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Rise Advisors’s Duke Energy DUK Stock Holding History

Rise Advisors’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
-784
Closed -$97K – 486
2025
Q3 		$97K Sell
784
-2
-0.3% -$243 0.03% 163
2025
Q2 		$92.8K Buy
786
+51
+7% +$6.02K 0.04% 160
2025
Q1 		$89.7K Buy
735
+300
+69% +$34.2K 0.04% 155
2024
Q4 		$46.9K Buy
435
+4
+0.9% +$453 0.02% 240
2024
Q3 		$49.7K Buy
431
+4
+0.9% +$445 0.02% 243
2024
Q2 		$42.8K Buy
427
+4
+0.9% +$400 0.02% 258
2024
Q1 		$40.9K Buy
+423
New +$40.1K 0.02% 267
2023
Q4 		– Sell
-132
Closed -$11.7K – 631
2023
Q3 		$11.7K Buy
132
+1
+0.8% +$92 0.01% 304
2023
Q2 		$11.8K Sell
131
-91
-41% -$8.59K 0.01% 314
2023
Q1 		$21.4K Buy
222
+94
+73% +$9.29K 0.02% 242
2022
Q4 		$13.2K Buy
128
+1
+0.8% +$96 0.01% 307
2022
Q3 		$12K Buy
127
+1
+0.8% +$107 0.01% 307
2022
Q2 		$13K Sell
126
-28
-18% -$3.08K 0.01% 295
2022
Q1 		$17K Buy
154
+1
+0.7% +$104 0.02% 262
2021
Q4 		$16K Buy
+153
New +$15.5K 0.02% 271

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

Rise Advisors's DUK Position: Q4 2025 in Review

Rise Advisors sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 784 shares — an estimated $97K sold.

Rise Advisors first reported a position in DUK in Q4 2021 and held it in 15 quarters. The position peaked at $97K in Q3 2025. 2,402 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • Rise Advisors reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 784 Duke Energy shares in Q4 2025, an estimated $97K.
  • Rise Advisors first reported a position in Duke Energy in Q4 2021 and held it in 15 quarters.
  • Rise Advisors's Duke Energy position peaked at $97K in Q3 2025.
  • 2,402 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.