Sierra Ocean’s Duke Energy DUK Stock Holding History

Sierra Ocean’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	-273	Closed	-$32.3K	–	303
2025 Q2	$32.3K	Sell	273 -152	-36%	-$17.9K	0.02%	248
2025 Q1	$51.9K	Buy	425 +135	+47%	+$15.4K	0.04%	170
2024 Q4	$31.3K	Buy	+290	New	+$32.9K	0.03%	233

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

Sierra Ocean's DUK Position: Q3 2025 in Review

Sierra Ocean sold out of Duke Energy (DUK) in Q3 2025, closing a stake of 273 shares — an estimated $32.3K sold.

Sierra Ocean first reported a position in DUK in Q4 2024 and held it in 3 quarters. The position peaked at $51.9K in Q1 2025. 2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

Sierra Ocean reported no remaining Duke Energy position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 273 Duke Energy shares in Q3 2025, an estimated $32.3K.
Sierra Ocean first reported a position in Duke Energy in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Duke Energy position peaked at $51.9K in Q1 2025.
2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.