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Tucker Asset Management’s Duke Energy DUK Stock Holding History

Tucker Asset 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
Q4 		$111K Sell
946
-1,145
-55% -$140K 0.03% 178
2025
Q3 		$259K Sell
2,091
-69
-3% -$8.37K 0.08% 86
2025
Q2 		$255K Sell
2,160
-245
-10% -$28.9K 0.08% 79
2025
Q1 		$293K Sell
2,405
-157
-6% -$17.9K 0.1% 56
2024
Q4 		$276K Sell
2,562
-392
-13% -$44.4K 0.03% 101
2024
Q3 		$341K Sell
2,954
-879
-23% -$97.8K 0.08% 86
2024
Q2 		$384K Sell
3,833
-775
-17% -$77.5K 0.08% 85
2024
Q1 		$446K Sell
4,608
-1,757
-28% -$167K 0.1% 69
2023
Q4 		$618K Sell
6,365
-556
-8% -$50.6K 0.15% 45
2023
Q3 		$611K Buy
6,921
+2,608
+60% +$239K 0.16% 44
2023
Q2 		$387K Buy
4,313
+3,109
+258% +$293K 0.11% 49
2023
Q1 		$116K Buy
1,204
+611
+103% +$60.4K 0.03% 132
2022
Q4 		$61.6K Hold
593
– – 0.02% 132
2022
Q3 		$55.2K Buy
593
+4
+0.7% +$430 0.02% 125
2022
Q2 		$63.1K Buy
589
+4
+0.7% +$440 0.02% 81
2022
Q1 		$65.3K Buy
585
+46
+9% +$4.78K 0.02% 79
2021
Q4 		$56.5K Buy
539
+42
+8% +$4.26K 0.02% 81
2021
Q3 		$50.7K Hold
497
– – 0.02% 89
2021
Q2 		$49.1K Hold
497
– – 0.02% 77
2021
Q1 		$48K Hold
497
– – 0.03% 76
2020
Q4 		$45.5K Buy
+497
New +$46K 0.03% 70

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Tucker Asset Management's DUK Position: Q4 2025 in Review

Tucker Asset Management reduced its Duke Energy (DUK) stake by 55% in Q4 2025, selling an estimated $140K and leaving 946 shares worth $111K. The position accounts for 0.03% of the portfolio, ranked #178.

Tucker Asset Management first reported a position in DUK in Q4 2020 and has held it in 21 quarters since. The position peaked at $618K in Q4 2023. 2,397 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • Tucker Asset Management held 946 shares of Duke Energy worth $111K as of Q4 2025.
  • Tucker Asset Management sold 1,145 Duke Energy shares in Q4 2025, an estimated $140K.
  • Duke Energy made up 0.03% of Tucker Asset Management's portfolio in Q4 2025, its #178 holding.
  • Tucker Asset Management first reported a position in Duke Energy in Q4 2020 and has held it in 21 quarters since.
  • Tucker Asset Management's Duke Energy position peaked at $618K in Q4 2023.
  • 2,397 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.