Pring Turner Capital Group’s Duke Energy DUK Stock Holding History

Pring Turner Capital Group’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 Q2	–	Sell	-2,107	Closed	-$257K	–	68
2025 Q1	$257K	Buy	2,107 +173	+9%	+$19.7K	0.16%	57
2024 Q4	$208K	Hold	1,934	–	–	0.14%	65
2024 Q3	$223K	Buy	+1,934	New	+$215K	0.14%	64
2023 Q1	–	Sell	-1,991	Closed	-$205K	–	61
2022 Q4	$205K	Buy	+1,991	New	+$191K	0.22%	58
2022 Q3	–	Sell	-1,991	Closed	-$213K	–	56
2022 Q2	$213K	Hold	1,991	–	–	0.2%	53
2022 Q1	$222K	Sell	1,991 -27	-1%	-$2.8K	0.17%	57
2021 Q4	$212K	Buy	+2,018	New	+$205K	0.19%	56
2014 Q1	–	Sell	-2,142	Closed	-$148K	–	79
2013 Q4	$148K	Buy	+2,142	New	+$150K	0.15%	50

Other funds holding DUK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Pring Turner Capital Group's DUK Position: Q2 2025 in Review

Pring Turner Capital Group sold out of Duke Energy (DUK) in Q2 2025, closing a stake of 2,107 shares — an estimated $257K sold.

Pring Turner Capital Group first reported a position in DUK in Q4 2013 and held it in 8 quarters. The position peaked at $257K in Q1 2025. 2,277 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

Pring Turner Capital Group reported no remaining Duke Energy position as of Q2 2025 after selling out during the quarter.
Pring Turner Capital Group sold 2,107 Duke Energy shares in Q2 2025, an estimated $257K.
Pring Turner Capital Group first reported a position in Duke Energy in Q4 2013 and held it in 8 quarters.
Pring Turner Capital Group's Duke Energy position peaked at $257K in Q1 2025.
2,277 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on Pring Turner Capital Group's 13F filing for Q2 2025, filed 12 Aug 2025.