AGM
DUK icon

Alpine Global Management’s Duke Energy DUK Stock Holding History

Alpine Global 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
2024
Q3 		– Sell
-2,300
Closed -$231K – 240
2024
Q2 		$231K Buy
+2,300
New +$230K 0.04% 282
2020
Q3 		– Sell
-4,481
Closed -$358K – 297
2020
Q2 		$358K Buy
+4,481
New +$379K 0.06% 180
2017
Q2 		– Sell
-3,867
Closed -$317K – 187
2017
Q1 		$317K Buy
+3,867
New +$307K 0.08% 197
2015
Q3 		– Sell
-11,117
Closed -$785K – 295
2015
Q2 		$785K Buy
11,117
+8,039
+261% +$608K 0.13% 125
2015
Q1 		$236K Sell
3,078
-12,709
-81% -$1.03M 0.08% 264
2014
Q4 		$1.32M Buy
+15,787
New +$1.27M 0.24% 101

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State Street
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Massachusetts Financial Services
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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