YLHM
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Yelin Lapidot Holdings Management’s Duke Energy DUK Stock Holding History

Yelin Lapidot Holdings Management’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
-1,938
Closed -$240K – 89
2025
Q3 		$240K Sell
1,938
-342
-15% -$41.5K 0.05% 86
2025
Q2 		$269K Sell
2,280
-139
-6% -$16.4K 0.05% 85
2025
Q1 		$295K Sell
2,419
-734
-23% -$83.7K 0.06% 85
2024
Q4 		$340K Buy
3,153
+1,282
+69% +$145K 0.06% 81
2024
Q3 		$216K Buy
+1,871
New +$208K 0.04% 87

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 $315B AUM 27.84% 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

Yelin Lapidot Holdings Management's DUK Position: Q4 2025 in Review

Yelin Lapidot Holdings Management sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 1,938 shares — an estimated $240K sold.

Yelin Lapidot Holdings Management first reported a position in DUK in Q3 2024 and held it in 5 quarters. The position peaked at $340K in Q4 2024. 2,398 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • Yelin Lapidot Holdings Management reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
  • Yelin Lapidot Holdings Management sold 1,938 Duke Energy shares in Q4 2025, an estimated $240K.
  • Yelin Lapidot Holdings Management first reported a position in Duke Energy in Q3 2024 and held it in 5 quarters.
  • Yelin Lapidot Holdings Management's Duke Energy position peaked at $340K in Q4 2024.
  • 2,398 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Yelin Lapidot Holdings Management's 13F filing for Q4 2025, filed 5 Feb 2026.