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Wexford Capital’s Duke Energy DUK Stock Holding History

Wexford 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
Q4 		– Sell
-7,332
Closed -$907K – 418
2025
Q3 		$907K Sell
7,332
-17,489
-70% -$2.12M 0.13% 75
2025
Q2 		$2.93M Buy
24,821
+3,955
+19% +$467K 0.82% 20
2025
Q1 		$2.55M Sell
20,866
-41,504
-67% -$4.73M 0.66% 35
2024
Q4 		$6.72M Buy
+62,370
New +$7.07M 1.07% 15
2023
Q3 		– Sell
-4,000
Closed -$359K – 206
2023
Q2 		$359K Buy
+4,000
New +$378K 0.07% 128
2022
Q2 		– Sell
-19,099
Closed -$2.13K – 185
2022
Q1 		$2.13K Buy
+19,099
New +$1.98M 0.11% 58
2020
Q1 		– Sell
-32,678
Closed -$2.98M – 111
2019
Q4 		$2.98M Buy
+32,678
New +$3M 0.46% 56
2013
Q3 		– Sell
-8,000
Closed -$540K – 217
2013
Q2 		$540K Buy
+8,000
New +$565K 0.05% 135

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

Wexford Capital's DUK Position: Q4 2025 in Review

Wexford Capital sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 7,332 shares — an estimated $907K sold.

Wexford Capital first reported a position in DUK in Q2 2013 and held it in 8 quarters. The position peaked at $6.72M in Q4 2024. 2,397 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • Wexford Capital reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
  • Wexford Capital sold 7,332 Duke Energy shares in Q4 2025, an estimated $907K.
  • Wexford Capital first reported a position in Duke Energy in Q2 2013 and held it in 8 quarters.
  • Wexford Capital's Duke Energy position peaked at $6.72M in Q4 2024.
  • 2,397 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Wexford Capital's 13F filing for Q4 2025, filed 13 Feb 2026.