Cedar Wealth Management’s Duke Energy DUK Stock Holding History

Cedar Wealth 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
2024 Q4	–	Sell	-169	Closed	-$19.5K	–	204
2024 Q3	$19.5K	Hold	169	–	–	0.01%	191
2024 Q2	$16.9K	Sell	169 -167	-50%	-$16.7K	0.01%	208
2024 Q1	$32.5K	Buy	336 +169	+101%	+$16K	0.01%	185
2023 Q4	$16.2K	Hold	167	–	–	0.01%	208
2023 Q3	$14.7K	Hold	167	–	–	0.01%	215
2023 Q2	$15K	Hold	167	–	–	0.01%	224
2023 Q1	$16.1K	Hold	167	–	–	0.01%	214
2022 Q4	$17.2K	Hold	167	–	–	0.01%	202
2022 Q3	$16K	Hold	167	–	–	0.01%	227
2022 Q2	$18K	Hold	167	–	–	0.01%	231
2022 Q1	$19K	Hold	167	–	–	0.01%	251
2021 Q4	$18K	Buy	+167	New	+$16.9K	0.01%	256

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Cedar Wealth Management's DUK Position: Q4 2024 in Review

Cedar Wealth Management sold out of Duke Energy (DUK) in Q4 2024, closing a stake of 169 shares — an estimated $19.5K sold.

Cedar Wealth Management first reported a position in DUK in Q4 2021 and held it in 12 quarters. The position peaked at $32.5K in Q1 2024. 2,199 funds tracked by Wall St. Rank hold DUK as of Q4 2024.

Cedar Wealth Management reported no remaining Duke Energy position as of Q4 2024 after selling out during the quarter.
Cedar Wealth Management sold 169 Duke Energy shares in Q4 2024, an estimated $19.5K.
Cedar Wealth Management first reported a position in Duke Energy in Q4 2021 and held it in 12 quarters.
Cedar Wealth Management's Duke Energy position peaked at $32.5K in Q1 2024.
2,199 funds tracked by Wall St. Rank held Duke Energy as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.