CCP
DUK icon

Carmel Capital Partners’s Duke Energy DUK Stock Holding History

Carmel Capital Partners’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
-962
Closed -$84.9K – 293
2023
Q3 		$84.9K Buy
962
+832
+640% +$76.3K 0.04% 211
2023
Q2 		$11.7K Sell
130
-841
-87% -$79.4K 0.01% 276
2023
Q1 		$93.7K Buy
+971
New +$95.9K 0.06% 192

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carmel Capital Partners's DUK Position: Q4 2023 in Review

Carmel Capital Partners sold out of Duke Energy (DUK) in Q4 2023, closing a stake of 962 shares — an estimated $84.9K sold.

Carmel Capital Partners first reported a position in DUK in Q1 2023 and held it in 3 quarters. The position peaked at $93.7K in Q1 2023. 1,905 funds tracked by Wall St. Rank hold DUK as of Q4 2023.

  • Carmel Capital Partners reported no remaining Duke Energy position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 962 Duke Energy shares in Q4 2023, an estimated $84.9K.
  • Carmel Capital Partners first reported a position in Duke Energy in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's Duke Energy position peaked at $93.7K in Q1 2023.
  • 1,905 funds tracked by Wall St. Rank held Duke Energy as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.