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Carderock Capital Management’s Duke Energy DUK Stock Holding History

Carderock Capital 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
2023
Q2 		– Sell
-1,100
Closed -$106K – 74
2023
Q1 		$106K Buy
+1,100
New +$109K 0.04% 75
2014
Q2 		– Sell
-395
Closed -$28K – 122
2014
Q1 		$28K Buy
+395
New +$27.5K 0.01% 164

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Carderock Capital Management's DUK Position: Q2 2023 in Review

Carderock Capital Management sold out of Duke Energy (DUK) in Q2 2023, closing a stake of 1,100 shares — an estimated $106K sold.

Carderock Capital Management first reported a position in DUK in Q1 2014 and held it in 2 quarters. The position peaked at $106K in Q1 2023. 1,804 funds tracked by Wall St. Rank hold DUK as of Q2 2023.

  • Carderock Capital Management reported no remaining Duke Energy position as of Q2 2023 after selling out during the quarter.
  • Carderock Capital Management sold 1,100 Duke Energy shares in Q2 2023, an estimated $106K.
  • Carderock Capital Management first reported a position in Duke Energy in Q1 2014 and held it in 2 quarters.
  • Carderock Capital Management's Duke Energy position peaked at $106K in Q1 2023.
  • 1,804 funds tracked by Wall St. Rank held Duke Energy as of Q2 2023.

Based on Carderock Capital Management's 13F filing for Q2 2023, filed 25 Jul 2023.