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Beach Investment Counsel’s Duke Energy DUK Stock Holding History

Beach Investment Counsel’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
Q4 		– Sell
-500
Closed -$58K – 148
2024
Q3 		$58K Hold
500
– – 0.01% 170
2024
Q2 		$50K Buy
+500
New +$50K 0.01% 177

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beach Investment Counsel's DUK Position: Q4 2024 in Review

Beach Investment Counsel sold out of Duke Energy (DUK) in Q4 2024, closing a stake of 500 shares — an estimated $58K sold.

Beach Investment Counsel first reported a position in DUK in Q2 2024 and held it in 2 quarters. The position peaked at $58K in Q3 2024. 2,201 funds tracked by Wall St. Rank hold DUK as of Q4 2024.

  • Beach Investment Counsel reported no remaining Duke Energy position as of Q4 2024 after selling out during the quarter.
  • Beach Investment Counsel sold 500 Duke Energy shares in Q4 2024, an estimated $58K.
  • Beach Investment Counsel first reported a position in Duke Energy in Q2 2024 and held it in 2 quarters.
  • Beach Investment Counsel's Duke Energy position peaked at $58K in Q3 2024.
  • 2,201 funds tracked by Wall St. Rank held Duke Energy as of Q4 2024.

Based on Beach Investment Counsel's 13F filing for Q4 2024, filed 27 Jan 2025.