SIG
DUK icon

Stonegate Investment Group’s Duke Energy DUK Stock Holding History

Stonegate Investment Group’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 		$3.24M Sell
26,172
-70
-0.3% -$8.49K 0.08% 104
2025
Q2 		$3.1M Sell
26,242
-68
-0.3% -$8.02K 0.08% 104
2025
Q1 		$3.21M Buy
26,310
+1,984
+8% +$226K 0.09% 90
2024
Q4 		$2.62M Sell
24,326
-2,251
-8% -$255K 0.07% 106
2024
Q3 		$3.06M Buy
26,577
+284
+1% +$31.6K 0.08% 92
2024
Q2 		$2.64M Buy
26,293
+538
+2% +$53.8K 0.08% 97
2024
Q1 		$2.49M Sell
25,755
-1,397
-5% -$133K 0.08% 106
2023
Q4 		$2.63M Sell
27,152
-2,597
-9% -$236K 0.09% 92
2023
Q3 		$2.63M Sell
29,749
-247
-0.8% -$22.6K 0.1% 89
2023
Q2 		$2.69M Sell
29,996
-37
-0.1% -$3.49K 0.1% 89
2023
Q1 		$2.9M Sell
30,033
-7,798
-21% -$770K 0.11% 88
2022
Q4 		$3.9M Sell
37,831
-136
-0.4% -$13.1K 0.17% 69
2022
Q3 		$3.53M Sell
37,967
-471
-1% -$50.6K 0.16% 76
2022
Q2 		$4.12M Buy
38,438
+7,129
+23% +$784K 0.18% 76
2022
Q1 		$3.5M Buy
31,309
+5
+0% +$519 0.11% 76
2021
Q4 		$3.28M Buy
+31,304
New +$3.17M 0.14% 77

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

Stonegate Investment Group's DUK Position: Q3 2025 in Review

Stonegate Investment Group reduced its Duke Energy (DUK) stake by 0.27% in Q3 2025, selling an estimated $8.49K and leaving 26,172 shares worth $3.24M. The position accounts for 0.08% of the portfolio, ranked #104.

Stonegate Investment Group first reported a position in DUK in Q4 2021 and has held it in 16 quarters since. The position peaked at $4.12M in Q2 2022. 2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • Stonegate Investment Group held 26,172 shares of Duke Energy worth $3.24M as of Q3 2025.
  • Stonegate Investment Group sold 70 Duke Energy shares in Q3 2025, an estimated $8.49K.
  • Duke Energy made up 0.08% of Stonegate Investment Group's portfolio in Q3 2025, its #104 holding.
  • Stonegate Investment Group first reported a position in Duke Energy in Q4 2021 and has held it in 16 quarters since.
  • Stonegate Investment Group's Duke Energy position peaked at $4.12M in Q2 2022.
  • 2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.