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Running Point Capital Advisors’s Duke Energy DUK Stock Holding History

Running Point Capital 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
Q2 		– Sell
-1,657
Closed -$202K – 185
2025
Q1 		$202K Buy
+1,657
New +$189K 0.06% 114

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Running Point Capital Advisors's DUK Position: Q2 2025 in Review

Running Point Capital Advisors sold out of Duke Energy (DUK) in Q2 2025, closing a stake of 1,657 shares — an estimated $202K sold.

Running Point Capital Advisors first reported a position in DUK in Q1 2025 and held it in 1 quarter. The position peaked at $202K in Q1 2025. 2,277 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

  • Running Point Capital Advisors reported no remaining Duke Energy position as of Q2 2025 after selling out during the quarter.
  • Running Point Capital Advisors sold 1,657 Duke Energy shares in Q2 2025, an estimated $202K.
  • Running Point Capital Advisors first reported a position in Duke Energy in Q1 2025 and held it in 1 quarter.
  • Running Point Capital Advisors's Duke Energy position peaked at $202K in Q1 2025.
  • 2,277 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on Running Point Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.