Stuart Chaussee & Associates’s Duke Energy DUK Stock Holding History

Stuart Chaussee & Associates’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	–	Sell	-514	Closed	-$63.6K	–	43
2025 Q3	$63.6K	Hold	514	–	–	0.01%	82
2025 Q2	$60.7K	Hold	514	–	–	0.01%	78
2025 Q1	$62.7K	Hold	514	–	–	0.02%	72
2024 Q4	$55.4K	Hold	514	–	–	0.01%	72
2024 Q3	$59.3K	Hold	514	–	–	0.02%	61
2024 Q2	$51.5K	Hold	514	–	–	0.01%	63
2024 Q1	$49.7K	Hold	514	–	–	0.01%	60
2023 Q4	$49.9K	Sell	514 -69	-12%	-$6.28K	0.01%	59
2023 Q3	$51.5K	Hold	583	–	–	0.02%	46
2023 Q2	$52.3K	Hold	583	–	–	0.02%	47
2023 Q1	$56.2K	Hold	583	–	–	0.02%	41
2022 Q4	$60K	Hold	583	–	–	0.02%	39
2022 Q3	$54K	Hold	583	–	–	0.13%	30
2022 Q2	$63K	Hold	583	–	–	0.14%	29
2022 Q1	$65K	Hold	583	–	–	0.03%	41
2021 Q4	$61K	Hold	583	–	–	0.03%	44
2021 Q3	$57K	Hold	583	–	–	0.09%	33
2021 Q2	$58K	Hold	583	–	–	0.03%	39
2021 Q1	$56K	Sell	583 -257	-31%	-$23.5K	0.02%	47
2020 Q4	$77K	Buy	840 +514	+158%	+$47.5K	0.03%	35
2020 Q3	$29K	Buy	+326	New	+$26.9K	0.01%	55
2020 Q1	–	Sell	-116	Closed	-$11K	–	87
2019 Q4	$11K	Hold	116	–	–	0.01%	79
2019 Q3	$11K	Hold	116	–	–	0.01%	81
2019 Q2	$10K	Hold	116	–	–	0.01%	87
2019 Q1	$10K	Hold	116	–	–	0.01%	84
2018 Q4	$10K	Buy	+116	New	+$9.87K	0.01%	69
2016 Q3	–	Sell	-500	Closed	-$43K	–	75
2016 Q2	$43K	Hold	500	–	–	0.04%	42
2016 Q1	$40K	Hold	500	–	–	0.04%	42
2015 Q4	$36K	Buy	+500	New	+$35.2K	0.03%	39

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Stuart Chaussee & Associates's DUK Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 514 shares — an estimated $63.6K sold.

Stuart Chaussee & Associates first reported a position in DUK in Q4 2015 and held it in 29 quarters. The position peaked at $77K in Q4 2020. 2,402 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

Stuart Chaussee & Associates reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 514 Duke Energy shares in Q4 2025, an estimated $63.6K.
Stuart Chaussee & Associates first reported a position in Duke Energy in Q4 2015 and held it in 29 quarters.
Stuart Chaussee & Associates's Duke Energy position peaked at $77K in Q4 2020.
2,402 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.