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Sherbrooke Park Advisers’s Duke Energy DUK Stock Holding History

Sherbrooke Park Advisers’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
-1,862
Closed -$227K – 583
2025
Q1 		$227K Sell
1,862
-3,411
-65% -$389K 0.11% 390
2024
Q4 		$568K Sell
5,273
-9,260
-64% -$1.05M 0.18% 174
2024
Q3 		$1.68M Buy
+14,533
New +$1.62M 0.38% 18
2024
Q1 		– Sell
-6,599
Closed -$640K – 876
2023
Q4 		$640K Buy
6,599
+3,955
+150% +$360K 0.3% 117
2023
Q3 		$233K Buy
+2,644
New +$242K 0.07% 364

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

Sherbrooke Park Advisers's DUK Position: Q2 2025 in Review

Sherbrooke Park Advisers sold out of Duke Energy (DUK) in Q2 2025, closing a stake of 1,862 shares — an estimated $227K sold.

Sherbrooke Park Advisers first reported a position in DUK in Q3 2023 and held it in 5 quarters. The position peaked at $1.68M in Q3 2024. 2,276 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

  • Sherbrooke Park Advisers reported no remaining Duke Energy position as of Q2 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 1,862 Duke Energy shares in Q2 2025, an estimated $227K.
  • Sherbrooke Park Advisers first reported a position in Duke Energy in Q3 2023 and held it in 5 quarters.
  • Sherbrooke Park Advisers's Duke Energy position peaked at $1.68M in Q3 2024.
  • 2,276 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q2 2025, filed 14 Aug 2025.