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Stephens Consulting’s Duke Energy DUK Stock Holding History

Stephens Consulting’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
Q4 		$210K Buy
1,789
+2
+0.1% +$244 0.07% 61
2025
Q3 		$221K Sell
1,787
-28
-2% -$3.4K 0.08% 61
2025
Q2 		$214K Buy
1,815
+28
+2% +$3.3K 0.05% 97
2025
Q1 		$218K Sell
1,787
-52
-3% -$5.93K 0.05% 86
2024
Q4 		$198K Hold
1,839
– – 0.05% 94
2024
Q3 		$212K Sell
1,839
-28
-1% -$3.12K 0.05% 86
2024
Q2 		$187K Buy
1,867
+80
+4% +$8K 0.05% 87
2024
Q1 		$173K Hold
1,787
– – 0.05% 88
2023
Q4 		$173K Hold
1,787
– – 0.06% 84
2023
Q3 		$158K Hold
1,787
– – 0.06% 86
2023
Q2 		$160K Hold
1,787
– – 0.06% 84
2023
Q1 		$172K Hold
1,787
– – 0.1% 84
2022
Q4 		$184K Hold
1,787
– – 0.12% 76
2022
Q3 		$166K Hold
1,787
– – 0.15% 77
2022
Q2 		$192K Sell
1,787
-100
-5% -$11K 0.16% 69
2022
Q1 		$211K Hold
1,887
– – 0.17% 77
2021
Q4 		$198K Buy
+1,887
New +$191K 0.16% 98

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Stephens Consulting's DUK Position: Q4 2025 in Review

Stephens Consulting increased its Duke Energy (DUK) stake by 0.11% in Q4 2025, buying an estimated $244 and bringing the position to 1,789 shares worth $210K. The position accounts for 0.07% of the portfolio, ranked #61.

Stephens Consulting first reported a position in DUK in Q4 2021 and has held it in 17 quarters since. The position peaked at $221K in Q3 2025. 2,404 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • Stephens Consulting held 1,789 shares of Duke Energy worth $210K as of Q4 2025.
  • Stephens Consulting bought 2 Duke Energy shares in Q4 2025, an estimated $244.
  • Duke Energy made up 0.07% of Stephens Consulting's portfolio in Q4 2025, its #61 holding.
  • Stephens Consulting first reported a position in Duke Energy in Q4 2021 and has held it in 17 quarters since.
  • Stephens Consulting's Duke Energy position peaked at $221K in Q3 2025.
  • 2,404 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.