Tortoise Investment Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-402
| Closed | -$49.7K | – | 573 |
|
|
2025
Q3 | $49.7K | Buy |
402
+30
| +8% | +$3.64K | ﹤0.01% | 394 |
|
|
2025
Q2 | $43.9K | Buy |
372
+10
| +3% | +$1.18K | ﹤0.01% | 406 |
|
|
2025
Q1 | $44.2K | Hold |
362
| – | – | ﹤0.01% | 391 |
|
|
2024
Q4 | $39K | Hold |
362
| – | – | ﹤0.01% | 456 |
|
|
2024
Q3 | $41.7K | Buy |
362
+28
| +8% | +$3.12K | ﹤0.01% | 438 |
|
|
2024
Q2 | $33.5K | Hold |
334
| – | – | ﹤0.01% | 453 |
|
|
2024
Q1 | $32.3K | Hold |
334
| – | – | ﹤0.01% | 442 |
|
|
2023
Q4 | $32.4K | Hold |
334
| – | – | ﹤0.01% | 427 |
|
|
2023
Q3 | $29.5K | Hold |
334
| – | – | ﹤0.01% | 418 |
|
|
2023
Q2 | $30K | Hold |
334
| – | – | ﹤0.01% | 414 |
|
|
2023
Q1 | $32.2K | Hold |
334
| – | – | 0.01% | 393 |
|
|
2022
Q4 | $34.4K | Hold |
334
| – | – | 0.01% | 374 |
|
|
2022
Q3 | $31K | Sell |
334
-16
| -5% | -$1.72K | 0.01% | 371 |
|
|
2022
Q2 | $38K | Hold |
350
| – | – | 0.01% | 335 |
|
|
2022
Q1 | $39K | Sell |
350
-165
| -32% | -$17.1K | 0.01% | 333 |
|
|
2021
Q4 | $54K | Buy |
515
+165
| +47% | +$16.7K | 0.01% | 286 |
|
|
2021
Q3 | $34K | Hold |
350
| – | – | 0.01% | 318 |
|
|
2021
Q2 | $35K | Hold |
350
| – | – | 0.01% | 307 |
|
|
2021
Q1 | $34K | Buy |
350
+16
| +5% | +$1.46K | 0.01% | 292 |
|
|
2020
Q4 | $31K | Hold |
334
| – | – | 0.01% | 282 |
|
|
2020
Q3 | $30K | Hold |
334
| – | – | 0.01% | 269 |
|
|
2020
Q2 | $27K | Hold |
334
| – | – | 0.01% | 270 |
|
|
2020
Q1 | $27K | Hold |
334
| – | – | 0.01% | 268 |
|
|
2019
Q4 | $30K | Hold |
334
| – | – | 0.01% | 279 |
|
|
2019
Q3 | $32K | Sell |
334
-348
| -51% | -$31.7K | 0.01% | 269 |
|
|
2019
Q2 | $60K | Hold |
682
| – | – | 0.02% | 230 |
|
|
2019
Q1 | $61K | Hold |
682
| – | – | 0.02% | 225 |
|
|
2018
Q4 | $59K | Buy |
682
+334
| +96% | +$28.4K | 0.02% | 217 |
|
|
2018
Q3 | $28K | Hold |
348
| – | – | 0.01% | 286 |
|
|
2018
Q2 | $28K | Hold |
348
| – | – | 0.01% | 291 |
|
|
2018
Q1 | $27K | Hold |
348
| – | – | 0.01% | 296 |
|
|
2017
Q4 | $29K | Buy |
+348
| New | +$30.4K | 0.01% | 289 |
|
|
2016
Q3 | – | Sell |
-666
| Closed | -$57K | – | 451 |
|
|
2016
Q2 | $57K | Buy |
+666
| New | +$53.2K | 0.02% | 184 |
|
|
2014
Q3 | – | Sell |
-333
| Closed | -$25K | – | 396 |
|
|
2014
Q2 | $25K | Buy |
+333
| New | +$24K | 0.01% | 260 |
|
Other funds holding DUK
Tortoise Investment Management's DUK Position: Q4 2025 in Review
Tortoise Investment Management sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 402 shares — an estimated $49.7K sold.
Tortoise Investment Management first reported a position in DUK in Q2 2014 and held it in 34 quarters. The position peaked at $61K in Q1 2019. 2,402 funds tracked by Wall St. Rank hold DUK as of Q4 2025.
- Tortoise Investment Management reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
- Tortoise Investment Management sold 402 Duke Energy shares in Q4 2025, an estimated $49.7K.
- Tortoise Investment Management first reported a position in Duke Energy in Q2 2014 and held it in 34 quarters.
- Tortoise Investment Management's Duke Energy position peaked at $61K in Q1 2019.
- 2,402 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.
Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.