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Studio Investment Management’s Duke Energy DUK Stock Holding History

Studio Investment Management’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 		– Sell
-4,345
Closed -$513K – 175
2025
Q2 		$513K Sell
4,345
-1,453
-25% -$171K 0.1% 117
2025
Q1 		$707K Sell
5,798
-5,540
-49% -$631K 0.15% 90
2024
Q4 		$1.22M Sell
11,338
-2,302
-17% -$261K 0.26% 67
2024
Q3 		$1.57M Buy
13,640
+80
+0.6% +$8.9K 0.33% 63
2024
Q2 		$1.36M Sell
13,560
-5
-0% -$500 0.31% 62
2024
Q1 		$1.31M Sell
13,565
-1,005
-7% -$95.3K 0.31% 65
2023
Q4 		$1.41M Sell
14,570
-5
-0% -$455 0.36% 66
2023
Q3 		$1.29M Buy
14,575
+9,100
+166% +$834K 0.36% 61
2023
Q2 		$491K Buy
+5,475
New +$517K 0.14% 84

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

Studio Investment Management's DUK Position: Q3 2025 in Review

Studio Investment Management sold out of Duke Energy (DUK) in Q3 2025, closing a stake of 4,345 shares — an estimated $513K sold.

Studio Investment Management first reported a position in DUK in Q2 2023 and held it in 9 quarters. The position peaked at $1.57M in Q3 2024. 2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • Studio Investment Management reported no remaining Duke Energy position as of Q3 2025 after selling out during the quarter.
  • Studio Investment Management sold 4,345 Duke Energy shares in Q3 2025, an estimated $513K.
  • Studio Investment Management first reported a position in Duke Energy in Q2 2023 and held it in 9 quarters.
  • Studio Investment Management's Duke Energy position peaked at $1.57M in Q3 2024.
  • 2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on Studio Investment Management's 13F filing for Q3 2025, filed 7 Nov 2025.