Rappaport Reiches Capital Management’s Duke Energy DUK Stock Holding History

Rappaport Reiches Capital Management’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 Q1	$238K	Buy	+1,953	New	+$223K	0.06%	106
2024 Q4	–	Sell	-1,794	Closed	-$207K	–	110
2024 Q3	$207K	Buy	+1,794	New	+$200K	0.06%	111
2022 Q3	–	Sell	-1,910	Closed	-$205K	–	74
2022 Q2	$205K	Buy	1,910 +105	+6%	+$11.5K	0.1%	72
2022 Q1	$202K	Buy	+1,805	New	+$187K	0.11%	83

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 $315B AUM 27.84% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rappaport Reiches Capital Management's DUK Position: Q1 2025 in Review

Rappaport Reiches Capital Management opened a new position in Duke Energy (DUK) in Q1 2025: 1,953 shares worth $238K. The stake represents 0.06% of the portfolio and ranks #106 among its holdings. This is a return to the name: Rappaport Reiches Capital Management previously reported a position in DUK as recently as Q3 2024.

Rappaport Reiches Capital Management first reported a position in DUK in Q1 2022 and has held it in 4 quarters since. 2,265 funds tracked by Wall St. Rank hold DUK as of Q1 2025.

Rappaport Reiches Capital Management held 1,953 shares of Duke Energy worth $238K as of Q1 2025.
Duke Energy was a new Rappaport Reiches Capital Management position in Q1 2025.
Duke Energy made up 0.06% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #106 holding.
Rappaport Reiches Capital Management first reported a position in Duke Energy in Q1 2022 and has held it in 4 quarters since.
2,265 funds tracked by Wall St. Rank held Duke Energy as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.