Sanders Morris Harris’s Duke Energy DUK Stock Holding History

Sanders Morris Harris’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 Q3	–	Sell	-2,250	Closed	-$266K	–	316
2025 Q2	$266K	Hold	2,250	–	–	0.06%	112
2025 Q1	$274K	Hold	2,250	–	–	0.04%	219
2024 Q4	$244K	Sell	2,250 -400	-15%	-$45.3K	0.04%	246
2024 Q3	$306K	Hold	2,650	–	–	0.05%	210
2024 Q2	$266K	Hold	2,650	–	–	0.04%	226
2024 Q1	$256K	Buy	+2,650	New	+$251K	0.05%	223
2023 Q4	–	Sell	-2,650	Closed	-$234K	–	187
2023 Q3	$234K	Hold	2,650	–	–	0.05%	217
2023 Q2	$238K	Hold	2,650	–	–	0.05%	214
2023 Q1	$256K	Hold	2,650	–	–	0.09%	107
2022 Q4	$273K	Hold	2,650	–	–	0.1%	162
2022 Q3	$247K	Hold	2,650	–	–	0.06%	226
2022 Q2	$284K	Hold	2,650	–	–	0.06%	220
2022 Q1	$296K	Hold	2,650	–	–	0.06%	228
2021 Q4	$278K	Hold	2,650	–	–	0.05%	241
2021 Q3	$258K	Hold	2,650	–	–	0.05%	250
2021 Q2	$261K	Sell	2,650 -492	-16%	-$49.4K	0.05%	256
2021 Q1	$303K	Buy	3,142 +492	+19%	+$44.9K	0.06%	227
2020 Q4	$243K	Sell	2,650 -100	-4%	-$9.25K	0.06%	239
2020 Q3	$243K	Hold	2,750	–	–	0.07%	222
2020 Q2	$220K	Buy	+2,750	New	+$232K	0.11%	105
2016 Q2	–	Sell	-3,606	Closed	-$292K	–	262
2016 Q1	$292K	Buy	+3,606	New	+$273K	0.05%	247

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 $298B AUM 21.96% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sanders Morris Harris's DUK Position: Q3 2025 in Review

Sanders Morris Harris sold out of Duke Energy (DUK) in Q3 2025, closing a stake of 2,250 shares — an estimated $266K sold.

Sanders Morris Harris first reported a position in DUK in Q1 2016 and held it in 21 quarters. The position peaked at $306K in Q3 2024. 2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

Sanders Morris Harris reported no remaining Duke Energy position as of Q3 2025 after selling out during the quarter.
Sanders Morris Harris sold 2,250 Duke Energy shares in Q3 2025, an estimated $266K.
Sanders Morris Harris first reported a position in Duke Energy in Q1 2016 and held it in 21 quarters.
Sanders Morris Harris's Duke Energy position peaked at $306K in Q3 2024.
2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on Sanders Morris Harris's 13F filing for Q3 2025, filed 7 Oct 2025.