Ally Financial’s Duke Energy DUK Stock Holding History

Ally Financial’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 Q2	–	Sell	-40,000	Closed	-$3.87M	–	117
2024 Q1	$3.87M	Buy	+40,000	New	+$3.79M	0.52%	50
2022 Q1	–	Sell	-55,000	Closed	-$5.77M	–	129
2021 Q4	$5.77M	Hold	55,000	–	–	0.53%	45
2021 Q3	$5.37M	Hold	55,000	–	–	0.52%	47
2021 Q2	$5.43M	Hold	55,000	–	–	0.54%	55
2021 Q1	$5.31M	Hold	55,000	–	–	0.51%	52
2020 Q4	$5.04M	Sell	55,000 -70,000	-56%	-$6.48M	0.47%	55
2020 Q3	$11.1M	Buy	125,000 +30,000	+32%	+$2.47M	1.78%	11
2020 Q2	$7.59M	Buy	95,000 +40,000	+73%	+$3.38M	1.25%	19
2020 Q1	$4.45M	Sell	55,000 -60,000	-52%	-$5.51M	0.47%	39
2019 Q4	$10.5M	Buy	+115,000	New	+$10.5M	1.72%	14
2018 Q4	–	Sell	-35,000	Closed	-$2.8M	–	132
2018 Q3	$2.8M	Hold	35,000	–	–	0.56%	60
2018 Q2	$2.77M	Buy	35,000 +15,000	+75%	+$1.15M	0.54%	63
2018 Q1	$1.55M	Buy	+20,000	New	+$1.55M	0.23%	95
2017 Q2	–	Sell	-30,000	Closed	-$2.46M	–	112
2017 Q1	$2.46M	Buy	30,000 +5,000	+20%	+$397K	0.55%	69
2016 Q4	$1.94M	Buy	+25,000	New	+$1.91M	0.33%	78
2016 Q1	–	Sell	-100,000	Closed	-$7.14M	–	130
2015 Q4	$7.14M	Hold	100,000	–	–	1%	27
2015 Q3	$7.19M	Hold	100,000	–	–	0.73%	34
2015 Q2	$7.06M	Buy	+100,000	New	+$7.56M	0.72%	38
2014 Q2	–	Sell	-35,000	Closed	-$2.49M	–	129
2014 Q1	$2.49M	Buy	+35,000	New	+$2.44M	0.27%	124
2013 Q4	–	Sell	-75,000	Closed	-$5.01M	–	128
2013 Q3	$5.01M	Hold	75,000	–	–	0.55%	70
2013 Q2	$5.06M	Buy	+75,000	New	+$5.3M	0.5%	77

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ally Financial's DUK Position: Q2 2024 in Review

Ally Financial sold out of Duke Energy (DUK) in Q2 2024, closing a stake of 40,000 shares — an estimated $3.87M sold.

Ally Financial first reported a position in DUK in Q2 2013 and held it in 21 quarters. The position peaked at $11.1M in Q3 2020. 1,974 funds tracked by Wall St. Rank hold DUK as of Q2 2024.

Ally Financial reported no remaining Duke Energy position as of Q2 2024 after selling out during the quarter.
Ally Financial sold 40,000 Duke Energy shares in Q2 2024, an estimated $3.87M.
Ally Financial first reported a position in Duke Energy in Q2 2013 and held it in 21 quarters.
Ally Financial's Duke Energy position peaked at $11.1M in Q3 2020.
1,974 funds tracked by Wall St. Rank held Duke Energy as of Q2 2024.

Based on Ally Financial's 13F filing for Q2 2024, filed 13 Aug 2024.