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Buckingham Capital Management (Ohio)’s Duke Energy DUK Stock Holding History

Buckingham Capital Management (Ohio)’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 		$312K Buy
2,893
+33
+1% +$3.74K 0.04% 112
2024
Q3 		$330K Sell
2,860
-13
-0.5% -$1.45K 0.04% 117
2024
Q2 		$288K Hold
2,873
– – 0.03% 118
2024
Q1 		$278K Sell
2,873
-61
-2% -$5.79K 0.03% 116
2023
Q4 		$285K Buy
2,934
+374
+15% +$34K 0.04% 105
2023
Q3 		$226K Hold
2,560
– – 0.03% 106
2023
Q2 		$230K Sell
2,560
-54
-2% -$5.1K 0.03% 104
2023
Q1 		$252K Buy
2,614
+26
+1% +$2.57K 0.04% 97
2022
Q4 		$267K Buy
2,588
+85
+3% +$8.16K 0.05% 98
2022
Q3 		$233K Hold
2,503
– – 0.05% 101
2022
Q2 		$268K Hold
2,503
– – 0.05% 101
2022
Q1 		$279K Hold
2,503
– – 0.05% 103
2021
Q4 		$263K Hold
2,503
– – 0.04% 105
2021
Q3 		$244K Hold
2,503
– – 0.04% 110
2021
Q2 		$247K Hold
2,503
– – 0.04% 112
2021
Q1 		$242K Buy
+2,503
New +$228K 0.04% 107

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
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

Buckingham Capital Management (Ohio)'s DUK Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) increased its Duke Energy (DUK) stake by 1.2% in Q4 2024, buying an estimated $3.74K and bringing the position to 2,893 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #112.

Buckingham Capital Management (Ohio) first reported a position in DUK in Q1 2021 and has held it in 16 quarters since. The position peaked at $330K in Q3 2024. 2,200 funds tracked by Wall St. Rank hold DUK as of Q4 2024.

  • Buckingham Capital Management (Ohio) held 2,893 shares of Duke Energy worth $312K as of Q4 2024.
  • Buckingham Capital Management (Ohio) bought 33 Duke Energy shares in Q4 2024, an estimated $3.74K.
  • Duke Energy made up 0.04% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #112 holding.
  • Buckingham Capital Management (Ohio) first reported a position in Duke Energy in Q1 2021 and has held it in 16 quarters since.
  • Buckingham Capital Management (Ohio)'s Duke Energy position peaked at $330K in Q3 2024.
  • 2,200 funds tracked by Wall St. Rank held Duke Energy as of Q4 2024.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.