Truepoint Inc’s Duke Energy DUK Stock Holding History

Truepoint Inc’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	-1,956	Closed	-$231K	–	143
2025 Q2	$231K	Buy	+1,956	New	+$231K	0.01%	132
2024 Q1	–	Sell	-2,982	Closed	-$289K	–	158
2023 Q4	$289K	Buy	+2,982	New	+$271K	0.01%	175
2023 Q3	–	Sell	-8,355	Closed	-$750K	–	204
2023 Q2	$750K	Buy	+8,355	New	+$789K	0.02%	80
2018 Q3	–	Sell	-3,638	Closed	-$288K	–	107
2018 Q2	$288K	Buy	3,638 +3,387	+1,349%	+$260K	0.03%	83
2018 Q1	$3.23K	Sell	251 -2,525	-91%	-$195K	0.03%	72
2017 Q4	$233K	Buy	2,776 +2,000	+258%	+$175K	0.02%	85
2017 Q3	$65K	Sell	776 -1,959	-72%	-$168K	0.01%	97
2017 Q2	$234K	Sell	2,735 -57	-2%	-$4.79K	0.02%	93
2017 Q1	$229K	Buy	2,792 +13	+0.5%	+$1.03K	0.02%	87
2016 Q4	$219K	Buy	+2,779	New	+$213K	0.02%	83
2016 Q1	–	Sell	-6,688	Closed	-$477K	–	82
2015 Q4	$477K	Buy	+6,688	New	+$470K	0.07%	36

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

Truepoint Inc's DUK Position: Q3 2025 in Review

Truepoint Inc sold out of Duke Energy (DUK) in Q3 2025, closing a stake of 1,956 shares — an estimated $231K sold.

Truepoint Inc first reported a position in DUK in Q4 2015 and held it in 11 quarters. The position peaked at $750K in Q2 2023. 2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

Truepoint Inc reported no remaining Duke Energy position as of Q3 2025 after selling out during the quarter.
Truepoint Inc sold 1,956 Duke Energy shares in Q3 2025, an estimated $231K.
Truepoint Inc first reported a position in Duke Energy in Q4 2015 and held it in 11 quarters.
Truepoint Inc's Duke Energy position peaked at $750K in Q2 2023.
2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on Truepoint Inc's 13F filing for Q3 2025, filed 12 Nov 2025.