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Proffitt & Goodson’s Duke Energy DUK Stock Holding History

Proffitt & Goodson’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
-162
Closed -$20K – 341
2025
Q3 		$20K Buy
162
+2
+1% +$243 ﹤0.01% 208
2025
Q2 		$18.9K Buy
+160
New +$18.9K ﹤0.01% 196
2021
Q4 		– Sell
-78
Closed -$8K – 255
2021
Q3 		$8K Hold
78
– – ﹤0.01% 209
2021
Q2 		$8K Hold
78
– – ﹤0.01% 223
2021
Q1 		$8K Hold
78
– – ﹤0.01% 220
2020
Q4 		$7K Hold
78
– – ﹤0.01% 214
2020
Q3 		$7K Hold
78
– – ﹤0.01% 207
2020
Q2 		$6K Hold
78
– – ﹤0.01% 222
2020
Q1 		$6K Buy
+78
New +$7.16K ﹤0.01% 169

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

Proffitt & Goodson's DUK Position: Q4 2025 in Review

Proffitt & Goodson sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 162 shares — an estimated $20K sold.

Proffitt & Goodson first reported a position in DUK in Q1 2020 and held it in 9 quarters. The position peaked at $20K in Q3 2025. 2,404 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • Proffitt & Goodson reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
  • Proffitt & Goodson sold 162 Duke Energy shares in Q4 2025, an estimated $20K.
  • Proffitt & Goodson first reported a position in Duke Energy in Q1 2020 and held it in 9 quarters.
  • Proffitt & Goodson's Duke Energy position peaked at $20K in Q3 2025.
  • 2,404 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Proffitt & Goodson's 13F filing for Q4 2025, filed 27 Jan 2026.