TwinBeech Capital’s Duke Energy DUK Stock Holding History

TwinBeech Capital’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 Q1	–	Sell	-386,363	Closed	-$41.6M	–	773
2024 Q4	$41.6M	Buy	386,363 +354,422	+1,110%	+$40.2M	0.71%	44
2024 Q3	$3.68M	Buy	+31,941	New	+$3.56M	0.07%	306
2023 Q2	–	Sell	-56,611	Closed	-$5.46M	–	666
2023 Q1	$5.46M	Buy	+56,611	New	+$5.59M	0.11%	228
2022 Q1	–	Sell	-49,009	Closed	-$5.14M	–	558
2021 Q4	$5.14M	Buy	49,009 +25,261	+106%	+$2.56M	0.29%	106
2021 Q3	$2.32M	Buy	+23,748	New	+$2.46M	0.16%	192
2021 Q1	–	Sell	-5,127	Closed	-$469K	–	499
2020 Q4	$469K	Buy	+5,127	New	+$474K	0.08%	294
2020 Q3	–	Sell	-60,577	Closed	-$4.84M	–	473
2020 Q2	$4.84M	Buy	+60,577	New	+$5.12M	1.06%	6

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TwinBeech Capital's DUK Position: Q1 2025 in Review

TwinBeech Capital sold out of Duke Energy (DUK) in Q1 2025, closing a stake of 386,363 shares — an estimated $41.6M sold.

TwinBeech Capital first reported a position in DUK in Q2 2020 and held it in 7 quarters. The position peaked at $41.6M in Q4 2024. 2,265 funds tracked by Wall St. Rank hold DUK as of Q1 2025.

TwinBeech Capital reported no remaining Duke Energy position as of Q1 2025 after selling out during the quarter.
TwinBeech Capital sold 386,363 Duke Energy shares in Q1 2025, an estimated $41.6M.
TwinBeech Capital first reported a position in Duke Energy in Q2 2020 and held it in 7 quarters.
TwinBeech Capital's Duke Energy position peaked at $41.6M in Q4 2024.
2,265 funds tracked by Wall St. Rank held Duke Energy as of Q1 2025.

Based on TwinBeech Capital's 13F filing for Q1 2025, filed 15 May 2025.