Cantor Fitzgerald’s Duke Energy DUK Stock Holding History

Cantor Fitzgerald’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
2023 Q4	–	Sell	-141,337	Closed	-$12.5M	–	339
2023 Q3	$12.5M	Sell	141,337 -12,038	-8%	-$1.1M	0.33%	106
2023 Q2	$13.8M	Buy	153,375 +564	+0.4%	+$53.2K	0.31%	115
2023 Q1	$14.7M	Buy	152,811 +8,697	+6%	+$859K	0.31%	116
2022 Q4	$14.8M	Buy	144,114 +4,671	+3%	+$448K	0.32%	107
2022 Q3	$13M	Sell	139,443 -35,307	-20%	-$3.79M	0.28%	112
2022 Q2	$18.7M	Buy	+174,750	New	+$19.2M	0.36%	80

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cantor Fitzgerald's DUK Position: Q4 2023 in Review

Cantor Fitzgerald sold out of Duke Energy (DUK) in Q4 2023, closing a stake of 141,337 shares — an estimated $12.5M sold.

Cantor Fitzgerald first reported a position in DUK in Q2 2022 and held it in 6 quarters. The position peaked at $18.7M in Q2 2022. 1,905 funds tracked by Wall St. Rank hold DUK as of Q4 2023.

Cantor Fitzgerald reported no remaining Duke Energy position as of Q4 2023 after selling out during the quarter.
Cantor Fitzgerald sold 141,337 Duke Energy shares in Q4 2023, an estimated $12.5M.
Cantor Fitzgerald first reported a position in Duke Energy in Q2 2022 and held it in 6 quarters.
Cantor Fitzgerald's Duke Energy position peaked at $18.7M in Q2 2022.
1,905 funds tracked by Wall St. Rank held Duke Energy as of Q4 2023.

Based on Cantor Fitzgerald's 13F filing for Q4 2023, filed 14 Feb 2024.