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Ransom Advisory’s Duke Energy DUK Stock Holding History

Ransom Advisory’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 		$1.12M Buy
9,565
+370
+4% +$45.2K 0.44% 49
2025
Q3 		$1.14M Sell
9,195
-642
-7% -$77.9K 0.51% 43
2025
Q2 		$1.16M Sell
9,837
-675
-6% -$79.7K 0.55% 42
2025
Q1 		$1.28M Buy
10,512
+100
+1% +$11.4K 0.63% 40
2024
Q4 		$1.12M Hold
10,412
– – 0.52% 40
2024
Q3 		$1.2M Sell
10,412
-50
-0.5% -$5.57K 0.56% 39
2024
Q2 		$1.05M Hold
10,462
– – 0.53% 41
2024
Q1 		$1.01M Buy
+10,462
New +$993K 0.54% 42

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

Ransom Advisory's DUK Position: Q4 2025 in Review

Ransom Advisory increased its Duke Energy (DUK) stake by 4% in Q4 2025, buying an estimated $45.2K and bringing the position to 9,565 shares worth $1.12M. The position accounts for 0.44% of the portfolio, ranked #49.

Ransom Advisory first reported a position in DUK in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.28M in Q1 2025. 2,398 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • Ransom Advisory held 9,565 shares of Duke Energy worth $1.12M as of Q4 2025.
  • Ransom Advisory bought 370 Duke Energy shares in Q4 2025, an estimated $45.2K.
  • Duke Energy made up 0.44% of Ransom Advisory's portfolio in Q4 2025, its #49 holding.
  • Ransom Advisory first reported a position in Duke Energy in Q1 2024 and has held it in 8 quarters since.
  • Ransom Advisory's Duke Energy position peaked at $1.28M in Q1 2025.
  • 2,398 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.