sell
3,271
-215
-6% -$16.5K 0.03% 416
2016
Q3 		$279K Buy
3,486
+63
+2% +$5.22K 0.03% 394
2016
Q2 		$294K Sell
3,423
-35
-1% -$2.8K 0.04% 344
2016
Q1 		$279K Buy
3,458
+183
+6% +$13.8K 0.04% 355
2015
Q4 		$234K Buy
3,275
+72
+2% +$5.06K 0.03% 391
2015
Q3 		$231K Sell
3,203
-188
-6% -$13.6K 0.03% 363
2015
Q2 		$240K Sell
3,391
-323
-9% -$24.4K 0.03% 407
2015
Q1 		$285K Buy
3,714
+1
+0% +$81 0.03% 386
2014
Q4 		$310K Buy
3,713
+175
+5% +$14.1K 0.03% 362
2014
Q3 		$265K Sell
3,538
-67
-2% -$4.89K 0.03% 399
2014
Q2 		$268K Sell
3,605
-523
-13% -$37.6K 0.03% 386
2014
Q1 		$294K Sell
4,128
-450
-10% -$31.4K 0.03% 367
2013
Q4 		$316K Sell
4,578
-2
-0% -$140 0.03% 361
2013
Q3 		$306K Sell
4,580
-183
-4% -$12.5K 0.04% 356
2013
Q2 		$322K Buy
+4,763
New +$337K 0.04% 335

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Pitcairn's DUK Position: Q4 2025 in Review

Pitcairn sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 5,598 shares — an estimated $693K sold.

Pitcairn first reported a position in DUK in Q2 2013 and held it in 48 quarters. The position peaked at $1.63M in Q1 2025. 2,397 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • Pitcairn reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
  • Pitcairn sold 5,598 Duke Energy shares in Q4 2025, an estimated $693K.
  • Pitcairn first reported a position in Duke Energy in Q2 2013 and held it in 48 quarters.
  • Pitcairn's Duke Energy position peaked at $1.63M in Q1 2025.
  • 2,397 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Pitcairn's 13F filing for Q4 2025.