Private Capital's DUK Position Overview
Private Capital (via Private Capital Management, LLC) currently holds 2,737 shares of Duke Energy Corporation (DUK) worth $320,851, representing 0.03% of the portfolio. First purchased in 2022-Q3, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Private Capital has maintained a strategic position in DUK, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 3,238 shares. Largest reduction occurred in Q2 2024, reducing 7,184 shares.
Analysis based on 13F filings available since 2013 Q2
Private Capital's Duke Energy Corporation (DUK) Holding Value Over Time
Track share changes against reported price movement
Quarterly Duke Energy Corporation (DUK) Trades by Private Capital
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2024 | -1,547 | Reduce 36.11% | 2,737 | $115.32 |
| Q2 2024 | -7,184 | Reduce 62.64% | 4,284 | $100.22 |
| Q1 2024 | +916 | Add 8.68% | 11,468 | $96.71 |
| Q3 2023 | +1,700 | Add 19.20% | 10,552 | $88.26 |
| Q2 2023 | +3,238 | Add 57.68% | 8,852 | $89.74 |
| Q1 2023 | +1,412 | Add 33.60% | 5,614 | $96.48 |
| Q4 2022 | +600 | Add 16.66% | 4,202 | $103.00 |
| Q3 2022 | +3,602 | New Buy | 3,602 | $93.00 |
Private Capital's Duke Energy Corporation Investment FAQs
Private Capital first purchased Duke Energy Corporation (DUK) in Q3 2022, acquiring 3,602 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Private Capital has held Duke Energy Corporation (DUK) for 14 quarters since Q3 2022.
Private Capital's largest addition to Duke Energy Corporation (DUK) was in Q3 2022, adding 3,602 shares worth $335,000.
According to the latest 13F filing for Q4 2025, Private Capital's firm, Private Capital Management, LLC, owns 2,737 shares of Duke Energy Corporation (DUK), valued at approximately $320,851.
As of the Q4 2025 filing, Duke Energy Corporation (DUK) represents approximately 0.03% of Private Capital's publicly disclosed stock portfolio, making it one of their key holdings.
Private Capital's peak holding in Duke Energy Corporation (DUK) was 11,468 shares, as reported at the end of Q1 2024.