Stone Run Capital’s Duke Energy DUK Stock Holding History

Stone Run Capital’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	$201K	Buy	+1,621	New	+$197K	0.08%	71
2025 Q2	–	Sell	-2,071	Closed	-$253K	–	71
2025 Q1	$253K	Hold	2,071	–	–	0.11%	63
2024 Q4	$223K	Hold	2,071	–	–	0.09%	64
2024 Q3	$239K	Hold	2,071	–	–	0.09%	66
2024 Q2	$208K	Hold	2,071	–	–	0.08%	64
2024 Q1	$200K	Hold	2,071	–	–	0.08%	66
2023 Q4	$201K	Buy	+2,071	New	+$188K	0.09%	64
2023 Q1	–	Sell	-2,304	Closed	-$237K	–	59
2022 Q4	$237K	Hold	2,304	–	–	0.12%	56
2022 Q3	$215K	Hold	2,304	–	–	0.12%	57
2022 Q2	$247K	Hold	2,304	–	–	0.12%	58
2022 Q1	$257K	Hold	2,304	–	–	0.1%	61
2021 Q4	$241K	Sell	2,304 -95	-4%	-$9.63K	0.08%	62
2021 Q3	$234K	Hold	2,399	–	–	0.08%	62
2021 Q2	$237K	Sell	2,399 -88	-4%	-$8.84K	0.08%	64
2021 Q1	$240K	Buy	+2,487	New	+$227K	0.09%	63

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

Stone Run Capital's DUK Position: Q3 2025 in Review

Stone Run Capital opened a new position in Duke Energy (DUK) in Q3 2025: 1,621 shares worth $201K. The stake represents 0.08% of the portfolio and ranks #71 among its holdings. This is a return to the name: Stone Run Capital previously reported a position in DUK as recently as Q1 2025.

Stone Run Capital first reported a position in DUK in Q1 2021 and has held it in 15 quarters since. The position peaked at $257K in Q1 2022. 2,334 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

Stone Run Capital held 1,621 shares of Duke Energy worth $201K as of Q3 2025.
Duke Energy was a new Stone Run Capital position in Q3 2025.
Duke Energy made up 0.08% of Stone Run Capital's portfolio in Q3 2025, its #71 holding.
Stone Run Capital first reported a position in Duke Energy in Q1 2021 and has held it in 15 quarters since.
Stone Run Capital's Duke Energy position peaked at $257K in Q1 2022.
2,334 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on Stone Run Capital's 13F filing for Q3 2025, filed 14 Nov 2025.