Westbourne Investments’s Duke Energy DUK Stock Holding History

Westbourne Investments’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	-2,389	Closed	-$282K	–	141
2025 Q2	$282K	Buy	+2,389	New	+$282K	0.15%	109

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

Westbourne Investments's DUK Position: Q3 2025 in Review

Westbourne Investments sold out of Duke Energy (DUK) in Q3 2025, closing a stake of 2,389 shares — an estimated $282K sold.

Westbourne Investments first reported a position in DUK in Q2 2025 and held it in 1 quarter. The position peaked at $282K in Q2 2025. 2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

Westbourne Investments reported no remaining Duke Energy position as of Q3 2025 after selling out during the quarter.
Westbourne Investments sold 2,389 Duke Energy shares in Q3 2025, an estimated $282K.
Westbourne Investments first reported a position in Duke Energy in Q2 2025 and held it in 1 quarter.
Westbourne Investments's Duke Energy position peaked at $282K in Q2 2025.
2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on Westbourne Investments's 13F filing for Q3 2025, filed 6 Nov 2025.