SFI
DUK icon

SPC Financial Inc’s Duke Energy DUK Stock Holding History

SPC Financial Inc’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 		$1.3M Buy
10,538
+462
+5% +$56.1K 0.1% 100
2025
Q2 		$1.19M Buy
10,076
+101
+1% +$11.9K 0.1% 101
2025
Q1 		$1.22M Buy
9,975
+127
+1% +$14.5K 0.11% 99
2024
Q4 		$1.06M Buy
9,848
+1,501
+18% +$170K 0.09% 106
2024
Q3 		$962K Sell
8,347
-91
-1% -$10.1K 0.08% 112
2024
Q2 		$846K Buy
8,438
+161
+2% +$16.1K 0.08% 110
2024
Q1 		$800K Sell
8,277
-47
-0.6% -$4.46K 0.08% 117
2023
Q4 		$808K Buy
8,324
+938
+13% +$85.3K 0.08% 108
2023
Q3 		$652K Buy
7,386
+559
+8% +$51.3K 0.07% 118
2023
Q2 		$613K Buy
6,827
+351
+5% +$33.1K 0.07% 123
2023
Q1 		$625K Buy
6,476
+202
+3% +$20K 0.07% 117
2022
Q4 		$646K Sell
6,274
-1,655
-21% -$159K 0.08% 114
2022
Q3 		$738K Buy
7,929
+191
+2% +$20.5K 0.09% 96
2022
Q2 		$830K Buy
7,738
+1,551
+25% +$171K 0.1% 88
2022
Q1 		$691K Buy
6,187
+216
+4% +$22.4K 0.08% 104
2021
Q4 		$626K Sell
5,971
-200
-3% -$20.3K 0.07% 106
2021
Q3 		$602K Sell
6,171
-233
-4% -$24.1K 0.07% 97
2021
Q2 		$632K Buy
6,404
+547
+9% +$55K 0.08% 91
2021
Q1 		$565K Buy
5,857
+184
+3% +$16.8K 0.07% 95
2020
Q4 		$519K Sell
5,673
-346
-6% -$32K 0.07% 101
2020
Q3 		$533K Buy
6,019
+160
+3% +$13.2K 0.09% 94
2020
Q2 		$468K Hold
5,859
– – 0.1% 89
2020
Q1 		$474K Buy
5,859
+1,075
+22% +$98.7K 0.12% 89
2019
Q4 		$436K Buy
4,784
+400
+9% +$36.7K 0.08% 97
2019
Q3 		$420K Buy
4,384
+118
+3% +$10.7K 0.09% 92
2019
Q2 		$376K Hold
4,266
– – 0.08% 102
2019
Q1 		$384K Sell
4,266
-100
-2% -$8.82K 0.08% 99
2018
Q4 		$377K Buy
4,366
+241
+6% +$20.5K 0.1% 90
2018
Q3 		$330K Hold
4,125
– – 0.07% 106
2018
Q2 		$326K Sell
4,125
-875
-18% -$67.3K 0.07% 106
2018
Q1 		$387K Buy
5,000
+1,130
+29% +$87.3K 0.09% 96
2017
Q4 		$326K Buy
3,870
+170
+5% +$14.8K 0.08% 96
2017
Q3 		$311K Sell
3,700
-100
-3% -$8.56K 0.08% 93
2017
Q2 		$318K Sell
3,800
-50
-1% -$4.2K 0.08% 87
2017
Q1 		$316K Buy
3,850
+400
+12% +$31.8K 0.09% 91
2016
Q4 		$268K Sell
3,450
-1,400
-29% -$107K 0.08% 96
2016
Q3 		$388K Hold
4,850
– – 0.12% 92
2016
Q2 		$416K Sell
4,850
-400
-8% -$32K 0.15% 88
2016
Q1 		$424K Buy
5,250
+300
+6% +$22.7K 0.16% 81
2015
Q4 		$353K Buy
4,950
+1,435
+41% +$101K 0.14% 86
2015
Q3 		$253K Buy
+3,515
New +$255K 0.11% 92
2015
Q1 		– Sell
-42,119
Closed -$3.52M – 116
2014
Q4 		$3.52M Sell
42,119
-262
-0.6% -$21.1K 1.02% 32
2014
Q3 		$3.17M Buy
42,381
+2,728
+7% +$199K 0.92% 35
2014
Q2 		$2.94M Buy
39,653
+675
+2% +$48.5K 0.82% 39
2014
Q1 		$2.78M Sell
38,978
-300
-0.8% -$20.9K 0.84% 39
2013
Q4 		$2.71M Sell
39,278
-1,650
-4% -$115K 0.85% 41
2013
Q3 		$2.73M Buy
+40,928
New +$2.79M 0.97% 36

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

SPC Financial Inc's DUK Position: Q3 2025 in Review

SPC Financial Inc increased its Duke Energy (DUK) stake by 4.6% in Q3 2025, buying an estimated $56.1K and bringing the position to 10,538 shares worth $1.3M. The position accounts for 0.1% of the portfolio, ranked #100.

SPC Financial Inc first reported a position in DUK in Q3 2013 and has held it in 47 quarters since. The position peaked at $3.52M in Q4 2014. 2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • SPC Financial Inc held 10,538 shares of Duke Energy worth $1.3M as of Q3 2025.
  • SPC Financial Inc bought 462 Duke Energy shares in Q3 2025, an estimated $56.1K.
  • Duke Energy made up 0.1% of SPC Financial Inc's portfolio in Q3 2025, its #100 holding.
  • SPC Financial Inc first reported a position in Duke Energy in Q3 2013 and has held it in 47 quarters since.
  • SPC Financial Inc's Duke Energy position peaked at $3.52M in Q4 2014.
  • 2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.