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Benedetti & Gucer’s Duke Energy DUK Stock Holding History

Benedetti & Gucer’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
Q1 		$499K Sell
5,155
-1,000
-16% -$94.9K 0.25% 71
2023
Q4 		$597K Sell
6,155
-307
-5% -$27.9K 0.31% 61
2023
Q3 		$570K Buy
6,462
+772
+14% +$70.8K 0.31% 61
2023
Q2 		$511K Buy
5,690
+533
+10% +$50.3K 0.26% 64
2023
Q1 		$497K Buy
+5,157
New +$509K 0.29% 63

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Benedetti & Gucer's DUK Position: Q1 2024 in Review

Benedetti & Gucer reduced its Duke Energy (DUK) stake by 16% in Q1 2024, selling an estimated $94.9K and leaving 5,155 shares worth $499K. The position accounts for 0.25% of the portfolio, ranked #71.

Benedetti & Gucer first reported a position in DUK in Q1 2023 and has held it in 5 quarters since. The position peaked at $597K in Q4 2023. 1,912 funds tracked by Wall St. Rank hold DUK as of Q1 2024.

  • Benedetti & Gucer held 5,155 shares of Duke Energy worth $499K as of Q1 2024.
  • Benedetti & Gucer sold 1,000 Duke Energy shares in Q1 2024, an estimated $94.9K.
  • Duke Energy made up 0.25% of Benedetti & Gucer's portfolio in Q1 2024, its #71 holding.
  • Benedetti & Gucer first reported a position in Duke Energy in Q1 2023 and has held it in 5 quarters since.
  • Benedetti & Gucer's Duke Energy position peaked at $597K in Q4 2023.
  • 1,912 funds tracked by Wall St. Rank held Duke Energy as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.