AIA
DUK icon

Alera Investment Advisors’s Duke Energy DUK Stock Holding History

Alera Investment Advisors’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
2024
Q3 		$221K Buy
+1,916
New +$213K 0.03% 256
2019
Q2 		– Sell
-251
Closed -$23K – 331
2019
Q1 		$23K Sell
251
-864
-77% -$76.2K 0.01% 261
2018
Q4 		$96K Buy
+1,115
New +$94.9K 0.06% 120

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Alera Investment Advisors's DUK Position: Q3 2024 in Review

Alera Investment Advisors opened a new position in Duke Energy (DUK) in Q3 2024: 1,916 shares worth $221K. The stake represents 0.03% of the portfolio and ranks #256 among its holdings. This is a return to the name: Alera Investment Advisors previously reported a position in DUK as recently as Q1 2019.

Alera Investment Advisors first reported a position in DUK in Q4 2018 and has held it in 3 quarters since. 2,068 funds tracked by Wall St. Rank hold DUK as of Q3 2024.

  • Alera Investment Advisors held 1,916 shares of Duke Energy worth $221K as of Q3 2024.
  • Duke Energy was a new Alera Investment Advisors position in Q3 2024.
  • Duke Energy made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #256 holding.
  • Alera Investment Advisors first reported a position in Duke Energy in Q4 2018 and has held it in 3 quarters since.
  • 2,068 funds tracked by Wall St. Rank held Duke Energy as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.