West Oak Capital’s Duke Energy DUK Stock Holding History

West Oak 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 Q3	$387	Hold	313	–	–	0.02%	166
2025 Q2	$369	Hold	313	–	–	0.01%	182
2025 Q1	$382	Hold	313	–	–	0.01%	186
2024 Q4	$337K	Hold	313	–	–	0.01%	191
2024 Q3	$361	Hold	313	–	–	0.01%	196
2024 Q2	$31.4K	Hold	313	–	–	0.01%	200
2024 Q1	$30K	Hold	313	–	–	0.01%	195
2023 Q4	$31K	Hold	313	–	–	0.01%	192
2023 Q3	$28K	Hold	313	–	–	0.01%	193
2023 Q2	$28.1K	Hold	313	–	–	0.01%	191
2023 Q1	$30.2K	Buy	313 +93	+42%	+$9.19K	0.02%	187
2022 Q4	$23K	Sell	220 -93	-30%	-$8.93K	0.01%	179
2022 Q3	$29K	Hold	313	–	–	0.02%	183
2022 Q2	$34K	Hold	313	–	–	0.02%	186
2022 Q1	$35K	Hold	313	–	–	0.02%	192
2021 Q4	$33K	Hold	313	–	–	0.01%	204
2021 Q3	$31K	Hold	313	–	–	0.01%	213
2021 Q2	$31K	Hold	313	–	–	0.01%	213
2021 Q1	$30K	Buy	313 +95	+44%	+$8.67K	0.01%	206
2020 Q4	$20K	Hold	218	–	–	0.01%	220
2020 Q3	$19K	Sell	218 -400	-65%	-$33K	0.01%	200
2020 Q2	$49K	Buy	618 +77	+14%	+$6.51K	0.03%	171
2020 Q1	$44K	Hold	541	–	–	0.03%	172
2019 Q4	$49K	Buy	541 +400	+284%	+$36.7K	0.03%	178
2019 Q3	$14K	Hold	141	–	–	0.01%	224
2019 Q2	$12K	Hold	141	–	–	0.01%	245
2019 Q1	$13K	Hold	141	–	–	0.01%	231
2018 Q4	$12.2K	Hold	141	–	–	0.01%	237
2018 Q3	$11.3K	Hold	141	–	–	0.01%	258
2018 Q2	$11.2K	Hold	141	–	–	0.01%	255
2018 Q1	$10.9K	Sell	141 -8	-5%	-$618	0.01%	267
2017 Q4	$12.5K	Hold	149	–	–	0.01%	237
2017 Q3	$12.5K	Hold	149	–	–	0.01%	264
2017 Q2	$12.5K	Hold	149	–	–	0.01%	276
2017 Q1	$12.2K	Sell	149 -25	-14%	-$1.99K	0.01%	287
2016 Q4	$13.5K	Hold	174	–	–	0.01%	270
2016 Q3	$13.9K	Hold	174	–	–	0.01%	276
2016 Q2	$14.9K	Hold	174	–	–	0.01%	247
2016 Q1	$14K	Hold	174	–	–	0.01%	202
2015 Q4	$12.4K	Hold	174	–	–	0.01%	208
2015 Q3	$12.5K	Hold	174	–	–	0.01%	203
2015 Q2	$12.3K	Sell	174 -945	-84%	-$71.4K	0.01%	204
2015 Q1	$85.9K	Sell	1,119 -200	-15%	-$16.2K	0.06%	130
2014 Q4	$110K	Sell	1,319 -116	-8%	-$9.35K	0.08%	121
2014 Q3	$107K	Hold	1,435	–	–	0.08%	120
2014 Q2	$106K	Hold	1,435	–	–	0.08%	121
2014 Q1	$102K	Hold	1,435	–	–	0.07%	118
2013 Q4	$99K	Hold	1,435	–	–	0.07%	119
2013 Q3	$95.8K	Sell	1,435 -266	-16%	-$18.1K	0.08%	119
2013 Q2	$115K	Buy	+1,701	New	+$120K	0.1%	113

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

West Oak Capital's DUK Position: Q3 2025 in Review

West Oak Capital held its Duke Energy (DUK) position steady in Q3 2025 at 313 shares worth $387. The position accounts for 0.02% of the portfolio, ranked #166.

West Oak Capital first reported a position in DUK in Q2 2013 and has held it in 50 quarters since. The position peaked at $337K in Q4 2024. 2,334 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

West Oak Capital held 313 shares of Duke Energy worth $387 as of Q3 2025.
West Oak Capital left its Duke Energy share count unchanged in Q3 2025.
Duke Energy made up 0.02% of West Oak Capital's portfolio in Q3 2025, its #166 holding.
West Oak Capital first reported a position in Duke Energy in Q2 2013 and has held it in 50 quarters since.
West Oak Capital's Duke Energy position peaked at $337K in Q4 2024.
2,334 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.