VV
DUK icon

Verity & Verity’s Duke Energy DUK Stock Holding History

Verity & Verity’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
-3,475
Closed -$410K – 136
2025
Q2 		$410K Sell
3,475
-985
-22% -$116K 0.04% 103
2025
Q1 		$544K Sell
4,460
-1,256
-22% -$143K 0.05% 92
2024
Q4 		$616K Buy
+5,716
New +$648K 0.06% 91

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

Verity & Verity's DUK Position: Q3 2025 in Review

Verity & Verity sold out of Duke Energy (DUK) in Q3 2025, closing a stake of 3,475 shares — an estimated $410K sold.

Verity & Verity first reported a position in DUK in Q4 2024 and held it in 3 quarters. The position peaked at $616K in Q4 2024. 2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • Verity & Verity reported no remaining Duke Energy position as of Q3 2025 after selling out during the quarter.
  • Verity & Verity sold 3,475 Duke Energy shares in Q3 2025, an estimated $410K.
  • Verity & Verity first reported a position in Duke Energy in Q4 2024 and held it in 3 quarters.
  • Verity & Verity's Duke Energy position peaked at $616K in Q4 2024.
  • 2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on Verity & Verity's 13F filing for Q3 2025, filed 21 Oct 2025.